Diagnose, troubleshoot, and resolve inquiries from tax professionals regarding Drake Software products via phone. Accurately document all customer interactions and collaborate with team members to resolve complex technical issues.
The Tax Content Analyst will research and write accurate tax-related content for software and client-facing materials. They will collaborate with product, legal, and engineering teams to ensure tax content is integrated effectively and meets quality standards.
The Corporate Counsel will support the legal department by drafting and negotiating commercial agreements, including SaaS and vendor contracts. They will also provide legal advice on AI, data privacy, and marketing compliance while collaborating with internal teams to mitigate business risks.
The role involves designing, implementing, and optimizing Microsoft Purview and its integrations to ensure robust data protection and compliance. You will lead technical projects related to information protection, data loss prevention, and regulatory compliance while collaborating with cross-functional teams.
The Senior Identity Engineer will lead the design, implementation, and ongoing engineering of enterprise identity and access management solutions. This includes managing authentication, authorization, federation, and identity controls for cloud, SaaS, and AI-enabled platforms.
Lead and develop the CRM Operations team while overseeing end-to-end email campaign execution and platform strategy. Architect complex customer journeys and optimize CRM technology, including the implementation of SMS capabilities and process improvements.
Provide technical support and troubleshooting for tax professionals using Drake Software via phone. Document customer interactions and collaborate with advanced support staff to resolve complex issues.
Provide expert guidance and advice to customers filing federal and state tax returns using online software. Resolve customer inquiries by applying tax laws, conducting research, and ensuring a positive user experience.
Provide expert guidance to SMB customers filing Form 1065 and 1120-S returns via phone and written communication. Troubleshoot tax inquiries, conduct research, and ensure compliance with IRS and state regulations.
Prepare, review, and e-file individual federal and state income tax returns using secure online platforms. Communicate directly with clients via video and audio to gather financial information and provide expert tax advice.
Provide technical and tax-related support for TaxAct Professional and Business product lines via phone and email. Troubleshoot customer issues, communicate trends to management, and contribute to the knowledge database.
Provide expert guidance to SMB customers filing Form 1065 and 1120-S returns via phone and written communication. Resolve tax inquiries, conduct research, and ensure compliance with IRS and state regulations within the TaxAct software.
Provide expert guidance to customers on federal and state tax returns using online software. Resolve tax-related inquiries and conduct research to ensure accurate filing and maximum tax advantages.
Prepare, review, and e-file individual federal and state income tax returns using secure online platforms. Communicate directly with clients via video and audio to gather financial information and provide expert tax advice.
Lead the product strategy, roadmap, and execution for Drake's professional tax solutions, focusing on 0→1 innovation and cloud evolution. Ensure the successful delivery of annual tax law updates and improve preparer productivity through optimized workflows.
