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.

We are seeking a strategic, commercially minded Vice President of Financial Planning & Analysis to lead enterprise planning, forecasting, performance management, and decision support. Reporting to the Chief Financial Officer, this senior leader will serve as a trusted partner to leadership, translating financial and operational data into clear insights, informed decisions, and measurable outcomes.

The ideal candidate has led FP&A in complex, growth-oriented organizations with both B2B and B2C models. Private equity experience is strongly preferred, including value-creation plans, board/sponsor reporting, cash/leverage management, and transaction analysis.

This senior leader will modernize the FP&A function using data, automation, and practical artificial intelligence capabilities to enhance forecasting, scenario analysis, and business decision-making.

Key Responsibilities

Enterprise Planning and Forecasting

• Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning.

• Build integrated financial models linking revenue, margin, opex, headcount, capex, cash flow, and balance-sheet metrics.

• Establish timely, driver-based forecasting tailored to B2B and B2C business models.

• Run scenario and sensitivity analyses to evaluate growth investments, pricing, cost actions, and strategic alternatives.

• Improve forecast accuracy, speed, and organizational accountability.

Business Performance and Decision Support

• Partner with senior leaders to establish operating plans, performance targets, and actionable KPIs.

• Deliver clear analyses of actual results, forecast variances, business drivers, risks, and opportunities.

• Translate complex data into concise recommendations for senior leaders, the board, and investors.

• Evaluate customer economics across B2B and B2C channels, including pricing, volume, retention, CAC, LTV, and unit margins.

• Guide resource allocation and investments through disciplined financial analysis and return expectations.

• Provide financial leadership for new initiatives, product launches, market expansions, and cost transformations.

Private Equity, Board, and Stakeholder Support

• Support the CFO and CEO in board, private equity sponsor, and lender communications.

• Produce accurate board materials, investor reporting, and recurring performance updates.

• Track progress against the value-creation plan, identify performance gaps, and recommend corrective actions.

• Maintain visibility into cash generation, liquidity, leverage, covenants, and debt paydown.

• Support M&A, refinancing, and transactions through modeling, diligence, synergy analysis, and integration tracking.

Data, Technology, and AI Leadership

• Execute a roadmap to modernize FP&A processes, systems, data, and analytics.

• Identify practical AI and machine learning applications for forecasting, variance analysis, scenario modeling, and reporting.

• Implement AI-enabled capabilities that boost insight and productivity while preserving financial controls, security, and human oversight.

• Partner across Finance and IT to ensure trusted data sources, scalable reporting, and consistent metrics.

• Automate manual reporting to shift FP&A team focus toward forward-looking analysis.

• Build AI and data fluency within finance through pragmatic experimentation tied to business outcomes.

FP&A Leadership and Organizational Development

• Lead, recruit, and retain a high-performing FP&A team.

• Set clear roles, priorities, service expectations, and career development paths.

• Build strong business-partnering capabilities and a culture of accountability, curiosity, and continuous improvement.

• Evolve the FP&A operating model and structure as the organization grows.

• Drive disciplined execution while remaining agile and hands-on in a fast-paced environment.

• Elevate financial acumen across non-financial senior leaders.

Candidate Qualifications

• Bachelor’s degree in finance, accounting, economics, or business; MBA, CPA, or CFA preferred.

• Progressive finance experience with senior leader responsibility for enterprise FP&A.

• Track record leading budgeting, forecasting, long-range planning, and senior leader decision support.

• Experience in both B2B and B2C environments strongly preferred.

• Experience within a private equity–owned or highly leveraged organization preferred.

• Strong command of 3-statement modeling, cash flow, liquidity, and working capital analysis.

• Experience supporting boards, investors, lenders, and senior leaders.

• Ability to connect operational drivers and customer behavior directly to financial results.

• Background modernizing planning platforms, BI tools, data environments, automation, and AI applications.

• Experience leading financial-system or FP&A transformation initiatives preferred.

Leadership Attributes

• Strategic thinker who balances macro-level vision and detailed operational drivers.

• Commercially oriented partner focused on business value creation.

• Pragmatic innovator with sound judgment on balancing AI applications with human oversight and controls.

• Clear communicator capable of influencing senior leaders, investors, and operational teams.

• Constructive challenger who drives accountability while building strong cross-functional relationships.

• High integrity, intellectual curiosity, ownership, and professional maturity.

• Resilient leader comfortable navigating ambiguity, rapid growth, and competing priorities.

• Dedicated talent developer who builds high-performing teams.

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.