• Job Description

  Req#: R0003463
  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.
  
  Drake Software is a leading digital tax filing platform which offers customers professional digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Drake Software is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team.
  
  This role will primarily support Drake Software as we provide the tools and support tax professionals need to build their businesses and attract new clients. We are an organization of problem solvers continually looking for solutions to support our customers. Our customers know they can rely on Drake Software for comprehensive product excellence and value.
  
  POSITION SUMMARY
  
  The Forms Specialist is responsible for creation of printable tax forms and instructions for our software. This role requires the ability to build, review and code a form through its entire development cycle, while working quickly and accurately to follow detailed specifications. Professional, direct customer service is also a requirement of this position.
  
  ESSENTIAL DUTIES AND RESPONSIBILITIES
  
  Major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  
  
  • Develop printable tax forms using a variety of document creation and graphic software
  • Edit PDF files to include specified bookmarks and named destinations.
  • Proofread forms to ensure accuracy of content and layout
  • Coordinate internally with accountants and programmers to ensure that forms are created accurately in the TaxAct software while meeting government standards
  • Read and interpret specifications to create accurate documents, barcodes and submission packages
  • Communicate with government agencies to obtain form approvals and resolve any issues, so that all forms are approved for publication prior to software release dates.
  • Email correspondence and telecommunications
  • General account questions and account login concerns
  • Internal documentation of each customer interaction
  • Order processing (if applicable)
  • Cancellations and refunds
  • Marketing DNE removal processing
  • Product and services questions related to TaxAct and including tax filing status
  • Basic navigation of TaxAct website
  
  
  EDUCATION AND EXPERIENCE
  
  • High school diploma or GED equivalent
  • 0-2 years' experience working with forms or design programs
  • Knowledge of MS Office suite of products, Adobe
  • Knowledge of InDesign or design software preferred
  
  
  #LI-DNI
  
  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 828-349-5703 extension 6049 to speak with a member of the HR Talent Acquisition team.

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