Job
Description
As a Tax Staff member at Instead, you will play a crucial role in assisting clients to identify tax savings opportunities through strategic tax planning and implementation. Your responsibilities will involve working closely with individuals and businesses year-round, guiding them in identifying tax strategies, assisting with implementation, and ensuring seamless execution from planning to filing. Additionally, you will collaborate with the US and India teams, as well as US-based tax and accounting firm partners, to provide comprehensive tax advisory services that extend beyond traditional compliance work. Your key responsibilities will include supporting clients in identifying tax savings opportunities, preparing federal and multi-state tax returns for various forms such as 1040, 1041, 1120, 1120S, and 1065, assisting with tax planning engagements, conducting research on relevant tax issues, working closely with managers and partners on client matters, and aiding in quarterly estimates preparation and tax return filing using Instead software. To excel in this role, you should have a minimum of 3 years of public accounting experience with exposure to tax compliance, proficiency in preparing tax returns for specific forms, strong attention to detail, excellent organizational skills, the ability to work collaboratively in a team setting, a willingness to learn and grow in tax advisory services, and effective communication skills for client interactions. While not mandatory, it would be advantageous if you possess an active or pursuing CPA license, an EA (Enrolled Agent) license, experience with tax planning and advisory services beyond compliance, familiarity with US-based accounting and tax firms, knowledge of multi-state tax compliance requirements, and experience in complex tax research and memo writing. Joining Instead will offer you the opportunity to work on a cutting-edge tax tech platform, be part of a collaborative and mission-driven team, receive competitive compensation and benefits, gain hands-on exposure to complex tax issues across diverse industries, work in a supportive environment with mentorship opportunities and upward mobility, build lasting client relationships, and make a meaningful impact on their financial outcomes. As an Equal Opportunity Employer, Instead values diversity and inclusion. Please note that all candidates who receive and accept employment offers are required to complete a background check before joining our team.,
