Senior Staff Accountant (BLR)

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.