Instead
Tax Manager
Salt Lake City, Utah · Staff+
Sponsorship not specified$30k-$50kDetected 35 days ago
AccountingTax
About the role
- Instead's Tax Managers are experienced tax professionals who bring deep domain expertise to customer engagements.
- You'll work directly with accounting firms from onboarding through full adoption, ensuring they understand how Instead's AI agent fits into their specific workflows, entity types, and filing processes.
Responsibilities
- Lead high-impact customer discovery with tax firms to understand their preparation, review, advisory, document collection, and peak-season operating constraints
- Partner with Account Executives to win the tax and workflow case by translating customer needs into clear use cases, demos, and business outcomes
- Deliver executive-level demos, workshops, and working sessions that show how Instead applies to a firm's actual practice model and return volume
- Own priority customer use cases from discovery through pilot and go-live, with clear success metrics and adoption milestones
- Build and refine implementation playbooks, training materials, and best practices that scale across hundreds of firm engagements
Requirements
- 3+ years of experience in public accounting, tax preparation, or tax technology
- Deep working knowledge of US individual and/or business entity tax returns (1040, 1065, 1120S, 1120, 1041)
- You can earn credibility quickly because you've lived the work
- You can run a room of skeptical tax professionals and win them over
- You can turn a messy customer workflow into a clear pilot plan, adoption framework, and product feedback loop
- You know when to customize, when to standardize, and when to tell a customer the product is not ready for a specific workflow yet
- You are intense about quality without becoming slow.
Nice to have
- Experience with tax technology (CCH Axcess, GoSystem, OneSource, CorpTax, Lacerte, ProConnect, Drake) is a strong plus
Compensation
- Competitive base, variable compensation, and equity
- Salt Lake Office or San Francisco Office (on-site with travel)
- We evaluate candidates based on capability, judgment, ownership, and fit for the role's responsibilities.
- We welcome candidates who can help us build a category-defining company in tax technology.
Equal opportunity
- Instead is an equal opportunity employer.
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This listing is sourced directly from Instead's careers page and normalized into a canonical job model.