Instead
Tax Manager
San Francisco, California +1 · Manager · Full-time · Posted Jun 15, 2026
- Location
- San Francisco, California
Salt Lake City, Utah, United States - Experience
- 3+ years in public accounting, tax preparation, or tax technology.
About the job
Guides accounting firms through sales, implementation, and adoption of Instead’s AI tax platform, serving as a tax-domain expert and relaying customer feedback to Product and Engineering.
What you'll do
- Lead customer discovery, demos, workshops, and sales support with tax firms.
- Configure the product and lead onboarding, implementation, training, and adoption from pilot through go-live.
- Provide tax expertise throughout customer engagements and share customer insights internally to improve the platform.
What they ask for
- CPA, EA, or equivalent tax credential (active or previously held).
- 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).
- Experience working directly with accounting firm partners and staff; strong presentation and demo skills; willingness to travel for on-site engagements (estimated 30 to 50% travel).
Nice to have
- Experience with tax technology such as CCH Axcess, GoSystem, OneSource, CorpTax, Lacerte, ProConnect, or Drake.
Tools
CCH Axcess, GoSystem, OneSource, CorpTax, Lacerte, ProConnect, Drake
AI focus
Helps accounting firms adopt and use Instead’s AI agent in tax preparation, compliance, filing, and advisory workflows; gathers customer feedback to improve the platform.
Model-written summary · the original posting is authoritative