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 detail-oriented Senior Staff Accountant to support our financial operations as we continue to scale our tax technology business. You'll work closely with our VP of Accounting to handle daily bookkeeping, payroll processing, and financial reporting while supporting critical processes from sales operations to year-end tax preparation. This role is essential for maintaining accurate financial records, ensuring timely reporting, and building scalable financial processes that support our growing Instead platform and global team operations.
What you'll do
- Perform and review daily bookkeeping activities and account reconciliations
- Run weekly payroll processing and provide additional support with sales commission calculation processes
- Process travel and expense (T&E) reimbursements for team members
- Monitor accounts receivable on a daily basis and follow up with past due accounts
- Assist with finance systems to ensure accurate and efficient financial reporting
- Provide operational support for processing new sales transactions
- Assist in supporting our year-end tax process with our VP of Accounting and third-party tax attorneys
- Support various ad hoc projects including research, data collection, analysis, and coordination to ensure timely project completion
- Partner with our VP of Accounting to build and refine a repeatable monthly financial close process
What you'll need
- 2+ years of bookkeeping experience required
- Bachelor's degree in Accounting or Tax preferred
- Advanced Google Suite skills (Google Sheets, Google Slides, Google Docs, Gmail, Google Calendar, etc.)
- Technical competence in bookkeeping systems and ability to build and read financial metric reports
- Strong learning abilities and tech-savvy approach to data tools that maximize operational efficiency
- Detail-oriented and highly organized with strong attention to accuracy
- High level of integrity when handling confidential information including payroll and company financials
- Ability to work independently and manage multiple priorities effectively
Nice to have
- 2+ years of experience working in a fast-paced, innovative environment
- Experience with Salesforce billing, CPQ, and Xero accounting software
- Experience supporting year-end tax processes and working with external tax professionals
- Background in technology or SaaS companies
- Experience with accounts receivable management and collections
- Knowledge of commission calculation processes and sales operations
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 finance, accounting, and operations
- Opportunity to build scalable financial processes for a rapidly growing company
- Work with innovative technology and support meaningful 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.
