Taxwell

• Conduct proactive threat hunting and refine detection logic for improved accuracy and context • Implement, configure, and optimize security tools, SIEM integrations, and data connections • Monitor and validate security telemetry to identify visibility gaps and improve detection coverage • Respond to escalated security incidents, performing analysis, containment, remediation, and root cause investigation • Collaborate with IT, cloud, and development teams to strengthen security controls and visibility • Create and maintain detailed incident documentation, timelines, and lessons learned • Continuously improve playbooks, automation, operational processes, and detection effectiveness • Contribute to process and capability development across the team • Assist with onboarding and troubleshooting data sources and connectors within Microsoft Sentinel

• Create user experiences and interfaces for product prototypes in keeping with industry standards and best practices • Translate user needs and business requirements into compelling experiences across web, mobile, and AI-driven touchpoints • Create user journeys, user flows, wireframes, and interactive prototypes across multiple devices and interfaces • Create low- and high-fidelity prototypes to communicate design intent, using AI-assisted tools to rapidly explore and iterate on concepts • Design innovative features that leverage generative AI to transform how users interact with and complete their tax filing experience • Contribute to defining what AI-native experiences look and feel like at scale across the Taxwell product ecosystem • Develop reusable AI-informed design patterns and interaction paradigms that can be applied across products and surfaces • Collaborate with product management, engineering, research, and data science to define, iterate, and ship features, ensuring alignment across user needs, business goals, and technical constraints • Recommend metrics to define, manage, and measure design success and prioritize enhancements • Create and present strategies and recommendations to design partners and stakeholders, articulating rationale clearly and confidently • Use expertise, storytelling, and persuasion to influence the product vision and design • Measure and explain the value of design to stakeholders using qualitative and quantitative data

Role Description 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. As a seasonal B2B Support agent, you will play an important role in delivering a delightful experience that unlocks every tax advantage for our customers by leveraging your customer service, technical, and tax expertise along with your exceptional communication and interpersonal skills. Qualifications - TaxAct Professional user strongly preferred. - Bachelor’s degree in accounting or computer-related field or equivalent education, training, or work experience preferred. - 2 plus years of tax preparation experience or equivalent preferred. - A minimum of 2 years of experience with Internet browsers & Microsoft Windows operating systems. - B2B experience a plus. - Excellent written and verbal communication skills. - Attention to detail. - Ability to multitask. - Strong problem-solving skills. - Excellent time management skills. - Typing skills – 25+ WPM required. - Must have (or be willing to obtain) a private, dedicated hardwired internet connection. Requirements - Responsible for support operations for the TaxAct Professional product lines through phone and email. - The scope of support includes: - Program connectivity - Program compatibility - Program navigation - Program usability - Program installation - General product knowledge - Provide backup support for Professional Sales as needed. - Provide professional and friendly support to all external and internal customers. - Troubleshoot and research customer issues and, when appropriate, clearly communicate them to your supervisor for a quick resolution. - Provide timely phone and email support responses to TaxAct customers. - Communicate trending issues to management. - Based on customer interactions, propose needed responses for the knowledge database. - Routinely promote teamwork and foster collaboration. - Convey a professional and positive image internally and externally. - Cross train and assist on different queues as needed to support overall operation and business demands. - Additional job duties as needed. Benefits - Supportive, open, and inclusive atmosphere. - A team that values your contributions.

Role Description We are seeking a highly skilled Technical Documentation Specialist to support our product, engineering, and marketing teams by creating, maintaining, and improving high‑quality technical and user-facing documentation. This role will backfill a critical position and provide direct support to ongoing documentation needs across platforms and products, while partnering closely with subject-matter experts to ensure content is accurate, accessible, and up to date. The ideal candidate is detail‑oriented, technically proficient, comfortable working across multiple tools, and able to thrive in a fast‑paced, collaborative environment. Key Responsibilities - Create, edit, and maintain technical documentation, user guides, release notes, and internal knowledge base content for multiple product lines - Partner with product managers, engineers, marketing, and support teams to gather, validate, and translate technical information into clear, user‑friendly documentation - Maintain documentation standards, templates, style guides, and publishing workflows - Manage document lifecycle updates tied to product changes, releases, and seasonal readiness - Publish and maintain content in Confluence, SharePoint, and web-based platforms - Utilize AI tools to improve drafting efficiency, clarity, consistency, and content maintenance - Capture and edit screenshots, visuals, and diagrams to support written content - Ensure documentation meets accessibility and usability standards, including ADA‑compliant PDFs where applicable - Support documentation needs across TaxAct and Drake product ecosystems - Assist with cross-team documentation initiatives and knowledge-sharing efforts Qualifications - Bachelor’s degree in Technical Communication, English, Journalism, Computer Science, or a related field, or equivalent practical experience - 3–5+ years of experience in technical documentation or a related role - Strong writing, editing, and information design skills - Ability to manage multiple documentation efforts simultaneously while meeting deadlines - Comfortable navigating ambiguity and evolving requirements - High attention to detail and commitment to quality, consistency, and accessibility Requirements - Experience with any combination of the following documentation & content tools: - Adobe Acrobat Pro - Adobe InDesign - MadCap Flare and MadCap Central - Snagit or comparable screenshot/screen capture tools - WordPress - Confluence - SharePoint - Office Product Suite (Word, Excel, PowerPoint, Outlook) - Project & Collaboration Tools: - Jira - GitKraken - Zoom - AI & Automation: - ChatGPT, Cursor, or other AI-assisted writing tools for drafting, editing, summarization, and content optimization - Product & Domain Experience: - Knowledge of taxes or experience with Tax Preparation Software - Prior experience documenting software, SaaS, or technical products strongly preferred - Experience supporting cross-functional teams, including technical and non‑technical stakeholders Nice to Have / Highly Preferred - Accessibility Document Specialist certification or equivalent training focused on ADA‑compliant PDFs - Demonstrated experience creating and remediating accessible documents (PDFs, web content, and user documentation) - Experience supporting tax, financial, or compliance-related products - Familiarity with version control concepts and release‑driven documentation updates - Experience working in Agile or hybrid project environments Benefits - Supportive, open, and inclusive atmosphere - Team that values your contributions

• Develop and refine models aimed at increasing revenue, ranging from simple predictive models to complex data science algorithms. • Collaborate with cross-functional teams to implement models in production, ensuring alignment with business objectives. • Act as a project manager for model implementation, coordinating efforts across teams to meet deadlines and ensure successful execution. • Make business cases detailing the expected impact and cost of these data projects, and prioritize accordingly. • Analyze the impact of implemented models, providing actionable insights to enhance future strategies. • Conduct deep dives into revenue performance metrics to identify trends and opportunities for optimization. • Work closely with business partners to translate data insights into actionable strategies that drive business value. • Prepare and present findings to stakeholders, including executive management, in a clear and concise manner. • Utilize advanced data visualization tools (e.g., Tableau) to support business decisions and communicate complex data in an easily digestible format. • Maintain a proactive mindset with a hands-on approach, ready to dive into details and challenge conventional approaches.

Role Description 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. Qualifications - Commitment to diversity and inclusion - Ability to work in a supportive and open atmosphere Requirements - Equal employment opportunities available to all applicants - Confidential handling of information gathered in the hiring process Benefits - Supportive and inclusive work environment Company Description 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.

• Design, implement, and maintain scalable backend services in a distributed system environment (99% backend work). • Develop software solutions using C#, C++, and MS SQL/PostgreSQL. • Collaborate on UI development as needed to support service integration and functionality. • Build, deploy, and manage applications using AWS resources, with a focus on: EC2 / ECS for compute environments, Lambdas for serverless processing, SQS and SNS for messaging and event-driven architecture. • Participate in code reviews, design discussions, and cross-functional team meetings to ensure software quality and scalability. • Contribute to continuous improvement initiatives in coding standards, system reliability, and automation.

Role Description 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. Qualifications - Commitment to diversity and inclusion. - Ability to work in a supportive and open atmosphere. - Valuing contributions from team members. Requirements - Equal employment opportunities 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. - Confidentiality of information gathered in the hiring process. Benefits - Supportive and inclusive work environment. Company Description 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. 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.

• Own workflow & execution • Serve as the primary owner of marketing and creative workflows across channels (paid media, CRM, product pages, lifecycle, etc.) • Ensure work is clearly defined, prioritized, and moving efficiently from request through delivery • Track projects end-to-end, proactively identifying risks, dependencies, and removing roadblocks • Improve and scale how work gets done • Identify inefficiencies and simplify how teams operate with an aim to reducing friction, clarifying inputs, and improving structure • Build & refine workflows, templates, and processes that are easy to use and scalable • Continuously improve how work flows across teams • Drive automation and operational efficiency • Implement workflow automations across intake, routing, approvals, and status tracking • Reduce manual coordination and repetitive work so teams can focus on higher-value output • Apply AI in practical ways • Identify opportunities to use AI to save time and improve output (brief creation, task generation, QA, reporting) • Integrate AI tools into real workflows to support day-to-day execution • Stay current on emerging tools and bring forward practical applications • Coordinate stakeholders and support key initiatives • Build strong relationships across marketing, creative, product, legal, and leadership teams • Ensure alignment on priorities, timelines, and expectations across stakeholders • Help coordinate campaigns, product launches, and cross-functional programs to ensure on-time delivery

• Define and own the product vision and roadmap for Drake Desktop • Balance innovation with platform stability and reliability • Identify opportunities to improve core workflows and customer value • Lead planning and execution of annual tax law updates • Partner with compliance and tax content teams to implement federal and state changes accurately and on time • Prioritize features and enhancements within fixed regulatory deadlines • Ensure product readiness and performance during peak tax season • Improve preparer workflows including return preparation, review, and electronic filing • Use customer insights and data to drive measurable improvements • Partner with engineering on performance, architecture, and technical priorities • Collaborate with support, sales, and go to market teams • Communicate priorities and trade offs clearly to stakeholders and leadership