TAXWELL

Lead the design, development, and deployment of AI-powered systems and products across the company. | Over 10 years of software engineering experience, proven AI deployment experience, proficiency in Python/TypeScript, and familiarity with AI platforms and cloud deployment. | 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. 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

Manage creative project workflows, coordinate stakeholders, and improve processes for marketing and product initiatives. | Experience managing multiple creative or marketing projects, proficiency with project management tools, and strong stakeholder management skills. | 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. About Us We’re a leading provider of tax filing software that helps individuals and businesses simplify the complexities of tax season. Our marketing and product teams move fast, and our creative work plays a critical role in how we show up for customers across channels. We’re looking for a motivated, detail-oriented Senior Project & Program Manager to help keep our creative engine running smoothly. Role Overview In this role, you’ll be the front door and central driver for creative work across channels like display advertising, CRM, product pages, and more. You’ll own the intake, triage, scheduling, and day-to-day management of creative projects, ensuring the right information is captured up front, the right people are assigned, and work moves from request to delivery on time. You’ll partner closely with designers, copywriters, channel owners, product marketing, and other stakeholders in a fast-moving environment. Over time, there is also opportunity to lead larger cross-functional programs (for example, a new product feature launch) and help shape how our creative operations run. The ideal candidate will have experience leading marketing, advertising, and product related projects comprised of multidisciplinary resources, with experience in collaborating with key stakeholders as well as third-party partners. What You’ll Do –Own creative intake & triage Serve as the primary point of contact for creative requests across channels (paid social, CRM, product pages, etc.). Ensure requests include clear objectives, requirements, timelines, and approvals before work starts. –Plan & schedule work Build and maintain project schedules, assigning work across designers, copywriters, and other contributors. Balance priorities and capacity to keep the team focused on the most important work. –Drive projects to completion Track projects from kickoff through delivery, proactively identifying risks, clarifying dependencies, and removing roadblocks. Keep stakeholders informed with concise, timely updates on status, risks, and decisions needed. –Coordinate stakeholders Navigate a cross-functional environment that includes channel owners, product, legal, and leadership. Facilitate alignment on scope, timing, and trade-offs when priorities shift. –Improve process & ways of working Help refine and document workflows, templates, and checklists for creative intake, reviews, and approvals. Look for opportunities to streamline recurring work and make it easier for teams to do their best work. –Lead cross-functional programs For key initiatives (e.g., a new product feature or campaign), coordinate the plan across teams and channels, ensuring the right work happens at the right time. Qualifications 5–8+ years of experience in project or program management, preferably supporting creative, marketing, or digital teams. Proven experience managing multiple projects at once, from intake through delivery, in a cross-functional environment. Experience working closely with creative teams (design, copy, content). marketing/channel owners, legal counsel and leadership teams. Proficiency with project/work management tools (e.g., Asana, Workfront, Smartsheet, Jira, or similar). Strong organizational, communication, and stakeholder management skills. Project management certification is a plus but not required. What We Offer Opportunity to develop and grow as part of a supportive team. Hands-on experience shaping internal culture and communications. A collaborative environment where self-motivation and initiative are encouraged. Remote working culture 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. 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

Assist customers with tax document gathering, answer tax-related questions, and ensure accurate and complete tax return preparation support. | Previous tax preparation experience, PTIN, knowledge of tax laws, excellent communication, and attention to detail. | 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. POSITION SUMMARY: As a remote, seasonal Full Service Support, you will play an important role in delivering a delightful experience that seeks to unlock tax advantages for our customers by leveraging your tax expertise and exceptional communication and interpersonal skills. You will assist clients during the document gathering and preparation phase of their tax returns. This seasonal position plays a key role in helping customers understand what documentation is required, how to organize it, and how to ensure completeness and accuracy prior to filing. Candidates must have prior tax preparation experience and a valid PTIN (Preparer Tax Identification Number). ESSENTIAL DUTIES & RESPONSIBILITIES: Major responsibilities of the seasonal Full Service Support 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. Assist customers in identifying and gathering the appropriate tax documents needed to complete their returns. Answer questions related to tax forms, income documents (W-2s, 1099s, etc.), deductions, and filing requirements. Provide clear, professional, and friendly support via phone, chat and email during the early stages of tax return preparation. Troubleshoot issues and offer guidance using internal tools, IRS resources, and standard procedures. Leverage prior tax preparation knowledge to help customers ensure they are compiling accurate and complete information. Communicate recurring questions or document-related challenges to management. Contribute to updates and improvements in the internal knowledge base and support materials. Maintain confidentiality and adhere to all compliance and data security standards. Uphold a professional image and represent TaxAct with integrity and care. May be cross-trained on other product lines in order to support other queues, as needed. Additional job duties as needed. EDUCATION & EXPERIENCE: Required Qualifications and Skills: Previous experience preparing individual tax returns (Form 1040), including federal and state returns. Valid PTIN issued by the IRS. Basic knowledge of tax laws and tax concepts. Excellent written and verbal communication skills. Strong attention to detail with the ability to multitask effectively. Critical thinking and strong problem-solving skills. Excellent time management skills and the ability to prioritize tasks in a high-volume environment. Demonstrated persistence and determination in resolving customer concerns. Helps maintain a positive, collaborative work environment. Must have (or be willing to obtain) a private, dedicated hardwired internet connection. Some experience providing support in a call center environment (work-from-home or on-site) is a plus. Ability to work extended hours during peak tax season (January-April). Preferred Qualifications: Experience with TaxAct or similar tax preparation software. Customer service experience, especially in tax, accounting, or finance. 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. 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 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