TaxAct

• Serve as a consultant for Taxwell • Help everyday Americans get tax advantages • Advocate for customers and provide guidance in tax preparation

• Designs, reviews, analyzes, and modifies programming systems including encoding, testing, debugging and documenting programs • Writes, tests, debugs, and maintains the detailed instructions that Drake tax software programs must follow to perform their functions • Executes programmer-level (unit) testing to identify defects and confirm the software meets specifications • Provides quick response to customer and support requests for assistance

• Drive initiatives across pre-auth and authentication surfaces • Lead through influence and technical authority • Write production code and prototype solutions • Integrate AI practices into the software workflow and uphold engineering standards

• Consultant for Taxwell • Advocate for customers in tax technology

• Advise on operational privacy matters, state consumer privacy laws, GLBA, Internal Revenue Code Section 7216, and other applicable regulations • Draft, review, and negotiate data protection agreements, vendor contracts, and technology-related contracts • Partner with GRC to strengthen governance frameworks and conduct risk and privacy assessments and internal audit functions • Support AI governance and vendor diligence, ensuring responsible adoption of generative AI and LLM technologies • Collaborate cross-functionally with IT, cybersecurity, product, development and marketing teams on AI adoption and data privacy matters • Monitor and interpret AI and consumer privacy regulations to ensure compliance with applicable laws when implementing AI tools and other technologies and develop internal guidance and training on relevant topics • Advise on privacy and data protection issues related to cookies, pixels, SDKs, and other tracking technologies used for analytics, marketing, and advertising, including oversight of analytics tools and consent management solutions

• Consultant for Taxwell • Collaborate with diverse teams on product development

• Serve as a consultant for Taxwell • Collaborate with teams to enhance tax advantages for customers

• 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.