Tax Product Specialist: Charlotte, NC

We are seeking a full-time Tax Product Specialist in our Charlotte, NC office, focused on our self-service tax filing product. You will work with engineering to keep the tax software up to date with the most recent tax law changes and to bring product designs to reality, making sure the product is implemented accurately and handles all supported scenarios. You will test the product for behavior and accuracy, and help to resolve product-related issues identified by our members. This position is ideal for a seasoned tax product specialist or tax analyst looking for an opportunity to influence and improve a tax product that is accessed by millions of users, as part of a rapidly growing software company

What you get to do:

  • Review calculations and software functionality to ensure filing requirements are accurately reflected
  • Research and analyze current tax laws, forms and instructions
  • Create requirements to ensure the product is compliant
  • Ensure the accuracy of calculations and forms through regression testing
  • Work with engineering make sure requirements are implemented accurately
  • Test the product to ensure accuracy and consumer friendliness
  • Review help and editorial articles to ensure tax requirements are accurately reflected
  • Answer questions from stakeholders about the tax code, including “what if’s” that arise during design and development

What We Expect:

  • 2 or 4 year degree required in Accounting or similar field
  • 3+ years as a tax analyst or specialist at a tax software company (or similar experience)
  • Experience with creating regression test scenarios
  • Advanced tax knowledge in one or more complex areas is required
  • Effective communication skills
  • Exceptional problem solving skills
  • Methodical, highly organized and detail-oriented, working with a high level of accuracy
  • Some level of programming skills may be required or the technical aptitude to learn (experience in analyzing code is a plus)
  • Ability to translate tax law and form/instruction changes into mathematical models
  • Demonstrated collaboration skills showing you can work with others to achieve effective implementation
  • Experience working within a software development team using agile development is a plus


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