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. JOB SUMMARY: Designs, reviews, analyzes, and modifies programming systems including encoding, testing, debugging and documenting programs. Relies on experience, independent judgment, instructions, and pre-established guidelines to plan and perform the functions of the job. ESSENTIAL DUTIES & RESPONSIBILITIES: Product Development - Writes, tests, debugs, and maintains the detailed instructions that Drake tax software programs must follow to perform their functions. - Conceives, designs, and tests logical structures for solving problems by computer. - Writes, maintains and debugs code for user interface, printed output, data validation, calculation, help files, e-file and other alternative filing methods. - Updates code based on specifications and requirements provided by tax agencies. - Consults with tax analysts, other programmers, and the product manager to gather requirements for expected functionality. - Executes programmer-level (unit) testing to identify defects and confirm the software meets specifications. - Writes and maintains code documentation. - Understands and follows code standards and other general guidelines to ensure consistency and uniformity in the code base. - Reviews and Analyzes product performance based on customer feedback received through direct communication, call center statistics, customer forum posts and surveys. - Keeps current with tax development tools, processes and policies. - Interacts with other departments on solutions for issues and problems impacting assigned development tasks. - Additional job duties as needed. Customer Support - Provide quick response to customer and support requests for assistance, with the utmost emphasis on providing accurate and exhaustive information in a helpful and respectful manner. - Act as a resource for assigned products for support personnel and customers. - Provide primary-level customer support during critical times of year and secondary-level customer support during the rest of the year. - Analyze and respond to direct customer, prospect and sales force inquiries that arise outside the scope of normal Support related issues. In addition to the above duties, programmer may also assume the following duties: - Works with product manager to establish development priorities and schedules - Assists product manager in assigning projects to programming staff - Mentors other programmers - Works with other senior programmers to identify technical challenges and recommend solutions - Identifies opportunities to improve code base and makes recommendations to product manager - Develop tools, programs, and processes that make the software development cycle more efficient and effective. SKILL AND EDUCATIONAL REQUIREMENTS: - Bachelor's degree in Computer Science, Mathematics, Computer Engineering or Computer Information Systems or equivalent combination of education and experience required. - Computer literacy required. - Practical experience writing code in Visual Basic, Power Basic, Turbo Basic, Quick Basic, C, C++ or a similar language. - Flexibility with hours during peak season required. 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.

• Prepare and review a variety of tax-related documents, ensuring accuracy and compliance with guidelines and regulations • Oversee timely daily, monthly, quarterly and annual tax reporting • Ensure accuracy by reviewing and validating requests, filings, and reports and ensuring compliance with guidelines and internal controls • Lead tax reconciliations through collaboration with necessary teams to ensure accurate data is captured across related systems and workbooks • Collaborate with business areas to ensure data integrity • Research and interpret existing and revised tax codes, laws, or forms to make recommendations to procedures • Assist with responses to federal and state regulatory inquiries and audits • Oversee management of the key processes and projects within the department • Identify operational efficiencies automation opportunities to drive continuous process improvement, leveraging knowledge and experience to provide solutions • Partner with key stakeholders as needed to ensure quality transaction analysis, data integrity, and operating procedures • Comply with company and department policies and standards; performs other duties as assigned

Tax Analyst  Location: Remote - Eastern or Central Time Zones Preferred Reports to: SVP of Product  About K1X   We are K1X. Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, bringing long-established solutions that are creating an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally analog-based process to an all-digital experience via our software solutions. Join us at the start of something exciting!  Learn more at www.k1x.io  The Role   As a Tax Analyst at K1X, you’ll be a key member of our product team, bringing tax technical expertise to a fast-moving environment. This role is a mix of tax research, internal support, and hands-on collaboration with product, client success, and engineering. You'll answer real-time questions from both internal and external stakeholders, help shape our tax product content, and support tax compliance initiatives that impact our platform.  If you enjoy solving complex problems, researching evolving tax standards, and want to be part of a team redefining the tax tech space—this role is for you.  What You’ll Do  - Partner closely with product managers and engineers to support tax-related features and workflows  - Respond to tax technical questions from internal teams (Product, Client Success) and external partners  - Research and interpret tax reporting rules (federal, SALT, and international) for flow-thru and tax-exempt entities  - Monitor and analyze changes in tax laws that may impact our technology  - Assist in developing tax content and supporting documentation for the product  - Work with state taxing authorities or external advisors as needed to resolve compliance questions  - Participate in client calls to support tax-related inquiries or special projects  - Help draft internal briefs, reference materials, and training docs for non-tax stakeholders  - Aid in rollover process for federal, state (SALT), and international jurisdictions — from IRS and state forms through final release in the platform - Contribute to the continuous improvement of tax workflows and user experiences in our platform

Role Description As a Tax Analyst at K1X, you’ll be a key member of our product team, bringing tax technical expertise to a fast-moving environment. This role is a mix of tax research, internal support, and hands-on collaboration with product, client success, and engineering. You'll answer real-time questions from both internal and external stakeholders, help shape our tax product content, and support tax compliance initiatives that impact our platform. If you enjoy solving complex problems, researching evolving tax standards, and want to be part of a team redefining the tax tech space—this role is for you. What You’ll Do - Partner closely with product managers and engineers to support tax-related features and workflows - Respond to tax technical questions from internal teams (Product, Client Success) and external partners - Research and interpret tax reporting rules (federal, SALT, and international) for flow-thru and tax-exempt entities - Monitor and analyze changes in tax laws that may impact our technology - Assist in developing tax content and supporting documentation for the product - Work with state taxing authorities or external advisors as needed to resolve compliance questions - Participate in client calls to support tax-related inquiries or special projects - Help draft internal briefs, reference materials, and training docs for non-tax stakeholders - Aid in rollover process for federal, state (SALT), and international jurisdictions — from IRS and state forms through final release in the platform - Contribute to the continuous improvement of tax workflows and user experiences in our platform Qualifications - 3–5 years of experience in tax compliance and/or tax technology, ideally with exposure to flow-through entities or tax-exempt organizations - Public accounting experience strongly preferred - Strong tax research skills and the ability to communicate clearly across technical and non-technical teams - Familiarity with federal and state tax reporting requirements; international knowledge is a plus - A collaborative, solutions-oriented mindset with a desire to work in a cross-functional, fast-paced environment - Entrepreneurial spirit and a desire to grow with an innovative startup - Bachelor’s degree in accounting or related field; CPA or master’s in taxation a plus Benefits - Unlimited Vacation Policy + Sick Time + Holidays - Paid Parental Leave - Fully Remote Opportunity - Healthcare Benefits and 401K - Growing Startup Culture