Tax Manager

The role

Tax Managers work with accounting firms from onboarding through full adoption. You will lead customer discovery, run implementations, and partner with Account Executives to support sales cycles.

What you will do

• Lead high-impact customer discovery with tax firms
• Partner with Account Executives to translate customer needs into use cases and demos
• Lead on-site implementation sessions and remote onboarding calls
• Deliver executive-level demos, workshops, and working sessions
• Own priority customer use cases from discovery through pilot and go-live
• Serve as the domain expert throughout the customer lifecycle
• Act as the Voice of the Tax Professional internally to improve the platform
• Build and refine implementation playbooks, training materials, and best practices
• Stay current on US federal and state tax law changes and IRS filing requirements

Required qualifications

• 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 (CCH Axcess, GoSystem, OneSource, CorpTax, Lacerte, ProConnect, Drake)

About the company

Instead is where tax work gets done. Their AI agent orchestrates tax work from preparation and compliance to filing and advisory.