Tax Senior Job at Tbwa Chiat/Day Inc, San Francisco, CA

aFUrY24wdmp3L3o5WjBicUNaSGgxWWtvNFE9PQ==
  • Tbwa Chiat/Day Inc
  • San Francisco, CA

Job Description

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.

About the Role

We are looking for a tax professional to drive tax form development and testing. You will own the development and testing of hundreds of tax forms in multiple jurisdictions. You will work with partners in government liaison, engineering, prompt engineering, and applied AI to achieve our annual goals to comply with government requirements. You will liaise with the IRS as well as dozens of departments of revenue (DORs) from state and local governments to receive annual approvals for electronic and print filing. 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). You should have the ability to build accurate tax products, to take on a variety of small and big tasks, and to independently drive to meet government deadlines.

What You'll Do

  • Conduct technical reviews of tax form calculations, ensuring precise alignment with federal and state requirements
  • Guide the development of unit tests, taxpayer scenario tests, and quality assurance processes ensuring tax calculation accuracy
  • Perform tests as defined by the government to achieve approval for electronic and print filing
  • Partner with our engineering, prompt engineering, and applied AI teams to improve our tax engine's accuracy and capabilities

What You Need

  • EA, CPA, JD or equivalent deep expertise in tax compliance
  • 3+ years of experience in tax preparation or tax software development
  • Strong technical understanding of professional tax software products
  • Proven experience reviewing complex tax returns and calculations
  • Ability to translate complex tax regulations into technical requirements
  • Enthusiasm for working with cutting-edge AI technology
  • Excellence in cross-functional collaboration and communication

Nice to Have

  • Experience with multiple tax preparation software products
  • Experience from one of the top 25 accounting firms
  • Familiarity with government E-file and print requirements
  • Experience with tax research tools and methodologies

Benefits

  • Competitive salary and equity in a rapidly growing company
  • 100% medical coverage for you
  • Unlimited PTO with quarterly bonus opportunities
  • 401(k) with employer match
  • Parental leave
  • Wellness stipends
  • In-office perks and team events

Equal Opportunity Employer - M/F/D/V

We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

#J-18808-Ljbffr

Job Tags

Local area,

Similar Jobs

Medical Solutions

Travel Nurse RN - Manager - $2,729 per week Job at Medical Solutions

 ...Medical Solutions is seeking a travel nurse RN Manager for a travel nursing job in Starkville, Mississippi. Job Description & Requirements ~ Specialty: Manager ~ Discipline: RN ~ Duration: 13 weeks ~40 hours per week ~ Shift: 8 hours, days ~ Employment... 

Aerotek

Repackager Job at Aerotek

 ...a fully onsite position in Otsego,MN. Application Deadline This position is anticipated to close on Mar 28, 2025. About Aerotek: We know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled... 

Oregon Health Authority

Licensed practical nurse - state hospital Job at Oregon Health Authority

 ...Authority Salary Range: 5,276.00 - 6,330.00 Position Type: Employee Position Title: Licensed Practical Nurse - Oregon State Hospital Salem Campus Job Description: Opportunity Awaits, Apply Today! - Licensed Practical Nurse The Oregon State Hospital, a... 

Central Environmental, Inc.

Heavy Equipment Operator Job at Central Environmental, Inc.

 ...this job posting is for members of the International Union of Operating Engineers Local 302 only. Applicants will be dispatched...  ...and is currently seeking several qualified equipment operators to operate heavy machinery for construction, demolition, and excavation... 

Valvoline

Automotive Service Writer Job at Valvoline

 ...Time Increase your wages through completion of in house, paid training! Benefits Include: -Health Insurance (Dental, Vision, Medical)-Paid vacation and holidays -Matching 401(k)-Paid on-the-job training -Leadership development and coaching -Company...