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.

Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers professional and do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands 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. Taxwell is an organization of forward thinkers looking to add industry experts to our growing team.

As Corporate Counsel for Taxwell, you will support the legal department for Drake Software and TaxAct, advising primarily on general business and commercial agreements (including license agreements, SaaS, NDAs, vendor agreements, business partnership agreements, and other technology services agreements), AI and privacy law matters, reviewing marketing and product materials, and providing day-to-day legal advice as needed. This role will provide exposure to a wide range of legal and business matters in a dynamic and fast-paced industry. The Taxwell legal team provides a collaborative environment while allowing its team members to work autonomously in specialized practice areas. 

Responsibilities 

• The primary 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.  

• Prepare and review commercial contracts, including vendor agreements, partnership agreements, software licenses, and technology and media services agreements 

• Advise on applicable data privacy and emerging technologies (including AI) laws, including applicable state laws, and provide related input on business projects 

• Assist with the review and negotiation of data protection and data processing agreements 

• Contribute to the ongoing improvement of training materials, document templates, internal policies, and resource documents for both businesses 

• Work with the marketing and product teams to review marketing, sales, and promotional materials and product design for compliance with legal requirements 

• Proactively identify legal and regulatory trends, research legal issues, and provide related advice 

• Collaborate with various teams to identify legal issues and assist the Taxwell organization in business development initiatives  

• Develop a thorough understanding of Drake Software and TaxAct’s businesses, including TaxAct Professional and 1040.com, strategies, external commercial marketplace, and regulatory environment 

• Analyze and formulate various strategies in a way that supports the business objectives while identifying and mitigating legal risk 

• Willingness to work with emerging technologies and identify and mitigate legal risk and compliance federal and state laws 

• Work closely with the Taxwell Procurement; Infosec; and Governance, Risk, and Compliance (GRC) teams 

• Work closely with and be the primary liaison to the Taxwell Business Development team  

Experience and Requirements 

•  JD from an ABA-accredited law school and current member in good standing of at least one state bar. 

• 6+ years of legal experience practicing with a law firm and/or in-house legal department, preferably with experience in technology, software, SaaS, privacy, marketing, product counseling, or commercial transactions. 

• Strong experience drafting and negotiating a wide variety of agreements, including software licenses, SaaS agreements, master services agreements, vendor agreements, referral and marketing agreements, partnership agreements, confidentiality and non-disclosure agreements, data protection agreements, and other general business contracts. 

• Working knowledge of privacy and data protection laws, including state consumer privacy laws, and experience advising business teams on privacy-related issues. 

• Familiarity with AI-related legal issues, including data use, transparency, vendor diligence, product counseling, intellectual property, privacy, and emerging regulatory requirements. 

• Experience advising on advertising, marketing, e-commerce, consumer protection, promotional campaigns, offers, and related FTC or state-law compliance issues. 

• Ability to provide practical, business-oriented legal advice and balance legal risk with business objectives. 

• Excellent drafting, negotiation, analytical, and communication skills. 

• Strong interpersonal skills and ability to work effectively with internal clients, outside counsel, senior management, and business partners. 

• Ability to work independently, manage multiple priorities, and adapt in a fast-paced, constantly evolving environment. 

• Sound judgment, attention to detail, and a collaborative, solution-oriented approach. 

• Opportunity to work in office (Dallas), hybrid, or remotely; occasional travel may be required. 

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 [email protected]  or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.