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Financial Planning and Analysis

• Lead strategic planning, short and long-range financial planning, and scenario modeling processes
• Develop and maintain sophisticated financial models to evaluate pricing strategies, revenue initiatives, and capital investment decisions
• Create executive-level analyses and presentations for board meetings and strategic reviews
• Partner with leadership to evaluate pricing strategies, revenue optimization, and market opportunities
• Design and track strategic KPIs that align with company objectives and drive accountability
• Conduct competitive analysis, market research, and financial benchmarking to inform pricing and revenue decisions
• Support fundraising and investor relations with financial modeling, presentation materials, and strategic narratives
• Identify and quantify opportunities for revenue growth, pricing optimization, and capital efficiency

Strategic Finance Manager

Manager

• Build, manage, and scale the Concierge function and customer support team
• Hire, coach, and develop a high-performing team focused on empathy, responsiveness, and operational excellence
• Establish service standards, workflows, KPIs, and quality assurance processes
• Support customers with:
• - Document retrieval and collection
• - Consultation scheduling and rescheduling
• - Product-related questions
• - General tax return status and support inquiries
• Partner closely with Tax Operations and Tax Experts to ensure efficient customer handoffs and issue resolution
• Create and refine customer support processes that improve both customer satisfaction and operational efficiency
• Help define the customer experience strategy as the company continues to grow
• Identify opportunities for automation, tooling, and process optimization while maintaining a high-touch customer experience
• Foster a culture centered on accountability, collaboration, and customer care

Concierge Manager

• Prepare individual and business tax returns and meet with clients over video calls for tax consultations
• Own the end-to-end client experience including document collection, client communication, and building trust through your expertise
• Consistently meet or exceed goals for customer satisfaction, service quality, and operational efficiency
• Solve complex filing situations using your professional judgement, tools and support from your team
• Share feedback with leadership and product teams to improve the product, processes, and overall customer experience as we scale
• Help build and improve scalable tax operations, systems, and workflows to support a high-growth tax practice.
• Provide additional support during peak tax season by assisting tax experts with complex questions, handling escalations, and helping maintain smooth day-to-day operations

Tax Expert

Engineering Manager

• Lead and own full-cycle (from idea to production) projects that are directly used by and impact millions of people
• Work closely with the product & UX to define product requirements and execute the development plans
• Design system architectures, select/ evaluate tools
• Build cloud-native microservices
• Mentor, and grow the team, our practices, and our technology stack

Engineering Manager – Software

• Lead a team of data scientists, data engineers and product analysts.
• Own the delivery of AI-powered product capabilities, from research and experimentation to production and operation.
• Drive excellence, code quality, and best development practices.
• Provide technical direction and hands-on guidance for complex AI systems.
• Drive the integration of LLMs, AI agents, and intelligent workflows into core consumer experiences.
• Ensure AI solutions are safe, scalable, observable, and continuously improving.
• Lead initiatives around product data analysis and experimentation.
• Analyze user interactions with product features to improve accuracy, UX, and business impact.
• Partner with product teams to define metrics, dashboards, and experiments that guide product improvements.
• Design system architectures for AI-enabled applications at scale.
• Evaluate and select technologies for AI platforms and data pipelines.
• Guide the development of prompt engineering frameworks and centralized prompt management.
• Ensure robust monitoring, evaluation, and feedback loops for AI outputs.
• Translate product and business goals into technical roadmaps and execution plans.
• Drive alignment between AI capabilities and measurable product outcomes.

AI & Data Engineering Manager

Data Engineer

• Design, build, and deploy scalable data pipelines from product and system sources in production, using Python and orchestrators like Airflow.
• Work with distributed query engines such as BigQuery or Athena, with strong SQL throughout.
• Build and maintain semantic data models for large-scale operational systems and data lakes.
• Improve the end-to-end analytics stack, from ingestion to visualization, and collaborate with engineering on event tracking and instrumentation.
• Ensure data quality, consistency, and reliability across the stack.
• Build and maintain dashboards and reporting layers in tools like Looker or Metabase, optimized for performance, usability, and clarity.
• Create self-serve analytics so product and business stakeholders can answer their own questions.
• Support product experimentation: A/B testing, funnel analysis, feature adoption.
• Translate ambiguous questions from product leads, the CEO, the CFO, and others into clear metrics, KPIs, and analytical models.
• Surface trends in usage and user behavior that influence the product roadmap and feature prioritization.
• Provide ad-hoc analysis and strategic reporting for leadership.

Full-Cycle Data Engineer

Full-stack Engineer

• Critical, cross-functional engineering initiatives from design to development and deployment, ensuring quality and scalability
• Participate in technical decision-making and knowledge sharing across multiple teams
• Collaborate with Product, UX, and other stakeholders to deliver seamless and data-driven experiences
• Evaluate and introduce new tools, technologies, and practices that raise the bar for engineering excellence
• Guide by example - service ownership, observability, and operational best practices across the engineering organization
• Promote a culture of high standards, clean code, testing, and continuous improvement