Develop, maintain, and enhance backend applications and services using C#/.NET and SQL Server while troubleshooting production issues across systems. Collaborate with cross-functional teams to modernize legacy systems and integrate AI-assisted tools into the development workflow.
The manager will lead the hands-on execution of automated nurture programs and lifecycle journeys using Salesforce Marketing Cloud Account Engagement. They are responsible for optimizing lead management processes, including scoring, routing, and marketing-to-sales handoffs to drive revenue and retention.
The Vice President of FP&A will lead enterprise planning, forecasting, and performance management while serving as a strategic partner to the CFO. This role involves modernizing financial processes through data and AI, as well as providing actionable insights to support board and investor communications.
The Senior Data Analyst will investigate user behavior and conversion funnels to provide actionable insights for product and marketing teams. They will also design custom dashboards and utilize SQL to analyze large datasets to inform product strategy and user engagement.
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.
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.
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 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.
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 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 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.
