Forms Specialist

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) 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 seeking a detail-oriented Forms Specialist to manage the development and compliance of tax forms. You will play a crucial role in annotating forms, matching fields with government-specified values, and ensuring proper formatting of tax forms per government requirements. This position requires meticulous attention to detail and the ability to work closely with our government liaison, engineering, and quality assurance teams to meet annual compliance goals. While tax knowledge is not required, ability to learn form structure, attention to detail and data entry is essential.

What You'll Do

• Annotate tax forms with precise indications of where input boxes are located


• Match each field on tax forms with government-specified values, ensuring accuracy and compliance


• Ensure proper formatting of all tax forms according to strict government requirements


• Collaborate with cross-functional teams to implement form changes and updates


• Maintain a comprehensive database of form annotations and field mappings


• Conduct quality assurance checks on form layouts and field alignments


• Stay updated on government form requirements and communicate changes to relevant teams


• Assist in the development and testing of form generation processes

What You'll Need

• Bachelor's degree in a relevant field such as Information Systems, Computer Science, Business Administration, or Accounting is required


• Good to have experience in data entry systems, or similar roles requiring high attention to detail


• Exceptional organizational skills and ability to manage multiple form projects simultaneously


• Strong proficiency in data entry and form annotation software


• Excellent communication skills to liaise with government agencies and internal teams


• Demonstrated ability to interpret and apply complex formatting requirements


• Proficiency in Google Sheets for data management

Nice to Have

• Experience working with government forms or in a regulated industry


• Experience with tax software platforms such as Lacerte, UltraTax, Drake Tax, CCH, or similar.


• Knowledge of data validation techniques and best practices

Benefits

• Competitive salary and comprehensive benefits package


• Opportunity to work on critical compliance projects for a leading software company


• Collaborative and innovative work environment


• Career growth opportunities with a focus on technical skill development

If you have a keen eye for detail, excel at organizing complex information, and are passionate about ensuring compliance through precise form management, we'd love to hear from you!