Lead Tax Analyst

The Opportunity

Taxes are your #1 expense. What’s everything you could be doing, Instead?

Our goal is to build the largest tax company in the world and help people change how they organize their business and life finances to save money, time, and achieve financial independence.

As the Lead Tax Analyst, you will be in charge of building, training and managing a team of tax analysts working on the tax products within Corvee & Instead.

If you’ve got a data-driven mindset and love being in a role where you are very organized and detail-oriented, and of course, geek out about taxes, we’d love to have you so please read on!

Note : We are in the process of rebranding from Corvee to Instead. You can check out more about careers at our company at You can also check out our new software at .

What You’ll Do

• Review tax forms and calculations from tax analysts.
• Complete tax forms which include form coding, referencing, and tax calculations.
• Test tax forms inside our software tool and ensure they are properly coded to create an accurate tax calculation.
• Prepare complex calculations related to tax forms assigned.
• Perform quality assurance procedures on tax forms, calculations, and tax planning strategies that have been prepared by other analysts and provide feedback to analysts, managers, and engineers.
• We will be hosting in person product meetings in San Francisco throughout the year. This role will require travel during those product meetings.

What You’ll Need to Get the Job Done

The successful candidate will be responsible for completing high-profile tax projects, developing new projects that advance the effectiveness of our tax software, and producing new processes and procedures to advance our product suite and tax team.

If you have experience in tax planning and tax compliance, then this position will come naturally to you.

Here’s what we’re looking for :

• CPA certificate, EA, JD or LLM highly preferred.
• 5+ years experience in tax planning and tax compliance for small businesses.
• Able to learn quickly, leverage and adapt to new AI tools to assist with day-to-day responsibilities (Using LLMs such as ChatGPT, ClaudeAI, Llama 3, etc)
• Able to thrive in a fast-paced and completely remote work environment.
• Strong analytical skills.
• Good communication and writing skills, with experience researching and implementing tax policies.
• Ability to work well both independently and with a team, often on tight deadlines.
• Advanced to Expert knowledge of MS Excel and GSuite.
• Articulate and concise in both written and oral communication.
• Impeccable attention to detail.
• Tech-savvy (experience with picking up new tech apps).
• Ability to shift between tasks with ease.

Working At Corvee

We’re proud of our amazing high-growth and this is all due to our best and most important asset : our team!

If you’ve got passion and enthusiasm for a product and a desire to come to a fast-growing fintech company to make an impact, we’ve got the perfect opportunity for you!

• Unlimited Vacation
• Company equity
• Quarterly bonus pool potential
• 401k match
• Medical / Dental / Vision insurance
• Parental leave
• Amazing team members
• Competitive compensation
• And Much More : These perks are just the beginning. We have a lot more up our sleeve!

Instead by Corvee is a distributed company with a headquarters in the San Francisco area. If you are local, great! If not, a large majority of our team is all throughout the US and are invited to come to the office when available.