About the Team

     The Billing Engineering team is responsible for managing a broad and complex range of functions comprising 70 services. As DigitalOcean continues its rapid growth and moves upmarket, the demands on the billing platform have significantly increased. This team will focus on operational enablement for the business and our customers, allowing our existing billing platform engineering teams to concentrate on platform resiliency and building customer-facing features.

The Opportunity

     We are seeking highly motivated and skilled engineers in Hyderabad. You will play a critical role in ensuring the smooth operation of our billing platform, providing technical support, managing billing operations, and driving efficiency through automation. This is an exciting opportunity to be a part of building a new team and making a significant impact on our company's growth.

What You’ll Do:

• Triage and resolve escalated billing support tickets, including invoicing discrepancies, collections issues (payments/dunning), and taxation inquiries. Serve as the first line of support for incoming bug reports.
• Take ownership of core billing platform operations, including facilitating credits, discounts, promotions, and commitment deals; working with the Tax team on taxation regions; managing SaaS Marketplace vendor ledgers; coordinating refunds and write-offs with the Revenue Accounting team; and supporting month-close compliance reporting.
• DevOps: Collaborate with the Billing Architect to contribute to operational excellence and the stability of the platform.
• Product Revenue Assurance: Augment revenue assurance tooling and synthetic testing to proactively identify and address potential revenue leaks.
• New Product Launches: Take ownership of the operational aspects of new product launches for existing products, working closely with product teams to ensure timely delivery.
• Develop and maintain automation tooling to improve the efficiency of billing operational tasks.
• Work closely with engineering, product, finance, sales, and support teams to ensure seamless billing processes and build roadmaps.
• Contribute to the documentation of billing processes and procedures.

What You’ll Add to DigitalOcean:

• Strong technical aptitude and problem-solving skills.
• Proficiency in Go, with additional experience in Ruby a plus.
• Experience with billing systems and processes (e.g., invoicing, payments, subscriptions, pricing).
• Hands-on knowledge of microservices and distributed systems, including technologies like Docker, Kubernetes, gRPC, Kafka, MySQL, and Redis.
• Experience with scripting and automation tools (e.g., Python, Shell scripting).
• Excellent communication and collaboration skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• A proactive and detail-oriented approach.
• [Optional: Include specific domain knowledge or tool experience if required, e.g., Experience with Zuora, NetSuite, or similar billing platforms.]
• [Optional: Bachelor's degree in Computer Science, Engineering, or a related field.]

This is a hybrid role based out of Hyderabad, India. 

#LI-Hybrid 

Senior Manager – European / EMEA Billing

 Location: Hyderabad, India Department: Finance

Reports To: GVP – Accounting, Controller

Position Summary

The Senior Manager – European / EMEA Billing will lead the billing operations for the Europe and EMEA region, ensuring accurate and timely invoicing, compliance with local and international accounting standards, and adherence to contractual requirements. This role will oversee a team based in Hyderabad and act as a key liaison between regional finance, sales, legal, operations and collections teams in Europe / EMEA to support end-to-end billing processes.

Key Responsibilities

Billing Operations C Management

• Oversee end-to-end billing processes for multiple European / EMEA countries, ensuring accuracy, timeliness, and compliance with contractual terms and local tax
• Manage the monthly invoicing cycle, credit notes, adjustments, and
• Review and approve complex billing cases, pricing changes, and non-standard
• Partner with FPCA and accounting teams for month-end close, accruals, and

Leadership C Team Management

• Lead, mentor, and develop a team of billing analysts and specialists in
• Set performance goals, monitor productivity, and implement process improvement
• Foster a culture of accountability, collaboration, and customer

Process Improvement C Automation

• Drive continuous improvement initiatives to enhance billing accuracy, efficiency, and system
• Collaborate with IT and system administrators to maintain and improve billing systems (e.g. SuiteBilling, ZoneBilling etc).
• Implement controls and audits to minimize billing

Stakeholder C Regional Coordination

• Work closely with European / EMEA regional finance leads, sales operations, and legal teams to ensure contract compliance and customer
• Support customer queries, audits, and escalations related to billing and
• Provide management reports and insights into billing performance and KPIs

Compliance C Governance

• Ensure compliance with local tax laws, SOX controls, and internal audit
• Liaise with internal and external auditors during audit
• Maintain documentation and standard operating procedures (SOPs).

Qualifications s Experience Education:

• Bachelor’s degree in Accounting, Finance, or Commerce
• MBA, CA (Inter/Final), or CPA qualification Experience:
• 5+ years of progressive experience in billing, with at least 2+ years in a managerial
• Experience of managing European / EMEA billing operations and familiarity with regional tax/VAT
• Hands-on experience with enterprise billing/ERP systems (e.g. SuiteBilling, ZoneBilling )

Skills s Competencies:

• Some level of proficiency in the European and EMEA languages – German, French, Dutch, Spanish etc
• Excellent analytical, problem-solving, and process improvement
• Strong leadership and people management
• Excellent communication and stakeholder management skills, especially across global
• Attention to detail and high standards of
• Proficiency in Excel and familiarity with reporting/BI

Company Summary: 

Zeta Globalisa NYSElisted data-poweredmarketing technologycompany with aheritage 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.

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

https://www.forbes.com/sites/shelleykohan/2024/0c/1S/amazon-partners-with-zeta-global-to-deliver-gen- ai-marketing-automation/

https://www.cnbc.com/video/2024/05/0c/zeta-global-ceo-david-steinberg-talks-ai-in-focus-at-milken- conference.html

https://www.businesswire.com/news/home/20240S04c22808/en/Zeta-Increases-3Ǫ24-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

Indirect Tax Accounting

This position involves preparing accurate tax returns, developing tax-saving strategies, and ensuring timely payments. The Tax Accountant collaborates with internal teams and external auditors to support audits, minimize risks, and align the organization's financial strategies with tax requirements.

Primary Job Duties & Responsibilities

• Working on Indirect Taxation Taxation matters with the third party tax consultants including filing of tax returns and finalization of Audits, Accounts, Documentation and MIS Reporting for US and international geographies
• Supervising all US and International tax compliance and submissions US State and Local Sales, VATs & Use Tax and withholding taxes
• Indirect tax matters include Sales and use tax, commercial rent tax, Franchise tax, etc
• Coordinate with the internal teams to gather information for the above matters
• Performs research activities on tax issue and have informed discussion with the tax consultant and advice the internal teams
• Handling the internal and external audits.

Qualifications

• Bachelor’s degree in accounting, Finance, or related field (CPA or equivalent preferred).
• Proven experience in tax accounting, compliance, and tax return preparation.
• Proficiency in tax software and Microsoft Office Suite, particularly Excel.
• Strong analytical, organizational, and communication skills.

Company Summary:

Zeta Global is a NYSE listed 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.

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

https://www.forbes.com/sites/shelleykohan/2024/06/19/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/20240904622808/en/Zeta-Increases-3Q%E2%80%9924-Guidance

https://www.prnewswire.com/news-releases/zeta-global-opens-ai--data-labs-in-san-francisco-and-nyc-300945353.html

https://www.prnewswire.com/news-releases/zeta-global-recognized-in-enterprise-marketing-software-and-cross-channel-campaign-management-reports-by-independent-research-firm-300938241.html

GHX: It’s the way you do business in healthcare.

Global Healthcare Exchange (GHX) enables better patient care and billions in savings for the healthcare community by maximizing automation, efficiency, and accuracy of business processes.

GHX is a healthcare business and data automation company, empowering healthcare organizations to enable better patient care and maximize industry savings using our world class cloud-based supply chain technology exchange platform, solutions, analytics and services. We bring together healthcare providers and manufacturers and distributors in North America and Europe — who rely on smart, secure healthcare-focused technology and comprehensive data to automate their business processes and make more informed decisions.

It is our passion and vision for a more operationally efficient healthcare supply chain, helping organizations reduce – not shift – the cost of doing business, paving the way to delivering patient care more effectively. Together we take more than a billion dollars out of the cost of delivering healthcare every year. GHX is privately owned, operates in the United States, Canada and Europe, and employs more than 600 people worldwide. Our corporate headquarters is in Europe, Louisville, Colorado, just outside of Denver, with additional offices in Europe, Atlanta, Georgia and Omaha, Nebraska.

GHX provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. GHX complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

GHX expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. Improper interference with the ability of GHX’s employees to perform their expected job duties is absolutely not tolerated.

Job Title: Payroll ANALYST

Location:  Hyderabad (Hybrid)

Relocation Provided: Yes

Shift timing: 10:00 AM IST – 7:00 PM IST

General Summary:

Reporting to the Director, HR India, the Payroll Specialist will play a key role in supporting our fast-growing teams across India. This role is responsible for end-to-end payroll processing for both local employees and expatriate associates on regional or long-term assignments in India. The specialist will ensure accurate and compliant payroll operations, including managing statutory requirements such as Income Tax, Gratuity, Provident Fund, Professional Tax, and Labour Welfare Fund. Additionally, this role will handle period-end closing activities, conduct payroll analysis, prepare statutory reports, and manage various payroll-related ad hoc tasks.

Key Responsibilities

• Owns the accuracy of all payroll data, proactively identifying and resolving discrepancies before payroll closure, and ensuring all required inputs are thoroughly collated and verified.
• Takes full responsibility for reviewing payroll inputs, including calculations, deductions, reimbursements, bonuses, and full & final settlements, ensuring precision and compliance.
• Leads the reconciliation of payroll payments, ensuring each cycle’s disbursements are accurate, compliant with GHX policy, and fully validated.
• Responsible for the office compliance, registrations and renewals like Shops & Establishment Act and other acts. Ensuring the accuracy of relevant Government reports such as Personal Income Tax, Provident Fund, PT, LWF and other statutory requirements
• Proactively communicates payroll updates, including any changes, amendments, or new processes, ensuring employees receive timely and clear information.
• Delivers responsive and anticipatory payroll support by addressing employee questions, providing required information, and managing Full & Final settlements for exiting employees with accuracy and transparency.
• Complies with local legal requirements by studying existing and new legislation; enforcing adherence to requirements; advising management on needed actions.
• Safeguards employee trust and ensures secure payroll operations by strictly maintaining the confidentiality of all payroll‑related information.
• Maintains the monthly, biannual and annual trackers as per the statutory acts and laws
• Ensure timely closure of audit observations and implementation of corrective and preventive actions
• Prepare SOP’s, Control Matrix and FAQ’s
• Other duties as required

Required Education, Certifications, and Experience

• 7+ years’ experience in Payroll, Labour law, taxation and statutory compliance
• Bachelor’s degree in business, commerce, accounting or related field
• Prior experience working in HR Operations is a plus
• Ability to effectively work with diverse cultures in a global team
• Hands-on experience in payroll accounting, reconciliations, and statutory compliance
• Hands-on experience with payroll systems, ERP (Dayforce is a plus), and third-party vendors
• Proficient in Microsoft Excel
• Excellent interpersonal, communication skills and a flexible approach
• Ability to handle sensitive information and maintain confidentiality
• Ability to multitask and learn processes quickly for more efficient and effective results.

A quick heads up about our interview process. It generally consists of 3-4 rounds, including:

• Introductory call with our Talent Acquisition Partner
• Technical interviews (with peers/functional manager)
• Cultural fitment round (With Hiring Manager/GHX leaders)

About the team:

Ongoing Monitoring sits in our first line of defence (1LOD) operations’ department, responsible for monitoring the activity of our SME customers (‘members’) for the purpose of preventing, detecting and reporting sanctions, money laundering, terrorism financing, tax evasion, bribery and corruption, money mules and fraud. 

It's an opportunity to work with an amazing team across multiple geographies, including analysts, team leaders, product and engineering managers, data scientists and operations managers. The role has exposure to many senior stakeholders across the business and is at the heart of what we do to protect our customers.

What we’re looking for: 

Here at Tide, we are looking for someone who

• has a good understanding of Financial Crime Typologies including money laundering, terrorist financing, fraud, and sanctions evasion, bribery, tax evasion, and suspicious activities reporting. 
• is passionate and proactive, who will help ensure Tide is taking all relevant steps to detect and prevent all aspects of financial crime. 
• understands financial crime in a global financial set up with specific focus towards UK and Europe Geography. 
• has exceptional communication skills in English (both Written and Speaking).
• can use expert judgement to recommend if a case warrants filing of a Suspicious Activity Report (SAR) 

This role is a key element of our ongoing monitoring team sitting within the first line of defence. You’ll be responsible for ensuring we put our genuine members first, through monitoring transaction types and behaviours across our customer base, whilst spotting and investigating potentially suspicious activity. 

As an  Alert Review analyst you’ll be performing tasks related to the following

Transaction Monitoring Alert Review & Analysis:

• Monitor and investigate alerts generated by automated transaction monitoring and sanctions screening systems.
• Conduct comprehensive, risk-based reviews of customer accounts and transaction histories to identify suspicious patterns or activities that deviate from a customer's normal behavior.
• Synthesize information from various sources, including customer profiles (KYC/CDD), public records, adverse media, and internal data.
• Assess the transactional activity in the context of financial crime typologies across a variety of payment types and financial products offered.
• Draft a concise, yet comprehensive report on findings prior to discounting the alert or reporting suspicious activity.
• Contact the member (customer) via email, chat or by phone to seek additional contextual information without tipping off.
• Contact representatives of partner banks via emails in cases where a fin crime investigation is required on Tide’s member

Suspicious Activity Reporting (SAR) Recommendations:

• Draft and present detailed, well-reasoned SAR recommendations to experts responsible for filing SARs to regulatory authorities. 
• Construct a clear, concise, and defensible narrative outlining the suspicious activity, the investigative steps taken, and the rationale for the recommendation.
• Ensure all supporting documentation and evidence is accurately compiled and included in the case file for audit purposes.

Sanctions Screening:

• Analyze potential sanctions hits against international lists (e.g., OFAC, EU, UN, HMT) for cross border payment transactions.
• Apply a risk-based approach to differentiate between a true match and a false positive based on criteria like phonetic similarities, aliases, and supporting data.
• Escalate confirmed sanctions hits to management immediately for asset blocking or reporting.

Other tasks as part of the role

• Gain in-depth understanding of the technology and tools that aid in the alert review and analysis.
• Proactively calling out potential efficiencies in our tools and processes used for transaction analysis 
• Managing your own case load to meet performance targets (Productivity, Quality and Customer experience)
• Participate in internal and external training programs related to fraud offences detection and prevention and other subjects that may form part of the day-to-day work requirements.
• Treating Tide members fairly by taking responsibility to ensure that their needs are met
• Make recommendations for process improvements to prevent future occurrences of fraud
• Establishing good relationships with various departments throughout the organisation to ensure good operational synergy
• Participate in internal and external training programs related to fraud offences detection and prevention and other subjects that may form part of the day-to-day work requirements.
• Treating Tide members fairly by taking responsibility to ensure that their needs are met

What makes you a great fit: 

You are open to flexible shift timings and patterns, it will be five days working with two days off not necessarily weekends. 

• You have 2 to 4+ years of experience in a Transaction monitoring, Financial Crime risk related role in financial services
• You have a keen eye for process improvements, looking how we can work leaner and more robustly.
• You have an analytical mind and are able to digest large data sets and spot patterns and trends with ease 
• You have exceptional communication skills, written and verbal. Are able to communicate with our members (including via telephone) , internal stakeholders & regulatory bodies if required
• You have C1/C2 level of spoken and written English

What you get in return:

• Flexible working options
• Group Life Insurance
• 27 days holiday
• 3 days for L&D or volunteering time off per year
• We invest in your development with a professional L&D budget per year
• Snacks, light food, drinks in the office
• Enhanced family-friendly leave
• Sabbatical leave

Senior Billing Analyst

The Senior Billing Analyst - EU is the operational owner of billing across a portfolio of European entities and customers. This role executes end-to-end billing activities, ensures compliance with customer contracts and EU regulatory requirements, and acts as the primary point of contact for complex billing questions. This position requires a professional who can operate with limited day-to-day oversight due to time zone differences, apply strong judgment in ambiguous situations, and partner closely with US-based Revenue, Accounting, FP&A, and Commercial teams. The ideal candidate brings deep billing expertise, working knowledge of revenue recognition under both US GAAP and IFRS, and strong problem-solving skills.

What You'll Bring:

• Prepare, review, and process invoices with a high degree of accuracy and timeliness, ensuring alignment with executed contracts, pricing, and service delivery
• Review customer contracts and order forms to interpret billing terms (e.g. milestones, usage thresholds, ramp periods, discount structures, etc.)
• Ensure billing and invoicing comply with local EU requirements, including VAT, tax documentation, currency requirements, and statutory invoicing rules
• Perform detailed reviews of customer accounts to confirm that all billable activity is captured and recognized in accordance with ASC 606
• Support special projects (system migrations, pricing changes, and integration efforts) that impact EU billing
• Collaborate cross-functionally to support the onboarding and billing of new customer agreements
• Identify opportunities for process automation and workflow optimization within the billing process
• Maintain and improve SOPs, process maps, and knowledge articles related to EU billing, ensuring they reflect current practices and regulatory requirements
• Support financial reporting, monthly close, internal audits, and ad hoc data analysis as required
• Act as primary contact for EU customer billing inquiries, adjustments, and disputes

What You'll Bring:

• 5+ years of experience in billing, accounts receivable, revenue operations, or a related operational finance role; experience with SaaS or technology companies strongly preferred
• Solid working knowledge of revenue recognition concepts under US GAAP and IFRS as they relate to billing; able to identify issues and partner with Revenue Accounting on treatment
• Proven ability to work independently across time zones, prioritize effectively, and meet deadlines in a high-volume environment
• Strong attention to detail, with a track record of identifying and resolving discrepancies.
• Clear, professional communication skills and comfort working cross-functionally.

ABOUT THE TEAM

As AML & PA Investigations Analyst, you are the first line of defense in our battle against financial crime. We tackle all areas of financial crime within our Ongoing Monitoring team, so you will be able to detect and prevent AML, Fraud, tax evasion and all other manners of financial crimes.

ABOUT THE ROLE

• Here at Tide, we are looking for a driven AML & PA Specialist with a good understanding of Anti Money Laundering and Financial Crime prevention measures. We need a passionate and experienced individual, who will help ensure Tide is taking all the relevant steps to prevent all aspects of financial crime. 
• As a AML & PA Specialist Support, you will be act as a subject matter expert in Anti Money Laundering, Anti Bribery/Corruption and tax evasion investigations with a key focus on risk based decisioning, therefore you should be skilled in detecting and investigating financial crime typologies such as money muling, smurfing, fraud scams, human trafficking, terrorist financing, tax evasion and bribery and corruption.  
• You will be part of our high performing AML & PA team, reporting to a Manager. You may also be involved in wider Financial Crime projects working with other teams across the business such as KYC, 

As a AML & PA (Investigations) Analyst you’ll be involved in a variety of tasks: 

• Case Level Investigations (approx. 30% of time): Conduct in-depth investigations into alerts generated by our AML monitoring systems. This includes reviewing customer account activity, transaction history, and open-source intelligence to determine if a Suspicious Activity Report (SAR) filing is warranted. The scope of case level investigations will vary over a period of time based on experience gained and other projects. 
• Case Reviews (approx. 20% of time): Perform sample checks on completed cases, ensuring accuracy, completeness, and adherence to established policies and procedures. The scope will vary based on performance of analysts assigned in the group/team that you will support. 
• Subject Matter Expertise & Training: Conduct Case Clinics as a Subject Matter Expert, sharing best practices, discussing complex scenarios, and recommending corrective actions based on error logs and quality assurance findings. Case Level Investigations and Case Reviews will form the basis for case clinics. 
• New Joiner Onboarding: Occasionally Act as a buddy for new joiners during their learning curve period, providing guidance, support, and practical insights to help them integrate smoothly and efficiently.
• Policy & Procedure Enhancement: Collaborate with the Policy and Procedure Team to continuously recommend changes and improvements to existing AML procedures, providing thorough analysis and clear rationale for proposed updates. Partner with other colleagues with in the same role to drive consistency on initiatives driven across the department.
• Stay up-to-date with the latest AML regulations, industry best practices, and emerging financial crime typologies.

WHAT WE ARE LOOKING FOR

• You have 4+ years of experience in a Transaction Monitoring or Financial Crime Compliance-related role, specializing in business-related anti-money laundering at a leading FinTech or bank.
• Experience in working for UK and Europe based Financial Institutions or Fintech (experience with banking firms is essential)
• You are able to work well as part of a team; decisive; goal-oriented; proactive.
• You have a good understanding of the UK regulations (including POCA, TACT) and EU regulations.
• You have excellent verbal, written, and interpersonal communication skills in English. German or French will be an advantage
• You have experience in conducting complex investigations including reporting Suspicious activity Reports
• Experience with conducting phone calls with customers.
• You have conducted investigations, including transaction reviews and third party referrals.
• You are able to multitask and successfully operate in a fast-paced, team environment.
• CAMS or ICA certifications would be a bonus.
• You may also have a university degree.

WHAT YOU’LL GET IN RETURN

• Competitive salary 
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 25 Annual leaves
• Family & Friendly Leaves

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

Berkadia Services India Pvt Ltd

Job Description

Reports To                    Manager

The Opportunity 

The Credit Analyst will be responsible for assisting Credit Operations teams (across various offices in US) at all stages of Commercial Real Estate deal underwriting. The Credit Analyst will be responsible for generating reports on property financials, evaluating risks associated with the transactions and preparing presentations for loan committee and management. The Analyst will be responsible for timely reporting and quality of work product being submitted.

In this role, individual will be required to work on one or multiple aspects of Credit Operations with the following key responsibilities –   

• Assist in all aspects of deal processing from screening and application through underwriting, closing and delivery of the loan to servicing. Generate proforma cash flows, identify and evaluate risks associated with a proposed transaction, and prepare formal presentations for management and/or loan committee.
• Act as liaison between underwriters, GPO analysts, mortgage banking staff, closers, in the collection, review, analysis, and dissemination of due diligence materials necessary for the underwriting, approval, and closing of GSE loans.
• Maintain Berkadia systems (e.g. OmniView) with current, applicable deal level data to facilitate production accurate of metrics and reports.
• Coordinate the ordering, and receipt of all third-party reports for GSE loans. Ensure timely receipt of reports from third party vendors.
• Create, organize and maintain underwriting file, create deal checklist with critical dates and deadlines identified, file and maintain deal checklist as due diligence items are received, reviewed, and accepted, and distributes updated checklist weekly.
• Perform various tasks as assigned by Underwriter which may include ordering market reports and credit reports; conducting real estate tax searches; running crime searches; and searching internet sources (e.g. Google) for sponsor, property, and market news.
• Support the UW in organizing the delivery of necessary materials to corporate funding facility partners.
• Assist the Underwriter in preparing GPO feedback material. Arrange and distribute materials for GPO debrief meeting.
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Draft / provide input to ensure that departmental policies & procedures are documented and maintained considering revised / new policies / procedures / systems on a continuous basis and present to management for approval. In addition, constantly review processes in operation and provide suggestions for improvement.
• Provide relevant management information at agreed intervals to the Manager/AVP/VP/ Site Director - India
• Work with the Asst. Manager to ensure a high level of motivation, positive communication and a professional work environment throughout the department.
• Determine and organize appropriate employee trainings/one on one meetings/team meetings, when there is a need.
• Perform other duties and special projects as assigned by Management.

Your Qualification

Education:  

• Minimum of B.Com is a must, banking industry is an added advantage.
• Prior experience within Financial Analysis is an added advantage.
• Knowledge of commercial real estate operations including cash flows is a must.
• Must be PC literate in MS windows environment with strong Microsoft Excel and Word skills.
• Excellent organizational and analytical skills.
• A willingness to learn and a positive attitude are essential.
• Ability to work independently and in a team environment through.
• Openness to take on additional responsibilities (work the unconventional way) - create job aids, work on projects to build the templates, enhance tools & technology.
• Collaborate with people across office locations.
• Must be proficient in English, excellent written and oral communication skills.
• Ability to read and interpret documentation.
• Must be able to think outside the box, research problems and provide workable solutions as needed.
• Understands the importance of training and support opportunities for further functional and interpersonal skill development.

Conditions Of Work  

• This position is in Split Shift, however, working additional hours/days is required, as necessary, to meet internal and external deadlines and fulfill the job responsibilities
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Though limited, ability and willingness to travel in India and internationally when necessary is required
• While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Functional Skills  

• Exhibit a sense of urgency in managing responsibilities.
• Exhibit solid time management skills and works to exceed all deadlines.
• Demonstrate willingness to take on additional responsibilities and work in unconventional ways.
• Exhibit proficiency and pro-activeness in interaction with various individuals and groups.
• Display ownership and work with minimum supervision.
• Display ability to follow up on all outstanding issues.
• Demonstrate an ability to manage multiple tasks under pressure and prioritize.
• Excel in managing customer expectations with consistent results.

Perks & Benefits          

Berkadia offers the best-in-class benefits to enable an enjoyable work environment for the employees. Key benefits include – 

• Leaves: Berkadia offers a comprehensive leave policy that not only helps you to plan holidays and personal milestones, but also covers exigencies such as sickness and bereavement. 

• Transportation: Berkadia offers free transportation to every employee, irrespective of their shift timings. 

• Medical Insurance: Berkadia has an inclusive medical insurance policy that covers the family members of the employees, including parents. 

• Learn while you Earn: Berkadia encourages employees to learn new skills by sponsoring degrees, certifications, training, and workshops. 

• Wellness: Berkadia has an extensive wellness program that includes annual health check, eye checkup, dental screening, OPD reimbursement, and Employee Assistance Program. 

About us 

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets.                                                            

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other status protected under the law. To learn more about Berkadia, please visit https://berkadia.com/ 

For details about India operations, please visit https://berkadia.com/india/ 

Why us? 

Here At Berkadia, We Believe People Matter. 

In fact, our people are the heart and soul of everything we do. That’s why we employ the top CRE professionals in our industry, and make sure we invest in their personal development and training. With a focus on innovation and insights, we set the bar high – and keep it there – so that we provide best-in-class service for our clients. 

Our culture, or Berkadia Way as we know it, encourages us to truly see people as people, with unique needs, challenges, and objectives. We take this into consideration when working with each other, engaging our clients, and supporting our communities. Thus, instilling a mindset that fosters our shared commitment to self-accountability helps us see our impact on each other and adjust our efforts accordingly. 

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties and to assign other duties, as necessary.

Berkadia Services India Pvt Ltd

Job Description

Reports To                    Manager

The Opportunity 

The Credit Analyst will be responsible for assisting Credit Operations teams (across various offices in US) at all stages of Commercial Real Estate deal underwriting. The Credit Analyst will be responsible for generating reports on property financials, evaluating risks associated with the transactions and preparing presentations for loan committee and management. The Analyst will be responsible for timely reporting and quality of work product being submitted.

Global Production Operations (GPO) – Teams in GPO conduct research and analysis of properties financial statements, social and economic drivers, and ownership structure to determine the value of the asset and potential loan value for various lending options.  

In this role, individual will be required to work on one or multiple aspects of Credit Operations with the following key responsibilities –   

• Assist in all aspects of deal processing from screening and application through underwriting, closing and delivery of the loan to servicing. Generate proforma cash flows, identify and evaluate risks associated with a proposed transaction, and prepare formal presentations for management and/or loan committee.
• Act as liaison between underwriters, GPO analysts, mortgage banking staff, closers, in the collection, review, analysis, and dissemination of due diligence materials necessary for the underwriting, approval, and closing of GSE loans.
• Maintain Berkadia systems (e.g. OmniView) with current, applicable deal level data to facilitate production accurate of metrics and reports.
• Coordinate the ordering, and receipt of all third-party reports for GSE loans. Ensure timely receipt of reports from third party vendors.
• Create, organize and maintain underwriting file, create deal checklist with critical dates and deadlines identified, file and maintain deal checklist as due diligence items are received, reviewed, and accepted, and distributes updated checklist weekly.
• Perform various tasks as assigned by Underwriter which may include ordering market reports and credit reports; conducting real estate tax searches; running crime searches; and searching internet sources (e.g. Google) for sponsor, property, and market news.
• Support the UW in organizing the delivery of necessary materials to corporate funding facility partners.
• Assist the Underwriter in preparing GPO feedback material. Arrange and distribute materials for GPO debrief meeting.
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Draft / provide input to ensure that departmental policies & procedures are documented and maintained considering revised / new policies / procedures / systems on a continuous basis and present to management for approval. In addition, constantly review processes in operation and provide suggestions for improvement.
• Provide relevant management information at agreed intervals to the Manager/AVP/VP/ Site Director - India
• Work with the Asst. Manager to ensure a high level of motivation, positive communication and a professional work environment throughout the department.
• Determine and organize appropriate employee trainings/one on one meetings/team meetings, when there is a need.
• Perform other duties and special projects as assigned by Management.

Your Qualification

Education:  

• Minimum of B.Com is a must, banking industry is an added advantage.
• Prior experience within Financial Analysis is an added advantage.
• Knowledge of commercial real estate operations including cash flows is a must.
• Must be PC literate in MS windows environment with strong Microsoft Excel and Word skills.
• Excellent organizational and analytical skills.
• A willingness to learn and a positive attitude are essential.
• Ability to work independently and in a team environment through.
• Openness to take on additional responsibilities (work the unconventional way) - create job aids, work on projects to build the templates, enhance tools & technology.
• Collaborate with people across office locations.
• Must be proficient in English, excellent written and oral communication skills.
• Ability to read and interpret documentation.
• Must be able to think outside the box, research problems and provide workable solutions as needed.
• Understands the importance of training and support opportunities for further functional and interpersonal skill development.

Conditions Of Work  

• This position is in Split Shift, however, working additional hours/days is required, as necessary, to meet internal and external deadlines and fulfill the job responsibilities
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Though limited, ability and willingness to travel in India and internationally when necessary is required
• While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Functional Skills  

• Exhibit a sense of urgency in managing responsibilities.
• Exhibit solid time management skills and works to exceed all deadlines.
• Demonstrate willingness to take on additional responsibilities and work in unconventional ways.
• Exhibit proficiency and pro-activeness in interaction with various individuals and groups.
• Display ownership and work with minimum supervision.
• Display ability to follow up on all outstanding issues.
• Demonstrate an ability to manage multiple tasks under pressure and prioritize.
• Excel in managing customer expectations with consistent results.

Perks & Benefits          

Berkadia offers the best-in-class benefits to enable an enjoyable work environment for the employees. Key benefits include – 

• Leaves: Berkadia offers a comprehensive leave policy that not only helps you to plan holidays and personal milestones, but also covers exigencies such as sickness and bereavement. 

• Transportation: Berkadia offers free transportation to every employee, irrespective of their shift timings. 

• Medical Insurance: Berkadia has an inclusive medical insurance policy that covers the family members of the employees, including parents. 

• Learn while you Earn: Berkadia encourages employees to learn new skills by sponsoring degrees, certifications, training, and workshops. 

• Wellness: Berkadia has an extensive wellness program that includes annual health check, eye checkup, dental screening, OPD reimbursement, and Employee Assistance Program. 

About us 

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets.                                                            

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other status protected under the law. To learn more about Berkadia, please visit https://berkadia.com/ 

For details about India operations, please visit https://berkadia.com/india/ 

Why us? 

Here At Berkadia, We Believe People Matter. 

In fact, our people are the heart and soul of everything we do. That’s why we employ the top CRE professionals in our industry, and make sure we invest in their personal development and training. With a focus on innovation and insights, we set the bar high – and keep it there – so that we provide best-in-class service for our clients. 

Our culture, or Berkadia Way as we know it, encourages us to truly see people as people, with unique needs, challenges, and objectives. We take this into consideration when working with each other, engaging our clients, and supporting our communities. Thus, instilling a mindset that fosters our shared commitment to self-accountability helps us see our impact on each other and adjust our efforts accordingly. 

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties and to assign other duties, as necessary.

As our Payroll Specialist, you will be required to: 

• Monthly end to end payroll processing for UK, Germany, Kenya, Namibia and South Africa.
• Review and prepare multi country payroll monthly for hourly and salaried employees in accordance with Country, regional, and local laws, and standard accounting principles.
• Expertise[JS2.1][JS3.1][JS4.1] in handling multicurrency payroll for UK, European and African countries and exchange rates where applicable.
• Support our Payroll Manager with global payroll processes
• Ensure compliance with HMRC regulations. Process PAYE, NIC, student loans. Administer statutory payments. Year-end activities P69,P11D,P45’s
• Ensure compliance with local tax authorities in Africa, Manage local statutory deductions, pension funds, NHIF/medical schemes
• Maintain & audit current payroll system for time & attendance, employee records, etc. in preparation of payroll processing
• Partner with country managers and business HRs in the country to ensure all timekeeping tasks are completed, and support troubleshooting system issues
• Process voluntary deductions, garnishments, child support orders, tax levies, quarterly tax verifications, in accordance with all relevant laws
• Support tax-related reconciliations
• Partner with HRIS, local vendors, tax authorities and payroll providers, where appropriate, to ensure payroll tax payment deadlines and compliance requirements are met in all jurisdictions
• Answer employee questions related to time and attendance, paychecks, deductions, and taxes
• Support Finance and HR teams with special projects and reports as required
• Region specific duties:
      UK: Ensure compliance with HMRC regulations, processing PAYE, NIC, student loans, statutory payments and year-end tax related activities
      Africa: ensuring compliance with local tax authorities including but not limited to SARS, KRA, FIRS, ZIMRA, URA etc) as well as managing local statutory deductions such as PAYE, Social Security, Pension Funds, NHIF/Medical Schemes.
  

To apply for this role, you should possess the following skills, experience and qualifications: 

• Working knowledge of the Country specific taxation, statutory and benefit related wage and hour legislation
• Experienced in MS Excel including V-Lookups, Pivot Tables
• Experience with processing global payroll and liaison with vendors
• Ability to navigate through and learn HRIS/payroll systems quickly
• CPP or similar credentials preferred
• Able to work across time zones
• 3 to 6 years of experience processing payroll for a multi-national employer, demonstrating knowledge of country specific payroll tax regulations, specifically experience in the UK, Germany and South Africa is a requirement.
• Graduation or above

If this role excites you, please take a moment to complete the questionnaire below and attach your current resume. We look forward to your prompt response.

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

Instead is growing fast — with teams across the US and India — and we need a people leader who can own the full scope of People Operations globally. Based out of our Hyderabad office, you’ll be the driving force behind how we attract, retain, and enable world-class talent across all Instead locations. You’ll build and lead the People Operations function end-to-end: from talent acquisition and culture-building to HR operations, policy design, and organizational development. This is a high-impact, in-office leadership role for someone dynamic and ready to shape people strategy at a company that’s scaling rapidly across borders.

What You’ll Do

Global People Strategy

• Own and lead the People Operations function across all Instead locations (US and India), ensuring a consistent and high-quality employee experience globally.
• Talent Strategy: Build and lead a talent acquisition team to attract top-tier professionals in tax, tech, and ops across geographies.
• Organizational Development: Design org structures and talent strategies that support scale from 50 to 500+ employees across multiple offices and countries.
• Performance Management: Lead performance cycles, goal setting, and continuous feedback loops across all teams globally.
• Employer Branding: Strengthen Instead’s brand as an employer of choice in both the US and Indian talent markets.
• Business Partnership: Collaborate with leadership across the company to support people-related decisions, workforce planning, and change management.

Culture & Operations

• Drive Workplace Culture: Foster an inclusive, high-performance culture aligned with Instead’s values across all offices.
• HR Operations & Compliance: Oversee daily HR operations globally — from onboarding to exit — ensuring legal and policy compliance in every jurisdiction we operate in.
• Policy Design: Create and implement global HR policies from scratch, navigating the nuances of a cross-border, early-stage environment.
• HR Tech & Systems: Manage tools and systems to ensure seamless HR service delivery and data-driven decision-making across the organization.
• Office & Team Expansion: Support expansion plans, including setup and hiring in new cities and regions.
• Travel Flexibility: Willingness to travel across offices in India and to the US as needed for team-building, hiring, and strategic alignment.

What We’re Looking For

• 5–7 years of experience in HR management, preferably in fast-growing startups or tech-enabled businesses with a global or cross-border workforce.
• Proven success aligning HR strategies with business goals and scaling organizations from ~50 to 500 employees.
• Experience building policies and people ops processes from the ground up across multiple geographies.
• Strong understanding of labor law in India (especially in the context of offshoring and tech/ITES industries), with exposure to or willingness to learn US employment practices.
• Track record of executing DEI initiatives and building positive, inclusive workplace cultures.
• Strong interpersonal and communication skills; ability to influence stakeholders and leadership across time zones.
• Hands-on experience with HRIS, compliance, recruitment, and employee engagement initiatives.
• Ability to work full-time from our Hyderabad office, Monday–Friday, 2 PM–11 PM IST.
• Flexibility to travel as needed — across cities in India and to the US for strategic alignment and team-building.

Nice to Have

• Experience working in global or US-based companies with cross-border teams.
• Familiarity with tools like Deel, RazorpayX, Greenhouse, Notion, Slack, and Google Workspace.
• Exposure to tax, fintech, or accounting services industries.
• Professional certifications like SHRM-CP, PHR, or equivalent.

Why Join Us

Instead is on a mission to transform how taxes are managed — combining technology and expertise to simplify one of life’s most complex problems. As our Director of People Operations, you’ll have the rare opportunity to build the people function for a company scaling across the US and India — shaping culture, processes, and teams from the ground up. If you’re excited about owning global people strategy at a fast-growing startup and making a real impact, we’d love to have you on the journey.

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 IT Administrator to own and manage our complete IT infrastructure and support operations as we continue to scale our global team. You'll be responsible for ensuring seamless technology operations across our India and US offices, managing everything from user hardware deployment to security implementations and cloud administration. This role is critical to supporting our growing team's productivity and maintaining the robust technology foundation that powers our Instead platform and internal operations.

What you'll do

• Own our complete IT infrastructure and support operations including user hardware acquisition, imaging, deployment, and remote management
• Implement and maintain security measures including antivirus solutions and system updates
• Manage Single Sign-On implementation (Okta) and ongoing maintenance
• Administer gSuite and AWS for a limited set of services
• Provide comprehensive hardware and software support for internal users across global teams
• Develop and implement backup and recovery planning and procedures
• Administer additional tools including Slack, Zoom, Loom, Adobe, Microsoft Office, Tableau, and other business applications
• Collaborate with Legal, Finance, IT, Marketing, Sales, and product teams on technical requirements
• Manage release and environment deployments
• Create technical documentation and provide technical training to users
• Define requirements for technical projects and work directly with stakeholders

What you'll need

• Bachelor's degree or equivalent experience in IT or related field
• 4+ years of hands-on experience in IT Systems Administration and Support
• Strong expertise in gSuite Administration
• Experience with Single Sign-On implementations, particularly Okta
• Proficiency with both MacOS and Windows platforms (primarily MacOS environment)
• Experience with remote administration of hardware devices, including mobile devices
• Working knowledge of dynamic dashboards and report builders
• Proficiency in technical documentation and technical training
• Experience implementing and working within effective change management processes
• Ability to work on multiple high-priority projects simultaneously
• Ability to work with minimal supervision and define technical project requirements

Nice to have

• Experience with Salesforce administration
• Experience managing AWS resources and cloud infrastructure
• Background in supporting distributed global teams
• Experience in a startup or fast-growing technology company
• Knowledge of security compliance and best practices
• Familiarity with tax or financial technology environments

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
• Growth opportunities in technology infrastructure and operations
• Opportunity to build and scale IT operations for a rapidly growing global company
• Work with cutting-edge technology and support innovative product development

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 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.

Our investors include Sarah Guo from Conviction, IRIS (the largest tax software provider in the UK), and many of our partners and customers who believe in our mission and vision. Our team comes from top tax, financial services, and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, and Wolters Kluwer — as well as leading tax and accounting firms such as PwC, BDO, RSM International, and KPMG.

Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Our CEO, Andrew Argue, is a CPA and has been named among the Top 100 Most Influential People in the Accounting Profession twice.

About the role 

We’re looking for a Senior Tax Customer Support Lead to help clients discover tax savings through strategic planning and implementation using our platform — and to help guide and support members of our customer support team, including a small group based in India.

This role is ideal for someone who loves hands-on client work but is also ready to take on a leadership layer: helping set priorities, mentoring team members, and ensuring operational excellence. You’ll work closely with the Director of Client Success to ensure the team runs smoothly and clients have an exceptional experience.

What you'll do 

• Lead day-to-day support workflows with oversight of a small offshore support team, providing guidance, mentorship, and escalation support as needed.
• Onboard new clients, helping them navigate our innovative tax software and troubleshoot issues or escalate feature requests.
• Manage customer inquiries across chat, email, phone, Zoom, and platforms like Slack, Zendesk, and Intercom.
• Partner with Sales, Product, and Tax Strategy teams to ensure our software and client experience remain seamless and effective.
• Monitor support queue health, ticket volumes, and SLAs, helping ensure the team meets service goals.
• Assist in developing and improving internal processes, documentation, and knowledge base materials.
• Act as a point of escalation for complex client issues or sensitive cases.

What you'll need 

• 4+ years of customer support or success experience, ideally with at least 1 year in a lead, senior, or mentorship capacity.
• Strong troubleshooting, communication, and problem-solving skills.
• Comfort managing workflows and collaborating across multiple teams.
• Experience with ticketing/support platforms such as Zendesk, Intercom, or similar.
• A proactive mindset with the ability to step in, take ownership, and support others.
• Ability to work collaboratively in a fast-paced, evolving environment.

Why join us 

• Work with a cutting-edge tax technology platform that’s transforming the industry.
• Take on meaningful leadership responsibilities without stepping away from direct client impact.
• Join a collaborative, mission-driven team with opportunities for growth.
• Competitive compensation and benefits.
• Gain exposure to complex tax strategies across industries.
• Be part of a company making history as the first in decades to receive IRS e-file approvals across multiple return types.

Equal opportunity employer 

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) and many of our 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, Bloomberg — 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.

We’re opening an office in Hyderabad and looking for talented team members to join us.

About the Role

We are seeking a skilled and detail-oriented U.S Tax Analyst to drive tax form development and testing. You will play a vital role in creating and annotating tax forms, managing tax calculations, compliance, and contributing to the development of a cutting-edge tax software product. You will work with partners in government liaison, engineering, prompt engineering, and applied AI to achieve our annual goals to comply with U.S. government requirements. This role requires a deep understanding and familiarity with preparing and reviewing tax returns across all core U.S. tax entity types (1040, 1041, 1120, 1120S, 1065).

What You'll Do

• Leverage your expertise in preparing U.S. federal and state tax returns, including:
• Form 1040 (Individual)
• Form 1120 (C Corporation)
• Form 1120S (S Corporation)
• Form 1065 (Partnership)
• Form 1041 (Trust and Estate)
• Drive the development of tax forms including annotating forms, and testing the accuracy of printed forms.
• Collaborate with the product team to design, develop, and test tax calculations for our cutting-edge U.S. tax software.
• Validate and test calculations to ensure accuracy, efficiency, and compliance with U.S. tax laws.
• Provide actionable feedback to developers to enhance the software’s tax preparation functionality.
• Stay updated on U.S. tax law changes and assess their impact on the software.

What You'll Need

• A minimum of 3+ years of U.S. tax preparation experience is required.
• Proficiency in preparing and reviewing the following U.S. tax forms: 1040, 1120, 1120S, 1065, 1041.
• Strong knowledge of U.S. federal and state tax regulations.
• Experience with tax software platforms such as Lacerte, UltraTax, Drake Tax, CCH, or similar.
• Excellent attention to detail and problem-solving skills.
• Strong English communication skills, both written and verbal.
• CPA/CA certification or equivalent

Nice to Have

• Experience with multiple tax preparation software products
• Experience from one of the top 25 U.S. accounting firms
• Familiarity with government E-file and print requirements
• Experience with an existing tax software company (Wolters Kluwer, Thomson Reuters, Intuit or similar)

Benefits

• Competitive salary and benefits package.
• Opportunity to work on an innovative tax software product.
• Collaborative and inclusive work environment.
• Career growth opportunities with a focus on professional development.

If you meet the qualifications and are passionate about U.S. tax compliance and innovation, we’d love to hear from you!

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.

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 are seeking an experienced Webflow Developer to help create and maintain modern, responsive web applications that deliver outstanding user experiences. In this role, you will transform design concepts into interactive, accessible digital interfaces using leading technologies such as JavaScript and the React ecosystem, applying advanced performance optimization techniques. You will collaborate closely with design, backend, branding, and marketing teams—including regular partnership with our Branding —to develop scalable, maintainable frontend solutions that support user engagement and contribute to business growth. Hands-on development within Webflow will be a central focus, and experience as a Webflow architect is highly valued.

What you'll do

• Build and maintain interactive sites directly in Webflow, utilizing advanced features such as dynamic collections, localization, and component-driven structures.
• Develop responsive, branded web interfaces using HTML5, CSS3 (Grid, Flexbox), modern JavaScript (ES6+), and frameworks like React.js, Vue.js, Next.js, or Angular when needed.
• Translate designs into engaging, accessible user experiences, collaborating closely with designers using tools like Figma, Adobe XD, or Sketch.
• Optimize sites for performance, SEO, and accessibility (code splitting, lazy loading, WebP, WCAG/ADA standards).
• Integrate marketing tools and CMS platforms—Webflow CMS, Pardot, Salesforce —to support content and campaign goals.
• Automate and personalize workflows using Zapier, Make (Integromat), or Webflow’s in-built automations.
• Work hand-in-hand with the Branding and marketing team to ensure cohesive brand messaging, unified visual identity, and alignment with campaign objectives across all digital touchpoints.
• Participate in cross-functional meetings and brainstorming sessions with marketing, branding, and content stakeholders to shape, refine, and implement new digital initiatives.

What you'll need

•  5+ years web development experience with proven Webflow expertise: dynamic sites, CMS collections, localization, performance/SEO optimization
• Strong technical foundation in HTML5, CSS3, JavaScript (ES6+), and modern JS frameworks
• Design-to-code proficiency translating Figma/Adobe XD/Sketch into accessible, interactive web experiences
• Cross-platform expertise in responsive design, browser compatibility, and WCAG/ADA accessibility
• Integration skills with workflows, CMS platforms, and marketing analytics tools
• Collaborative mindset with excellent communication across teams, especially with Branding and marketing leads
• Quality-focused approach prioritizing web performance, accessibility, data-driven decisions, and attention to detail
• Adaptable problem-solver who learns new technologies, meets deadlines, and resolves technical issues effectively

Nice to have

• Advanced Webflow skills with component best practices, Client-First naming, and architect-level workflows
• Marketing tool proficiency including SEO platforms (SEMrush, Ahrefs), automation (Zapier), and paid media integration
• AI and design tools experience with ChatGPT, Midjourney, Webflow AI, and Figma collaboration
• Technical versatility in PHP, MySQL, CMS platforms, and data privacy compliance (GDPR, CCPA)
• Cross-functional experience on marketing-driven digital teams and branding projects
• A Bachelor’s degree in Computer Science, Web Development, or a related field, and relevant certifications or bootcamps, are a plus. 

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.

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 Marketing UX/UI Designer to create, develop, and maintain compelling user-centered digital content across multiple channels, including: websites, marketing email, social media, events, and paid advertising. You'll be responsible for transforming complex tax concepts and content into engaging visual narratives, optimizing brand consistency across all touchpoints, and ensuring cohesive design systems that drive user engagement. This creative role requires strong digital design expertise and brand skills, while collaborating across our marketing, product and sales teams to deliver comprehensive visual solutions that support our growing fintech and tax technology business.

What you'll do

• Work closely with the marketing department to translate campaign objectives into high‑impact creative.
• Create clear, innovative designs & animations for website pages, emails, social media graphics, event collateral, paid ads, blog visuals, motion graphics, and more.
• Use data‑driven decision‑making to generate ideas that lift engagement and conversions.
• Bring new brand-building ideas to the table and run with them—from concept through polished assets.
• Deliver production‑ready assets against tight deadlines and shifting priorities.
• Ensure visual consistency & quality—share WIP, give/receive critique, follow process.
• Stay on top of trends & tech (new design techniques, channels, tooling) and suggest ways to adopt them.

What you'll need

• 4-5+ years of UX/UI design experience in a high‑growth online or SaaS environment.
• Polished portfolio showing B2B/B2C work for SaaS, fintech, or comparable industries.
• Expert‑level Adobe CC—Photoshop, Illustrator, Premiere Pro
• Mid-level Figma skills
• Bonus skills in WordPress, ClickFunnels, Webflow or Pardot templating/design.
• Fluency with Mac OS, Google Workspace, Slack, Zoom and modern marketing stacks.
• Ability to juggle multiple projects and last‑minute requests with a positive attitude.
• Eagle‑eye for detail (misaligned pixels bother you).

Nice to have

• Motion graphics and video editing experience
• After Effects, Final Cut Pro, or other motion tools are a plus. 
• Email HTML + styling

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
• Work with innovative technology and support rapid business growth

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

As our Marketing Content Writer & Editor, you will be responsible for generating, reviewing, and refining content using AI agents to support marketing websites and campaigns. You will ensure the quality, accuracy, and effectiveness of high-volume content production while maintaining consistency with brand standards.

This role is perfect for someone who thrives in a high-production environment, has strong editorial skills, and is comfortable working with AI-generated content to refine messaging and structure.

What you'll do

• Utilize AI tools to generate and develop marketing content for websites, email campaigns, blogs, and other digital assets.
• Review, edit, and refine AI-generated content for clarity, grammar, structure, tone of voice and alignment with marketing goals.
• Ensure proper content hierarchy and formatting for readability and engagement.
• Collaborate with the Marketing and Marketing Operations teams to ensure content is created on time and aligns with campaign objectives.
• Maintain brand consistency across all content types and platforms.
• Manage high-volume content production efficiently while maintaining accuracy.
• Optimize content using SEO AI tools to improve search visibility, keyword optimization, and overall readability.

What you'll need

• 5-7 years of experience in content writing, editing, or digital content management.
• Strong command of English/American writing, grammar, punctuation, and content structuring such as APA, MLA and CMS. 
• Experience working with AI-generated content and the ability to refine outputs for better readability and engagement.
• Ability to manage multiple content pieces in a fast-paced, high-production environment.
• Strong organizational skills, attention to detail, and ability to meet deadlines.
• Successful candidate will possess at least a Bachelor's/College degree in one of these concentrations:  English Literature, Professional Writing, Creative Writing, Marketing, Communications, or similar. 
• Applicants must be willing to work in our Hyderabad office.

Nice to have

• SEO optimization experiences a PLUS, but it is not required. 

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
• Growth opportunities in technology development and Salesforce architecture
• Opportunity to build and scale critical billing and customer management systems
• Work with innovative technology and support rapid business growth

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.