TAXWELL

The Senior BI Analyst will conduct in-depth analysis of marketing, sales, and product data to derive actionable insights and partner with marketing stakeholders to forecast metrics. They will also analyze large data sets and prepare findings for business stakeholders, including executive management. | Candidates should have strong experience in marketing, sales, and revenue analytics, particularly with a B2B focus. Expertise in Tableau and SQL, along with a proactive mindset and ability to manage projects, are essential. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team. We are currently seeking a skilled Senior Data Analyst to elevate data-driven decision-making across the marketing organization. In this role, you will report directly to the Senior Manager of Analytics, assuming responsibility for analyzing the impact of our analytics initiatives. Leveraging your expertise, you will play a crucial role in supplying our marketing team with valuable insights to bolster informed decision-making. Essential Duties + Responsibilities Conduct in-depth analysis of marketing, sales, and product data to derive actionable insights. Partner with marketing stakeholders to forecast MQLs, prospects, leads status and report progress against those benchmarks. Ability to navigate multiple business lines and draw holistic insights from the tax business. Analyze large data sets of structured, semi-structured, unstructured data to discover data insights and collaborate with business partners to deliver business value. Advanced data visualization (Tableau) and dashboarding skills to support business decisions, provide recommendations and evaluate business performance. Prepare and effectively present your findings to business stakeholders, including executive management in a concise fashion. Support ad hoc business studies/reporting; inform segmentation, territory management and initiative reporting. Education + Requirements Strong experience in marketing, sales, and/or revenue analytics, with B2B focus. Demonstrated ability to translate complex data into actionable insights. Expertise in Tableau, including dashboard development, data source blending, and performance optimization. Ability to manage projects from inception to completion, coordinating across teams and delivering on time. Ability to read, write, and understand complex SQL queries for both ad-hoc and dashboard use. Experience with and understanding Google Analytics and CRM systems. Ability to deliver insights with creativity and pragmatism, ensuring a clear understanding of the "so what?" implications. A doer, who won't hesitate to roll up its sleeves. Independent thinker with confidence to challenge conventional approaches. Proactive mindset with a hands-on and can-do attitude. At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

Design and implement scalable data models and transformation pipelines to support analytics and reporting. | Requires 5+ years in analytics engineering or BI, proficiency in SQL, experience with dbt, Snowflake, Git, and understanding of data governance. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team We are seeking a detail-oriented and results-driven Senior Analytics Engineer to join our Data Analytics Engineering team. You will play a key role in bridging the gap between data engineering and data analysis by building robust, scalable, and well-documented data models that empower data-driven decision-making across the company. You’ll work closely with engineers, analysts, data scientists, and business stakeholders to transform raw data into clean, reliable datasets and ensure consistency in metrics across reporting platforms. This role is ideal for someone who thrives at the intersection of data modeling, analytics, and engineering excellence. Responsibilities Collaborate with data engineering, analytics, product, and marketing teams to design and implement reliable, scalable data models and transformation pipelines. Develop and maintain dbt models, macros, and documentation that ensure data accuracy, reusability, and clarity across the organization. Partner with business stakeholders to translate analytical needs into well-structured datasets that support reporting and self-service analytics. Support and uphold best practices for data modeling, testing, version control, and documentation across analytics workflows. Proactively identify and address issues in data quality, model performance, and pipeline efficiency. Contribute to the standardization of metrics, definitions, and semantic layers to ensure consistent reporting across business units. Participate in code reviews and knowledge-sharing to continuously improve team processes and data craftsmanship. Stay current with modern data tools, frameworks, and best practices to help evolve our analytics engineering stack. Qualifications 5+ years of experience in analytics engineering, data modeling, or business intelligence roles. Strong proficiency in SQL and experience with cloud-based data platforms (e.g., Snowflake). Hands-on experience with dbt (modular SQL, testing, documentation, Jinja). Familiarity with data ingestion tools (e.g., Fivetran) and version control systems (e.g., Git). Strong understanding of data governance, testing, and lineage principles. Ability to communicate data concepts effectively to both technical and non-technical audiences. Attention to detail, curiosity, and a proactive approach to problem-solving. Comprehension of data contract and semantic layer design concepts. Preferred Skills 5–7 years of experience in analytics engineering, data modeling, or business intelligence. Experience with AI-assisted tools and an openness to integrating them into analytics workflows Experience with modern BI tools such as Sigma, Tableau, Power BI, or Looker. Familiarity with CI/CD workflows and automation for analytics code deployment. Experience with Python for data scripting or automation. At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

The Junior GRC Associate will assist with vendor risk reviews, data subject access requests, and cookie compliance testing. They will also support general GRC activities and contribute to process improvements. | Candidates should have a bachelor's degree in a related field or equivalent experience, along with 0-2 years in a GRC or compliance environment. Strong attention to detail and familiarity with data privacy concepts are preferred. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team. We are seeking a motivated and detail-oriented Junior Governance, Risk, and Compliance (GRC) Associate to support our Information Security and Privacy programs. This role is ideal for individuals looking to build a strong foundation in compliance operations and data privacy management. The Junior GRC Associate will assist with hands-on, process-driven activities related to vendor risk assessments, Data Subject Access Requests (DSARs), and cookie compliance testing. RESPONSIBILITIES: Vendor Risk Reviews Assist with manual reviews of third-party vendors to evaluate security and compliance posture. Collect and validate vendor documentation (e.g., SOC reports, ISO certifications, security questionnaires). Maintain and update vendor records within GRC platforms. Data Subject Access Requests (DSAR) Support the intake and processing of DSARs in accordance with privacy regulations (e.g., GDPR, CCPA). Coordinate with internal stakeholders to gather necessary data and ensure timely, accurate responses. Maintain documentation and workflows to support audit readiness. Cookie & Website Compliance Testing Perform manual cookie scans and verify compliance against privacy requirements. Record findings and escalate potential issues or misconfigurations. Partner with privacy and web teams to ensure cookies are properly categorized and disclosed. General GRC Support Assist with maintaining internal compliance documentation, tracking control evidence, and supporting audits. Contribute to improvements in GRC processes, workflows, and tools. Support additional compliance or risk initiatives as needed. QUALIFICATIONS: Bachelor’s degree in Information Security, Computer Science, Business, or a related field (or equivalent experience). 0–2 years of experience in a GRC, compliance, or security operations environment (internships welcome). Strong attention to detail and ability to follow structured workflows. Familiarity with data privacy concepts (e.g., GDPR, CCPA) preferred. Excellent written and verbal communication skills. Ability to collaborate effectively with IT, Legal, and Security teams. At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

The Sr. Security Ops Analyst is responsible for real-time advanced analysis, response, and reporting of security incidents. This role also involves mentoring analysts, conducting threat hunting, and coordinating with various parties during security incidents. | Candidates must have a bachelor's degree or equivalent experience, along with five or more years in information systems security. Strong communication, analytical, and problem-solving skills are essential, as well as experience with cloud environments and scripting. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. The Sr. Security Ops Analyst/Incident Response role is a part of the Taxwell IRM team. IRM SecOps provides cyber security monitoring, reporting, and response along with detection capabilities and threat hunting. Duties include, but are not limited to: Receive incident escalations from monitoring team and assist with real-time advanced analysis, response, and reporting. Mentor and assist in training analysts to aid in their skills development and analytical capabilities. Proactively hunt for threats and enacting identification, containment, and eradication measures while supporting recovery efforts. Point person for coordination with appropriate parties during a security incident – client, management, legal, security, operations, etc. Create thorough reports and documentation of all incidents and procedures, presenting findings to team and leadership on a routine basis Supports detection capabilities and refines process through alert validation. Performs threat hunting and proactive incident response. Completes follow-through to ensure quality forensic materials are captured, preserved and documented along with details and timelines of events and recommendations to avoid future occurrences. Assist in the general maintenance and improvement of processes and/or playbooks. Conduct research regarding the latest methods, tools, and trends in digital forensics analysis. Conduct analysis using logs, previous alerts, etc. to identify trends to identify and prevent potential incidents. Ingest data from multiple sources and aggregate client metrics. Basic Qualifications Bachelor's degree or equivalent combination of CISSP certification and prior experience Five or more years of experience in information systems security. Good communication skills to interact with clients, team members, management, and support personnel. Good analytical and problem-solving skills. Ability to work independently and as part of a team, be highly self-motivated. Experience with cloud environments, such as Microsoft Azure and Amazon. Web Services; Container services and Kubernetes; Azure Monitor and/or Sentinel; Experience with AD and Entra ID; Mimecast and Microsoft Purview; Microsoft OpenAI Services; AWS technologies such as EC2, ECS, Lambdas, LightSail, and VMware Cloud. Ability to script in PowerShell, Python. Preferred Qualifications Previous expertise in consulting or finance, tax background desirable Preferred experience with EDR solutions such as Defender XDR and CrowdStrike Falcon. Experience in Data Visualization (example: PowerBI). Preferred experience with Splunk and osquery. GIAC GCFA and/or GCFR certification. Work Environment Requires being on-call during off hours. May require occasional weekend work. Location is Remote. #LI-DNI At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

The Tax Analyst I is responsible for developing high-quality and accurate tax content and integrating the information into the TaxAct software. This includes interpreting tax laws, creating calculations for tax forms, and writing Q&A questions to assist users in completing their tax returns. | Candidates should have an Associate or Bachelor degree in Accounting, Finance, Information Systems, or equivalent experience. Strong analytical skills, attention to detail, and the ability to work independently or as part of a team are essential. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support Taxwell as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive. Position Summary: The Tax Analyst I is responsible for developing high-quality and accurate tax content and integrating the information into the TaxAct software. Essential Duties & Responsibilities: Major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Interpret Federal and state tax laws and implement the calculations and tax law changes into the tax software. Create calculations for the tax forms. Design the layout of the forms. Write Q&A questions to help users accurately complete their tax returns. Write and review test case scenarios. Work closely with Scrum Team to optimize product for the consumers. Other job duties as defined. Education & Experience: Associate or Bachelor degree in Accounting, Finance, Information Systems or equivalent experience. Experience using Microsoft Excel. Strong analytical and problem-solving skills. Attention to detail and accuracy. Excellent time management and organizational skills. Ability to multi-task and meet deadlines. Ability to work independently as well as on a team. At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

Provide phone support to tax professionals using Drake Software by diagnosing and resolving software issues. | Minimum 3 years experience with Drake Software and tax preparation, strong customer service and communication skills, and basic computer proficiency. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Drake Software is a leading digital tax filing platform which offers customers professional digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Drake Software is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support Drake Software as we provide the tools and support tax professionals need to build their businesses and attract new clients. We are an organization of problem solvers continually looking for solutions to support our customers. Our customers know they can rely on Drake Software for comprehensive product excellence and value. POSITION SUMMARY: For over 40 years, Drake Software LLC has designed, developed and distributed automated tax preparation solutions for tax professionals and is looking for seasonal agents who have Drake Software and tax preparation experience to help support our clients. ESSENTIAL DUTIES & RESPONSIBILITIES: Diagnose, troubleshoot, and resolve inquiries from tax professionals via phone, ensuring prompt and accurate solutions. Interviews end user to collect information about problem and leads user through diagnostic and troubleshooting procedures to provide resolution. Provide comprehensive support by identifying, researching, isolating, and resolving the majority of user problems. For intricate issues, partner with designated staff to facilitate appropriate advanced support and resolution. Accurately document and track all customer interactions and resolutions for continuous improvement and follow-up on any unresolved problems timely. Maximize positive relationships and customer experience through delivering exceptional, empathetic service in every interaction. Adhere to established best practices, procedures, scripts, and direction provided by management. Maintain consistent, reliable attendance and adherence to your schedule for all shifts. EDUCATION & EXPERIENCE: Minimum of 3 years prior experience using Drake Software Navigational awareness, critical thinking skills Basic computer and keyboarding skills required Strong customer service skills required Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions Strong verbal and written communications skills required (good grammar, active listening, voice and diction) Strong reading comprehension and critical thinking skills required NEEDED ATTRIBUTES & COMPETENCIES: Minimum of 3 years' proficient experience with Drake Software, including in-depth product navigation and utilization Navigational awareness, critical thinking skills Basic computer and keyboarding skills required Strong customer service skills required Ability to build rapport and demonstrate empathy with customers through friendly, courteous and helpful interactions Strong verbal and written communications skills required (good grammar, active listening, voice and diction) Strong reading comprehension and critical thinking skills required A genuine desire to help others and a commitment to providing excellent service NEEDED ATTRIBUTES & COMPETENCIES: Commitment to Quality – strong attention to detail and accuracy Ability to clearly and concisely communicate both in written and oral formats Ability to understand/comprehend varying levels of training and follow directions Committed to consistently meeting and exceeding client expectations Proven dependability and professionalism At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

The Tax Analyst serves as a consultant for Taxwell, helping customers maximize their tax refunds through effective use of tax credits and deductions. The role emphasizes a fresh, non-traditional approach to the tax industry while advocating for customer needs. | Candidates should have a background in tax preparation and technology, with a focus on providing excellent customer support. A commitment to diversity and inclusion is also valued in potential applicants. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Serves as a consultant for Taxwell At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

The Principal AI Engineer will design and implement AI-powered tools to enhance internal software engineering workflows. This role will focus on improving developer productivity and accelerating software delivery through automation and AI technologies. | Candidates should have over 10 years of software engineering experience, including at least 3 years in a Principal-level role. Proven experience in building and deploying AI-enabled solutions and proficiency in Python or TypeScript is required. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team. We are seeking a Principal AI Engineer to design and implement AI-powered tools that transform internal software engineering workflows. This role focuses on using LLMs, prompt engineering, and automation to improve developer productivity, reduce manual tasks, and accelerate software delivery. This position is for a senior-level engineer who has already operated at the Principal level, with a proven track record of building and deploying AI-enabled solutions used by engineering teams. Responsibilities Build and maintain AI-powered tools that improve developer workflows such as test generation, documentation, onboarding, and code review. Develop and refine LLM prompts and workflows using models like GPT-4, Claude, and open-weight models such as LLaMA. Integrate commercial and open-source AI tools (e.g., GitHub Copilot, OpenAI APIs) into developer environments including GitHub, VSCode, and CI/CD pipelines. Design and implement agent-based systems using frameworks like LangChain, LangGraph, or similar. Build RAG pipelines using vector databases such as Pinecone, FAISS, or Chroma to ground AI outputs in internal documentation and codebases. Collaborate with DevOps, platform, and engineering teams to embed AI tooling into development pipelines and infrastructure. Evaluate, test, and improve system performance through telemetry, developer feedback, and automated metrics. Required Qualifications 10+ years of software engineering experience, including 3+ years in Principal-level or Staff-level engineering roles. 3+ years building internal developer tools, DevEx platforms, or productivity systems. Proven experience building and deploying LLM-enabled tools using prompt engineering, retrieval-augmented generation (RAG), or agent orchestration. Proficiency in Python and/or TypeScript. Hands-on experience with CI/CD systems such as GitHub Actions, GitLab, or Jenkins. Experience with LLM APIs (e.g., OpenAI, Anthropic) and orchestration frameworks (e.g., LangChain, LangGraph). Familiarity with vector database systems and embedding techniques. Experience deploying systems on AWS, GCP, or Azure. Preferred Qualifications Experience developing internal copilots, AI assistants, or IDE-integrated developer tools. Background in regulated industries such as fintech, tax, or healthcare. Experience fine-tuning or customizing open-weight LLMs (e.g., LLaMA 3, Mistral). At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice

The Sales Manager will lead a high-performing sales team focused on driving revenue growth and achieving sales targets. This role includes overseeing pipeline health, conducting performance analysis, and collaborating cross-functionally to align on revenue-generating initiatives. | Candidates should have 5+ years of B2B sales experience, including at least 2 years in a management role, with advanced Salesforce CRM skills. Strong analytical, organizational, and communication skills are essential, along with a preference for experience in software or SaaS sales. | Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Position Summary The Sales Manager will be responsible for leading a high-performing sales team with a relentless focus on driving revenue growth. This role demands a results-oriented leader who can set clear performance expectations, motivate team members, and hold them accountable to ambitious sales targets. The ideal candidate brings proven expertise in pipeline management, forecasting, and Salesforce CRM, with a strong ability to analyze performance metrics and translate them into actionable strategies. In addition to team development, the Sales Manager will collaborate cross-functionally to ensure alignment around revenue-generating initiatives. Key Responsibilities Team Leadership & Performance Management Lead, coach, and develop a team of Account Executives to exceed revenue targets and KPIs. Set clear performance goals, conduct regular 1:1s, and provide ongoing feedback and coaching. Foster an accountability-driven culture centered around quota attainment and customer growth. Sales Operations & Pipeline Management Oversee pipeline health, sales activity, and conversion rates to ensure predictable revenue generation. Maintain high standards of data hygiene and reporting accuracy within Salesforce. Continuously reinforce sales training programs and methodologies to ensure team proficiency, consistency in execution, and sustained performance improvement Forecasting & Reporting Deliver accurate weekly, monthly, and quarterly sales forecasts to executive leadership. Analyze team and individual performance trends to recommend strategic improvements. Collaboration & Strategy Partner with Marketing to refine lead generation and nurture programs. Provide competitive intelligence to refine battle cards, positioning, and messaging. Tradeshow Representation Represent Taxwell at industry conferences, partner events, and national/regional tradeshows. Collaborate with event planning and marketing teams to ensure successful execution and follow-up. Required Qualifications 5+ years of B2B sales experience, with at least 2 years in a sales management or leadership role. Proven track record of leading successful sales teams and achieving revenue goals. Advanced Salesforce CRM experience is a must (reporting, dashboards, opportunity management, etc.). Strong analytical, organizational, and problem-solving skills. Excellent interpersonal and communication skills with a collaborative mindset. Ability and willingness to travel up to tradeshows and industry events. Experience in software or SaaS sales preferred; knowledge of tax/accounting industry is a plus. Preferred Attributes Experience with sales methodologies (e.g., Challenger, MEDDPICC, Sandler, etc.). Prior experience implementing or refining sales enablement tools and processes. Ability to work effectively in a fast-paced, high-growth environment. Familiarity with sales analytics tools (e.g., Zoom Revenue Accelerator, Gong, Clari, Outreach, SalesLoft). At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team. Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients. https://bit.ly/taxwellapplicantprivacynotice