Forms Specialist

About Instead

Instead is where tax work gets done. Our AI agent orchestrates the entirety of how work gets done in tax, from preparation and compliance to filing and advisory. It’s a fundamentally new way of doing tax work, and it’s why top 500 firms, Big Four teams, and enterprise corporate tax departments are choosing Instead.

What makes us unique: we hold full government approvals with the IRS, 48 states, and all cities to e-file 1040, 1041, 1120, 1120S, and 1065, with 706, 709, 990, 5500, and 2290 coming for tax year 2026. No one else can offer this, and no one else will for years as it takes that long to pass government approvals. This lets us build product experiences that are simply unmatched in the market.

Instead is backed by Conviction, IRIS (the largest tax software provider in the UK), Skylark, and many of our partners and customers. Our team includes leaders from Intuit, Thomson Reuters, Wolters Kluwer, Gusto, PwC, BDO, RSM, and KPMG.

The national publication Accounting Today, twice recognized me as one of the “Top 100 Most Influential People in the Accounting Profession - Ones To Watch”.

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!