Project Manager, Technology Operations

Job Summary: We are seeking a proactive and experienced operations project manager to drive operational excellence and support growth initiatives within our Technology organization. Reporting to senior management, this role will be pivotal in collaborating with cross-functional teams, streamlining processes, and ensuring successful project delivery.

Key Responsibilities:

• Collaborate with the Sr Mgr, Tech Ops and the CTO to continuously improve the operating model for the Technology organization.
• Develop and own detailed project plans, including milestones, timelines, and resource allocation.
• Build and manage performance dashboards to track project metrics and KPIs.
• Partner with the Sr Mgr, Tech Ops and business leaders on Technology’s Annual Planning.
• Manage a calendar of key activities throughout the year and assist administrative staff with event planning.
• Identify areas for process improvement and design and implement solutions.
• Ensure key meetings are well-managed and successful, e.g., quarterly business reviews, all-hands meetings, board meetings
• Coordinate with global teams, adapting to different time zones as necessary.
• Project Leadership for a few key programs that are impactful across the technology organization. Providing thought leadership on such programs and owning the end-to-end execution.
• Act as a primary point-of-contact for project stakeholders.
• Work with Technology managers and the Procurement team to enter and manage purchase requisitions

Qualifications:

• Able to work in the Hyderabad office 3 days a week.
• Bachelor's degree in business management, engineering, or related field.
• Minimum of 7 years of project management experience, preferably in technology or healthcare supply chain.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Excellent communication skills, both verbal and written.
• Experience with Claude Code is a plus.
• Experience in global capability centers is advantageous.
• Certification in project management methodologies is a plus.

Skills and Abilities:

• Proficient with AI or possesses a hunger to become proficient.
• Can assist the Sr Mgr, Tech Ops with thought leadership and strategic project management.
• Excellent at prioritizing competing priorities and aligning with project stakeholders on deliverables.
• Ability to work cross-functionally and influence outcomes.
• Self-driven with strategic thinking and attention to detail.
• Understanding of business process environments and performance enhancement.
• Experience with reporting and dashboard tools such as Jira, Aha!, and Tableau is a plus.

Additional Information: This role offers the opportunity to contribute to the success of key initiatives and drive operational efficiency within a dynamic global organization. The ideal candidate will possess a proactive mindset, strong leadership skills, and a passion for continuous improvement.

Manager, Global Support

Role Overview:

The Global Support Manager is responsible for leading technical Tier 1 and Tier 2 Support teams, driving the strategic direction of customer support, and ensuring the delivery of exceptional service to our clients. This role focuses on overseeing the operational and strategic aspects of the support department, managing escalations, and fostering strong relationships with customers to reinforce organization’s reputation for outstanding support services.

The Global Support Manager is key in developing team capabilities, optimizing support processes, and aligning support services with the broader business objectives to enhance customer satisfaction and loyalty. This Manager works as part of the overall Global Support Leadership team on a variety of projects, programs, cross-functional meetings/initiatives and other activities as assigned.

Role Expectations:

• Oversees a support team, ensuring high-quality service and support across multiple channels, while managing team performance against key service
• Ensures support team members are equipped with the tools and knowledge necessary to deliver world class support services.
• Works closely with Product Management E SRE in on-boarding new capabilities/products into Support.
• Motivates, develops, coaches, and leads team members in adherence with established
• Responsible for team operations, schedule management, and
• Prepares, monitors, and reports on defined performance
• Evaluates team and individual performance by analyzing data, reviewing cases, and monitoring customer interactions.
• Leads by example in providing exceptional service, mentoring the team, and fostering an environment of accountability and excellence.
• Supports improvement initiatives on standardization of process and adoption of global best practices.
• Involvement in interviewing, hiring, and
• Conducts staff and team member 1:1 meetings and
• Assists in the resolution of escalated situations initiated by clients and partners
• Monitors outgoing communication to clients on behalf of organization.
• Facilitates and maintains positive relationships with teams, clients and
• Collaborates with other departments to align support services with business needs and objectives, contributing to overall customer success and product

Required Qualifications:

• 6+ years’ minimum experience in customer support, supervisory, or equivalent experience.
• Bachelor’s degree in computer science or equivalent
• Active command of the English language Additional languages to support managing clients local regions may be required.

Additional Qualifications:

• Experience with internet development technologies and tools (HTML, XML, Web Services, API, relational data, etc.)
• Excellent communication and interpersonal skills, with the ability to manage customer relationships and team dynamics effectively.
• Demonstrates a passion for enhancing customer experience, driving organizational success, and ensuring employee satisfaction.
• Action-oriented with strong time management, organizational, analytical, and problem-solving
• Skilled in identifying and addressing the root causes of customer issues
• Collaborates effectively across functional teams, on a global
• Demonstrated employee development
• Proven success in building and growing effective teams
• Dependable, motivated, self-starter, with the ability to direct work efforts independently
• On-call availability as needed

Company Summary

Zeta Global is a data-powered marketing technology company with a heritage of innovation and industry leadership. Founded in 2007 by entrepreneur David A. Steinberg and John Sculley, former CEO of Apple Inc and Pepsi-Cola, the Company combines the industry’s 3rd largest proprietary data set (2.4B+ identities) with Artificial Intelligence to unlock consumer intent, personalize experiences and help our clients drive business growth.

Our technology runs on the Zeta Marketing Platform, which powers ‘end to end’ marketing programs for some of the world’s leading brands. With expertise encompassing all digital marketing channels – Email, Display, Social, Search and Mobile – Zeta orchestrates acquisition and engagement programs that deliver results that are scalable, repeatable and sustainable.

Zeta Global is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, gender, ancestry, color, religion, sex, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veterans status, or any other basis protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Zeta Global Recognized in Enterprise Marketing Software and Cross-Channel Campaign Management Reports by Independent Research Firm

https://www.forbes.com/sites/shelleykohan/2024/06/1G/amazon-partners-with-zeta-global-to-deliver- gen-ai-marketing-automation/

https://www.cnbc.com/video/2024/05/06/zeta-global-ceo-david-steinberg-talks-ai-in-focus-at-milken- conference.html

https://www.businesswire.com/news/home/20240G04622808/en/Zeta-Increases-3Q%E2%80%GG24-Guidance

https://www.prnewswire.com/news-releases/zeta-global-opens-ai--data-labs-in-san-francisco-and-nyc- 300S45353.html

https://www.prnewswire.com/news-releases/zeta-global-recognized-in-enterprise-marketing-software-and-cross-channel-campaign-management-reports-by-independent-research-firm-300S38241.html

As a Staff Data Scientist, you will act as a senior technical leader and trusted advisor across multiple teams. You’ll guide stakeholders through the complexity of modern AI systems, with a particular focus on agentic AI architectures (including LangGraph, LangFuse, and related tooling), as well as broader machine‑learning strategy. This role blends deep technical expertise, consultative problem‑solving, and cross‑functional leadership. 

You will often support several initiatives simultaneously, helping teams understand feasibility, scope, and risk while shaping high‑impact AI solutions that align with business needs. You’ll also mentor junior colleagues, elevate data‑science practices, and contribute hands‑on to the development of production‑grade AI systems. 

What you'll do:

AI Consulting & Advisory 

• Partner with product, engineering, and business teams to translate ambiguous problems into clear AI opportunities. 

• Provide expert guidance on agentic AI, including workflow orchestration, evaluation, observability, and safety. 

• Assess the complexity, feasibility, and expected value of proposed AI initiatives, helping teams prioritise effectively. 

• Communicate trade‑offs, risks, and solution paths to both technical and non‑technical audiences. 

AI & ML Solution Design 

• Architect end‑to‑end AI systems that solve real business problems, from early discovery through deployment. 

• Design agent‑based workflows, retrieval‑augmented pipelines, and ML‑powered automation. 

• Define evaluation strategies, data requirements, and success metrics for AI features and products. 

• Collaborate with engineering teams to ensure solutions are scalable, maintainable, and aligned with platform strategy. 

Hands‑On Technical Work 

• Build prototypes, proof‑of‑concepts, and production‑ready components using Python, modern AI frameworks, and cloud tooling. 

• Develop and refine agentic AI workflows using LangGraph, LangChain, LangFuse, or similar frameworks. 

• Implement machine‑learning models, retrieval systems, and data pipelines where needed. 

• Contribute to internal libraries, tooling, and best practices for AI development. 

Leadership & Mentorship 

• Mentor junior and mid‑level data scientists, providing guidance on modelling, experimentation, and system design. 

• Lead technical discussions, design reviews, and cross‑team collaboration sessions. 

• Champion high standards for code quality, documentation, and reproducibility. 

• Help shape the long‑term AI strategy and technical roadmap, through your technical knowledge on the art of the possible, and the business problems our clients face. 

What you'll bring:

• Extensive experience in data science, machine learning, or applied AI, including hands‑on coding in Python and common data science libraries, such as Numpy, Scipy, Pandas, SKlearn, Spacy. 

• Ability with prototyping frameworks such as Dash. 

• Good working understanding of code version control with Git. 

• Experience with big data tools, such as: Spark, Dask, or alternatives. 

• Strong understanding of agentic AI, orchestration frameworks, and LLM‑based system design. 

• Ability to evaluate project complexity, identify risks, and guide teams toward pragmatic solutions. 

• Experience designing and delivering AI systems in production environments. 

• Excellent communication skills and the ability to influence beyond your immediate team. 

• Great mentoring skills. 
• Comfort working across multiple projects and shifting priorities. 

Nice to Have 

• Experience with observability and evaluation tools such as LangFuse, Weights & Biases, or similar. 

• Familiarity with agentic evals and prompt‑engineering patterns. 

• Background in consulting, technical advisory, or cross‑functional leadership roles. 

• Experience with cloud platforms (AWS, GCP, Azure) and modern MLOps practices. 

Overview:

We are looking for a Staff Engineer in Hyderabad to join the engineering team! In this role, you will set technical direction across both front-end and back-end systems, helping shape the architecture, performance, reliability, and user experience of our learning platform. You will provide hands-on technical leadership across squads, partner closely with Product and Design, and drive the development of scalable, secure-by-default, AI-powered customer experiences.

This is a high-impact role for an engineer who can move fluidly across the stack, from high-traffic user interfaces to high-scale services, while mentoring engineers and raising the technical bar across the organization.

About Nerdy:

At Nerdy (NYSE: NRDY) -  the company behind Varsity Tutors - we’re redrawing the blueprint of learning. Our Live + AI™ platform fuses real-time human expertise with proprietary generative-AI systems, setting a new bar for measurable academic impact at global scale. 

We recruit the kind of technologists and operators you’d bet on as solo founders - people who turn ambiguous problems into shipping code, iterate faster than markets move, and compound their advantage with every data point. In an era where great employees can deliver 10-times the leverage of the merely good, we back those who play to win.

Fortune favors the bold. Join us.

How we compete:

• AI-Native at every level
  From the CEO to day-one hires, everyone builds and ships with generative AI. If you’re not wielding AI, you’re not done.

• Entrepreneurial velocity
  Move at founder speed, prototype in hours, and measure in real user outcomes. Slow teams die.

• Free-market rigor
  Ideas rise or fall on merit and results - no committees, no politics, no cap on upside.

• Full-stack ownership
  You design, build, and run what you ship; accountability is a feature, not a bug.

• Reward for contribution
  Pay rises with impact, not years. Outstanding results earn outsized rewards. We evaluate both what you achieve and howyou achieve it: living our leadership principles and using AI effectively are formally measured and rewarded.

• Relentless exploration
  Push the frontier of generative AI in live learning and - because only the paranoid survive - questioning every legacy assumption along the way.

• Is Apolitical
  You stay focused on mission-aligned outcomes, not distractions or unrelated causes.

If you’re a technically minded builder who thrives on open competition, personal responsibility, and the chance to redefine how the world learns - while continually stretching the limits of what generative AI can do - come do the most ambitious and rewarding work of your career here. Learn more atnerdy.com.

Nerdy’s shareholder letters below explain our latest products and strategy:

• Q4-2025 Shareholder Letter

• Q3-2025 Shareholder Letter

• Q2-2025 Shareholder Letter

Responsibilities

• Technical Leadership: Serve as the technical point of reference for the squad and broader engineering team, ensuring best practices in architecture, performance optimization, and accessibility standards are upheld.

• Solution Design: Lead the design and architectural discussions for systems, making pivotal decisions on frameworks, state management patterns, component architecture, and design systems.

• Code Quality: Advocate for and ensure the delivery of high-quality, maintainable, and scalable code. Conduct regular code reviews and provide mentorship to team members.

• Collaboration: Work closely with product managers, designers, and other stakeholders to understand requirements, provide technical insights, and ensure the timely delivery of features.

• Strategy and Vision: Contribute to the engineering department's strategy and vision, bringing innovative ideas to improve our customer-facing experiences.

• Problem Solving: Address complex technical challenges, innovate solutions, and optimize existing systems for scalability and performance.

• Team Development: Mentor and develop team members, helping them to grow in their technical roles and careers.

• AI Enablement: Leverage AI-native tools and approaches to improve development speed, product capabilities, and engineering effectiveness across the software lifecycle.

Qualifications:

• Minimum of 10 years of software engineering experience, with a proven track record of building and evolving complex, high-scale systems and customer-facing applications.

• Strong full-stack expertise, including domain in:

           Frontend: JavaScript, TypeScript

           Backend: Javascript, Java, Golang 

• Explicit mentoring of senior-level engineers regularly, leading to results.

• Significant experience in AWS-based cloud architecture environments.

• In-depth knowledge of modern software engineering practices, design patterns, and architectures.

• Experienced with AI-native tools that enhance productivity and speed (Cursor, Make.com, Supabase, Netlify, Claude Code, n8n, Firecrawl, ChatGPT, Grok, Bolt, Vercel, etc).

• Ability to communicate complex technical concepts clearly to both technical and non-technical stakeholders.

• Experience designing high-traffic web applications and scalable distributed services.

• Demonstrated experience in collaborating with multidisciplinary teams.

• Excellent problem-solving and analytical skills.

• A strong owner willing to roll up their sleeves. This role includes coding and reviewing the code of others.

• Ability to implement customer-facing solutions that solve the customers' true needs with exceptional user experiences.

• Nerdy is an apolitical company focused solely on helping people learn, and we achieve the most when united in this mission.

Unleash Your Potential at Nerdy:

At Nerdy, you'll earn your success through meritocracy and exceptional outcomes. Our benefits reward performance and initiative:

• Competitive Compensation: Enjoy a market-leading rate

• 100% Remote (Home Country Only): Work from anywhere in your home country—no relocation required, no borders crossed.

• Flexible Time Off: Our flexible PTO lets you recharge on your own terms and when you need it the most.

• Local Holiday Pay: We honor your nation’s official holidays with paid time off—celebrate what matters to you.

• Continuous Learning: Get a free, all-inclusive learning membership for you and your household—including 1-on-1 tutoring hours, unlimited on-demand classes, and access to our full suite of learning products and services.

• Supercharge with AI: Gain exclusive access to cutting-edge AI tools that boost your productivity, making you feel almost super-human (cape not included).

• Feedback-Rich, Collaborative Culture: Tap into regular training, peer reviews, and a team that treats every team member as a vital collaborator and owner in our success.

• Make a Global Impact: Your expertise fuels an innovative platform used by learners around the world—be part of something transformative.

The Bottom Line:

If you're driven by impact, energized by ownership, and excited to help shape what’s next, you’ll thrive here. We move fast, think big, and reward those who deliver. This isn’t a traditional corporate environment - it’s a place to do the most meaningful work of your career.

About Instead

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.

Instead's investors include Sarah Guo from Conviction (conviction.com), IRIS (irisglobal.com) the largest tax software provider in the UK and many of our partners and customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.

Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.

About the role

We're seeking a motivated Tax Staff member to support our team in helping clients identify tax savings opportunities through strategic tax planning and implementation. In this client-facing role, you'll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. You'll learn to use Instead.com and collaborate with our US and India team alongside our US-based tax & accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work.

What you'll do

• Support clients in identifying tax savings opportunities and assist with Instead.com implementation of tax strategies throughout the advisory process
• Prepare and federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience
• Assist with tax planning engagements and perform research on relevant tax issues
• Work closely with managers and partners on client matters while building relationships with clients
• Support quarterly estimates preparation and tax return filing using Instead software

What you'll need

• 1–3 years of public accounting experience with exposure to tax compliance
• Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 
• Strong attention to detail and organizational skills
• Comfortable working collaboratively in a team environment
• Eagerness to learn and grow in tax advisory services
• Good communication skills for client interactions

Nice to have

• CPA license active or pursuing
• EA (Enrolled Agent) license active or pursuing
• Experience with tax planning and advisory services beyond compliance
• Experience working with US-based accounting and tax firms
• Knowledge of multi-state tax compliance requirements
• Experience with complex tax research and memo writing

Why join us

• Work on a cutting-edge tax tech platform that's transforming the industry
• Be part of a collaborative, mission-driven team
• Competitive compensation and benefits
• Gain hands-on exposure to complex tax issues across diverse industries
• Work in a supportive environment with opportunities for mentorship and upward mobility
• Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance
• Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes
• Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065.

Equal Opportunity Employer - M/F/D/V

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.

About Instead

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.

Instead's investors include Sarah Guo from Conviction (conviction.com), IRIS (irisglobal.com) the largest tax software provider in the UK and many of our partners and customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.

Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.

About this role

We’re looking for a motivated Tax Senior to join our Bangalore & Hyderabad offices and play a key role in delivering strategic tax advisory services. In this client-facing role, you’ll support individuals and businesses throughout the entire tax lifecycle—from kickoff calls, through tax planning and strategy implementation, to estimated payments and tax return filing.

You’ll gain hands-on experience working directly with clients while collaborating closely with managers, partners, and our teams in the U.S. and India. This is a chance to go beyond traditional compliance work and help clients achieve real financial results through proactive tax strategies.

What you'll Do

• Participate in customer kickoff calls and help guide them through the tax advisory process.
• Prepare tax plans and support strategy implementation for individuals and businesses.
• Assist with calculating and preparing estimated tax payments utilizing Instead software.
• Prepare federal and multi-state tax returns (1040, 1041, 1120, 1120S, 1065 depending on your expertise).
• Research tax issues and draft clear, practical guidance for managers and clients.
• Collaborate with tax managers, partners, and cross-border teams to ensure a seamless client experience.
• Provide support and mentorship to junior staff and admins.

What you'll need

• 2–4 years of public accounting or tax experience, with strong exposure to compliance.
• Proficiency in preparing returns for some or all of: 1040, 1041, 1120, 1120S, 1065.
• Strong organizational and problem-solving skills.
• Comfortable working directly with clients and communicating complex topics in simple terms
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Nice to have

• CPA license active or in progress, or EA credential.
• Experience with tax planning or advisory services beyond compliance.
• Exposure to multi-state compliance requirements.
• Experience researching complex tax issues and preparing memos.

Why join us

• Work on a cutting-edge tax tech platform that's transforming the industry
• Be part of a collaborative, mission-driven team
• Competitive compensation and benefits
• Gain hands-on exposure to complex tax issues across diverse industries
• Work in a supportive environment with opportunities for mentorship and upward mobility
• Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance
• Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes
• Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065.

Equal Opportunity Employer - M/F/D/V

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us. 

About Instead

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.

Instead's investors include Sarah Guo from Conviction (conviction.com), IRIS (irisglobal.com) the largest tax software provider in the UK and many of our partners and customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.

Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.

About the role

We're seeking an experienced Tax Manager to help clients unlock significant tax savings opportunities through strategic tax planning and implementation. In this client-facing role, you'll work year-round with individuals and businesses to identify tax strategies, guide implementation, and ensure seamless execution from planning through filing. You'll collaborate closely with our US and India team alongside our US-based tax & accounting firm partners to deliver comprehensive tax advisory services that go beyond traditional compliance work, handling both high-level strategic planning and hands-on preparation of complicated returns.

What you'll do

• Help clients identify tax savings opportunities through AI tax return analysis and utilize Instead.com to implement tax strategies throughout the full tax advisory process - from delivering tax plans, implementing tax strategies, and calculating estimated tax payments and filing tax returns
• Prepare and review federal and multi-state tax returns for 1040, 1041, 1120, 1120S, 1065 depending on your expertise, background and experience
• Support tax planning engagements, performing research and preparing memos on relevant tax issues
• Collaborate with tax managers and staff, owners of firms, and taxpayers to deliver seamless tax advisory services alongside US team and accounting firms
• Assist in tax seniors, staff, and admins while ensuring compliance with firm procedures and tax laws

What you'll need

• 3–5 years of public accounting experience with strong exposure to tax compliance
• Proficient in preparing returns for (some not all) 1040, 1041, 1120, 1120S, 1065 
• Proficient in reviewing returns for (some not all) 1040, 1041, 1120, 1120S, 1065
• Strong organizational, analytical, and communication skills
• Comfortable working both independently and collaboratively in a team environment
• Experience with client-facing interactions and relationship management
• Ability to manage multiple engagements and meet deadlines in a fast-paced environment

Nice to have

• CPA license active or pursuing
• EA (Enrolled Agent) license active or pursuing
• Experience with tax planning and advisory services beyond compliance
• Experience working with US-based accounting and tax firms
• Knowledge of multi-state tax compliance requirements
• Experience with complex tax research and memo writing

Why join us

• Work on a cutting-edge tax tech platform that's transforming the industry
• Be part of a collaborative, mission-driven team
• Competitive compensation and benefits
• Gain hands-on exposure to complex tax issues across diverse industries
• Work in a supportive environment with opportunities for mentorship and upward mobility
• Opportunity to help taxpayers find tax savings through tax advisory services, going beyond compliance
• Opportunity to build lasting client relationships and make a meaningful impact on their financial outcomes
• Working with Instead, the first product in decades to receive IRS approval to e-file 1040, 1041, 1120, 1120S, 1065.

Equal Opportunity Employer - M/F/D/V

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.