TAXWELL

Lead the architecture and delivery of AI platforms, tools, and products while setting standards for secure, reliable, observable AI systems. | Requires 10+ years of software engineering, at least three years at Principal or Staff level, production AI and hands-on LLM experience, programming proficiency, cloud deployment experience, and strong architectural judgment. | 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. Description: We are seeking a Principal AI Engineer to lead the design, development, and deployment of AI-powered systems across Taxwell. These systems include: AI tools and applications used across multiple internal departments (engineering, operations, support, product, tax, compliance, and more) Customer-facing AI capabilities embedded in our existing products The creation of entirely new AI-native products that leverage AI as a foundational capability ​ This is a senior, hands-on technical role for an engineer who has operated at the Principal level and has a strong track record of turning emerging AI capabilities into production-grade systems with real business impact. You will act as both a technical leader and a multiplier—shaping architecture, setting standards, and enabling teams across the company to build effectively with AI. RESPONSIBILITIES: AI Platforms & Internal Enablement Design and build AI-powered tools that improve productivity across engineering and non-engineering teams (e.g., developer workflows, customer support tooling, tax development, operations, compliance, and analytics). Develop internal AI platforms, shared services, and reusable components that enable teams to safely and effectively build AI-powered applications. Build and maintain retrieval-augmented generation (RAG) systems grounded in internal documentation, codebases, tax knowledge, and proprietary data. Partner with DevOps, platform, and security teams to ensure AI systems are scalable, observable, secure, and compliant. Customer-Facing AI & AI-Native Products Embed AI capabilities into existing Taxwell products to improve accuracy, usability, personalization, and customer outcomes. Architect and build new customer-facing products where AI is a core differentiator, not an add-on. Work closely with product, design, and tax domain experts to translate real user problems into effective AI powered solutions. Ensure AI features meet high standards for reliability, explainability, and trust—especially in a regulated domain like tax. Technical Leadership & Strategy Design and implement agent-based systems using frameworks such as LangChain, LangGraph, ADK, or similar. Evaluate and integrate commercial and open-source AI technologies, including frontier models and open-weight LLMs. Establish best practices for prompt engineering, evaluation, monitoring, and continuous improvement of AI systems. Influence AI architecture and technical direction across the organization through design review and hands-on collaboration. Measure system effectiveness using telemetry, automated metrics, and qualitative feedback from internal and external users. REQUIRED QUALIFICATIOS: 10+ years of software engineering experience, including 3+ years' operating at a Principal- or Staff-level role. Proven experience designing and deploying production AI systems used by real users. Strong hands-on experience with LLM-enabled systems, including prompt engineering, RAG, and agent orchestration. Proficiency in Python and/or TypeScript. Experience integrating AI systems with real-world applications, workflows, and data sources. Familiarity with vector databases and embedding techniques (e.g., Pinecone, FAISS, Chroma). Experience deploying and operating systems on AWS, GCP, or Azure. Strong architectural judgment and the ability to balance experimentation with production rigor. PREFERRED QUALIFICATIONS: Experience building AI platforms or internal copilots used across multiple teams or departments. Experience developing customer-facing AI products at scale. Background in regulated industries such as fintech, tax, or healthcare. Experience fine-tuning or customizing open-weight models (e.g.,GPT-OSS-120B, Mistral 3, GLM-4.7). 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 828-349-5887 to speak with a member of the HR Talent Acquisition team.

Design, implement, and test frontend and backend features while maintaining performance and reliability across tax filing systems. | 5+ years professional experience with .NET, Vue or Angular, C++, Microsoft development tools, and AI-assisted workflows. | 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. TaxAct 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. TaxAct 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 TaxAct 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. This role is ideal for an experienced Senior Software Engineer who is comfortable taking ownership of complex features, solving challenging technical problems, and working across both mature and evolving systems. You’ll design and deliver features, troubleshoot difficult issues, refactor existing applications, and contribute to technical design and delivery decisions. The work spans several technologies, with the current mix approximately 40% .NET, 30% Vue, 20% C++, and 10% Angular. We value engineers who think critically, ask good questions, and take pride in building high-quality software. AI-assisted development is a growing part of our workflow, and you’ll be expected to use tools such as GitHub Copilot, Cursor, Claude Code, or similar tools to increase velocity while maintaining high standards Responsibilities Design, implement, and test frontend and backend features across our tax filing systems Debug and resolve application issues, improving performance and reliability Participate in design and code reviews, offering and receiving constructive feedback Collaborate with product, design, and QA to scope and deliver reliable features on time Write testable, production-quality code, leveraging AI tools when appropriate to accelerate development, explore options, or improve documentation Contribute to maintainability not just in your own work, but in how the system fits together overall Build a deep understanding of the tax filing domain, system architecture, and codebase in order to contribute thoughtfully, challenge assumptions, propose improvements, and grow your design instincts over time Qualifications 5+ years of professional software engineering experience Strong experience developing applications with .NET Experience with Vue and/or Angular Exposure to C++ is helpful but not required. This role includes maintenance of existing C++ applications, so candidates should be comfortable learning and working with C++ as needed Familiarity with Microsoft development tools and workflows such as Visual Studio, SQL Server, and Azure DevOps Experience building, debugging, and maintaining production systems Ability to independently break down complex problems, evaluate solutions, and drive work through completion Experience contributing to technical design discussions and code reviews Familiarity with AI-assisted development workflows such as GitHub Copilot, Cursor, Claude Code, or similar tools, and a willingness to continue developing that skill Bonus Skills Experience with AWS (preferred), or other cloud platforms such as Azure or GCP Experience working in Agile or Scrum-based teams Experience in highly regulated domains such as tax, fintech, or healthcare 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 828-349-5887 to speak with a member of the HR Talent Acquisition team.

Lead design, implementation, and engineering of enterprise identity and access management solutions including authentication, authorization, federation, and identity controls for cloud, SaaS, and AI platforms. | 7+ years experience in enterprise IAM, proficiency with Microsoft Entra ID, Okta, cloud security protocols, Zero Trust principles, and modern authentication standards. | 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. Senior Identity Engineer Role Summary We are seeking a highly skilled Senior Identity Engineer to lead the design, implementation, and ongoing engineering of the organization's identity and access management (IAM) capabilities. This role combines hands-on engineering with solution architecture, ensuring secure, scalable, and modern identity services across cloud and SaaS platforms. Key Responsibilities Design, implement, and maintain enterprise IAM solutions across Microsoft 365, Microsoft Entra ID, Okta, AWS, Azure, and SaaS applications. Lead the design, engineering, and operational support of identity services, including authentication, authorization, federation, SSO, MFA, lifecycle management, and privileged access. Develop identity standards, reference architectures, and engineering best practices aligned with Zero Trust principles Design and implement secure identity integrations for cloud platforms, applications, APIs, and third-party services. Design and implement identity controls for AI platforms and services, including secure authentication, authorization, workload identities, API security, and access governance for enterprise AI solutions. Partner with security and engineering teams to implement identity controls for AI agents, copilots, machine identities, and service accounts while supporting Zero Trust principles and least-privilege access. Engineer and support identity governance capabilities, including Joiner-Mover-Leaver processes, access reviews, role-based access control (RBAC), and privileged identity management. Partner with infrastructure, cloud, application, and security teams to integrate identity into enterprise solutions and cloud architectures. Support identity-related security initiatives, incident response, and continuous improvement activities. Evaluate new IAM technologies and proof-of-concept and security benchmarking of identity technologies. Required Experience 7+ years of experience designing and implementing enterprise IAM solutions. Strong hands-on experience with Microsoft Entra ID, Microsoft 365, Okta, AWS IAM, and Azure identity services. Experience implementing SAML, OAuth 2.0, OpenID Connect, SCIM, and modern authentication protocols. Strong understanding of Zero Trust, identity governance, privileged access management, and cloud security best practices. Experience securing modern identity architectures for cloud, SaaS, APIs, and AI-enabled applications, including OAuth, OpenID Connect, workload identities, and machine-to-machine authentication. Understanding identity security considerations for Generative AI and AI agents, including secure access to AI platforms, API authorization, secret management, and governance of AI service identities. Experience integrating SaaS applications with enterprise identity providers. Experience with Infrastructure as Code and Automation (PowerShell, Python, or similar) is preferred. Excellent communication and stakeholder engagement skills with the ability to translate business requirements into secure identity solutions. Preferred Qualifications Relevant certifications such as Microsoft, Okta, AWS, Azure Identity & cloud security certifications. Experience with identity governance and administration (IGA) platforms. Experience supporting hybrid identity environments and large-scale cloud migrations. 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 828-349-5887 to speak with a member of the HR Talent Acquisition team.