Instead
Tax technology
TaxEngineer
Neural analysis suggests this role is
optimal for Mid candidates.
“Tax Engineer at Instead. Skills: Tax expertise, Technical implementation. Go onsite to firm offices. Lead Instead implementation”
What You'll Achieve.
Ensure maximum value from platform
Industry & Context.
Travel to client sites, Onsite at firm offices
What They're Looking For.
Must Have
3-7 years of experience in public accounting, 3-7 years of experience in tax technology, 3-7 years of experience in tax consulting, Fluent in SaaS tools, Fluent in SaaS workflows, Exceptional communication skills, Exceptional client relationship skills, Willingness to travel to client sites
Nice to Have
CPA or equivalent tax credential preferred
What You'll Do.
Go onsite to firm offices
Lead Instead implementation
Configure tax workflows
Integrate Instead with tech stack
Bridge gap between product team
Bridge gap between clients' tax operations
Become trusted advisor
Advise on tax technology strategy
How You'll Work.
Team & Collaboration
Work with accounting firms; Work with product team; Work with clients' tax operations
Communication Scope
Client relationship
Full Job Description
About Instead Instead is reinventing tax technology. We are the first company in decades to receive IRS approval to e-file for Individuals, C Corps, S Corps, Partnerships, and Estates & Trusts. Our platform empowers tax professionals with AI-driven workflows, automated compliance, and seamless integrations. About the Role We are looking for a Tax Engineer — a unique hybrid of tax expertise and technical implementation. Think of it as the tax equivalent of a legal engineer at Harvey or Legora. You will work directly with accounting firms to help them implement Instead, design tax workflows, integrate their systems, and ensure they get maximum value from our platform. What You Will Do Go onsite to firm offices to lead Instead implementation and onboarding Design and configure tax workflows tailored to each firm's processes Help firms integrate Instead with their existing tech stack (Google Drive, OneDrive, Box, and 20+ integrations) Bridge the gap between our product team and our clients' tax operations Become a trusted advisor to firm leadership on tax technology strategy What We Are Looking For CPA or equivalent tax credential preferred 3-7 years of experience in public accounting, tax technology, or tax consulting Comfort with technology — you do not need to code, but you should be fluent in SaaS tools and workflows Exceptional communication and client relationship skills Willingness to travel to client sites Entrepreneurial mindset — this is a new role and you will help define it
Applying for this Tax Engineer role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Instead?
Real rants from real employees. Read before you apply.