Redefine success in tax planning and advisory with TaxPlanIQ. Go beyond mere tax projections and dive into a comprehensive, value-driven approach that benefits both you and your clients with the ROI Method of Value Pricing, founded by CPA and award winning tax strategist Dr. Jackie Meyer. Our SaaS platform manages the entire tax advisory engagement from start to finish, illuminating the profound impact of a well-structured tax plan on financial growth.

Background:

We are in the process of rebuilding our engineering team by moving from offshore development resources back to a small team of onshore/in-house engineers.

Position Summary:

We are seeking an experienced, creative and disciplined Senior Software Engineer as our first hire for this mission critical onshore team.

You will have a strong software engineering background but also be proficient in full stack development and competent in cloud infrastructure. You will have previous experience modernizing code bases and creating new code that is maintainable, well documented and follows modern design principles.

You create code in a mindful way knowing your fellow engineers and future engineers will need to maintain and enhance it for years to come (and you don’t want your name cursed).

You will collaborate with and report directly to the CTO, who oversees DevOps, technical product management and is also an individual contributor.

Technology Stack:

Frontend
Angular 18+
Typescript
Bootstrap
Tailwind
Backend
Java 8
Jakarta EE8 / Eclipse Jersey 2.x
ChatGPT APIs
Textract
Python 3.x
Fast API
Infrastructure/Cloud (AWS)
Textract
S3
ECS
Cloud Front
Docker
MySQL (Aurora)
etc.

Projects we anticipate you contributing to:

Improve OCR processes to support additional IRS tax forms
Maintaining upgrade cycles of third party libraries, Angular, Java and Python frameworks
Assisting in the refinement of AI RAG processes to improve trust and performance
Security hardening
And a plethora of product features

Position Responsibilities:

Refactor and modernize code using modern design principles to create scalable, maintainable and well documented code.
Maintain existing code as needed through defect correction, refactoring and feature enhancements
Interpret requirements, create technical documents and provide engineer level scope of work for completing objectives.
Participate in technical design; including data modeling, functional design, test criteria, UX design.
Maintain coding standards and security best practices.

Essential Knowledge, Skills, and Abilities:

Minimum of 10 years experience in software engineering
Advanced skill in Angular, Typescript, SQL
Advanced technical problem-solving skills, coupled with a creative mindset.
Intermediate experience building and maintaining REST APIs in Java (Eclipse Jersey) and Python (Fast API)
Intermediate experience with RAG Ops (data chunking, embedding, vector databases and ChatGPT APIs)
Intermediate skill in functional testing including unit testing, integration and system testing
Proficient using AWS cloud services
Fluent in software architecture, software development processes, AGILE methodology and CI/CD processes.
Fluent in various programming design patterns such as MVC, repository pattern, factory pattern, builder pattern etc.
Fluent using Git with Github or Gitlab

BONUS Knowledge, Skills, and Abilities (this will set you apart):

Prior experience working for a tax services (CPA) or financial planning business
Experience using OCR (optical character recognition), specifically AWS Textract
Experience upgrading Java projects and/or maintaining a Java Spring Boot APIs
Experience improving AI responses through RAG (retrieval-augmented generation)
GitLab or similar DevOps all in one platforms
Data warehousing concepts, tools and processes such as ETL/ELT, columnar database storage, data lakes, Kimball fact and dimension modeling etc.

Physical Demands:

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands, and talk or hear.
The employee is occasionally required to reach with hands and arms, climb or balance, stoop, kneel, crouch or crawl, and taste or smell.

Work Environment:

Collaborative efforts and digital interactions characterize our remote work environment.
Employees are expected to engage in video calls with clients, maintaining a professional demeanor and following company guidelines during virtual interactions.
The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may enable individuals with disabilities to perform essential functions—ability and willingness to work outside of regular business hours to accommodate clients in different time zones.
The noise level in the work environment is usually moderate.

TaxPlanIQ Standards

C - Courageous

No Status Quo! Our business is built on courageous innovation. Resist the acceptance of the status quo... We don’t do things just because it’s always been done that way. Innovate where it makes sense. Move the needle for our goals.

O - Optimistic

Every day is an adventure! Solving problems is essential to creating a great business; the more problems to solve, the more successful the business becomes. s.So, we look at problems and challenges as opportunities to improve our business and ourselves. We strive to enter all situations with a positive perspective. We are grateful for our work on a daily basis.

R - Respectful & Honest

Be Honest, Kind, charitable, and have integrity. We build stepping stones out of stumbling blocks, navigating with grace for others and ourselves. We value upright kindness in our relationships and are real and open. We respect every being, furry or not. We practice Humble candor, and we prioritize diversity and charitable giving. Our founder is an open follower of Christ and the Christian faith, but we respect all faiths and beliefs just as the Christian faith teaches us.

E - Exceptional

As trailblazers, we get things done using the best and the brightest resources. We invest our time innovating to make your time more valuable. To go above and beyond always and make sure we are the best in every single area. Always pushing ourselves to be better than yesterday.

U - United

We foster a close-knit community within our team and beyond, weaving connections through collaboration. Together, we create a supportive network built on empathy, uniting for shared success and recognizing our strength in unity, both internally and in our wider community.

S - Spirited

We boldly tackle challenges with passion and curiosity, finding joy in discovering new solutions. Our resilience empowers us to adapt, grow, and succeed, turning obstacles into stepping stones towards remarkable growth.

Application Process:

To apply, please submit your resume and a cover letter (video is a plus!) detailing your passion for tax advisory, SaaS accounting experience, and your vision for contributing to our team to careers@TaxPlanIQ.com. We’re excited to hear how you can be a part of our growth story!

Job Type: Full-time

Location: Remote

Reports To: CTO

Benefits: