Position Details:

Position Title: Senior Software Engineer (full stack)

Job Type: Full-time

Location: Remote

Reports To: CTO

Benefits:

• Unlimited PTO
• 401K
• Health plan
• Dental and Vision
• Remote work environment

Company Description:

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.

Position Summary:

We are seeking an experienced, creative and multidisciplinedSenior 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. 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.

You are fluent with AI-assisted and agentic development tools—Claude Code in particular—and you use them to amplify your output, not replace your judgment. You can read, understand, and stand behind every line that lands in a pull request, whether you typed it or an agent generated it. You also know how to design, build, and orchestrate agents to automate real engineering work. We are explicitly not looking for “vibe coders.”

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
• Typescript
• Angular 21
• Bootstrap
• Tailwind
• Backend
• Java 21
• Spring Boot
• Jakarta EE8 / Eclipse Jersey 2.x (legacy)
• Python 3.x
• Fast API
• ChatGPT & Claude APIs
• Infrastructure/Cloud (AWS)
• Textract
• S3
• ECS / ECR
• Cloud Front
• Docker
• MySQL (Aurora)

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.
• Use AI-assisted and agentic coding tools (e.g., Claude Code) to accelerate delivery while taking full ownership of the correctness, security, performance, and maintainability of all code produced—reviewing, understanding, and testing agent-generated output before it ships.
• Design, build, and orchestrate agents and agentic workflows—including tool/MCP integrations—to automate engineering tasks and ship product features.

Our Stance on AI-Assisted Development:

We embrace agentic coding tools and expect you to be highly effective with them. We also hold a firm line on craftsmanship and accountability:

• You must be able to read and fully understand the code you submit, including code generated by AI agents. You can explain, debug, extend, and refactor it without leaning on the tool to do it for you.
• You are personally responsible for everything in your pull requests: correctness, edge cases, security, performance, and long-term maintainability. The agent is a tool; the accountability is yours.
• You know how to create and orchestrate agents—decomposing problems, wiring up the right tools and context, and validating output—to multiply your effectiveness, then apply senior-level judgment to decide what is actually correct and worth keeping.
• We are not hiring “vibe coders”—engineers who paste in AI output they do not understand and cannot stand behind. Speed without comprehension and ownership is not what we are after.

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 skill building and maintaining REST APIs in Java (Eclipse Jersey) and Python (Fast API)
• Intermediate skill in functional testing including unit testing, integration and system testing
• Proficient using AWS cloud services
• Fluent in software architecture, software development processes, KANBAN methodology and CI/CD processes.
• Fluent using Git with Github or Gitlab
• Proficient with AI-assisted and agentic coding tools (e.g., Claude Code), with the demonstrated ability to read, understand, and take full ownership of agent-generated code. “The AI wrote it” is never an explanation for behavior you cannot account for.
• Able to create and orchestrate agents and agentic workflows—decomposing tasks, wiring up tools/context, and reviewing results—rather than simply prompting for and pasting in code.

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

• Prior experience working in tax services (CPA) or financial planning industry
• Experience using OCR (optical character recognition), specifically AWS Textract
• Experience upgrading Java projects to the latest Java version
• GitLab or similar DevOps all in one platforms
• Experience designing agentic workflows and multi-agent systems, prompt/context engineering, and building MCP servers or other LLM-powered tooling and integrations.
• 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 - Commitment

Do what you said you would do, by when you said. The discipline to hold ourselves accountable is what turns chaos into calm.

U- United

“No teammate left behind.” We share one mission and one vision, and we move toward it together as one team, not as scattered silos.

R - Respectful & Honest

Tell the truth, plainly and kindly. Honesty is how we respect each other, not an excuse to be harsh.

E - Exceptional & Empathetic

“No taxpayer left behind.” We hold a high bar on our work and go above and beyond for our customers and the taxpayers they serve.

I - Innovative

We lead, we do not follow, and we are never satisfied with how it has always been done. We push hardest at the frontier and are wise about disturbing what already works.

O - Optimistic

We tackle problems with solutions, and we learn from them. Hard stretches are something we expect to solve, not just survive.

S - Spirited

“Carry your rocks, ask for help when you need it, and help carry others' when your arms are free.” Show up, stay engaged, and manage your own load honestly. We are bootstrapped, so engagement is not optional. Asking for help early is living this value; going silent is the only failure.

Application Process:

Video introduction (required)

We ask every candidate for this role to record a short video introduction and submit to careers@TaxPlanIQ.com. You will work closely with our CTO and join regular video calls, so this helps us get a feel for how you communicate. More than that, we want to hear about the work you love in your own words.

A few guidelines: keep it to 2 to 3 minutes, and record it in one take. We are not looking for polished production, so a phone or webcam in a quiet spot is perfect. We care about substance, not lighting or editing.

Please tell us:

• The skills and technologies you are strongest in right now, and the kind of work where you do your best.
• A project you genuinely enjoyed building. What was your role, and what made it satisfying?
• How you use AI-assisted and agentic coding tools in your day-to-day work

If a video is not accessible to you for any reason, email us at careers@TaxPlanIQ.com and we will arrange an alternative.

Job Type: Full-time

Pay: $100,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Vision insurance

Application Question(s):

• Please share your LinkedIn page.
• Walk us through a codebase or system you personally modernized or refactored. What shape was it in when you started, what did you change, and what would you do differently if you began again today?
• We embrace AI-assisted and agentic coding tools and expect you to be effective with them. Describe how you actually use these tools in your workflow, then tell us about a time you chose not to ship something an AI tool generated. What made you override it?
• What is your ideal salary range for your next role?
• Have you worked with e-file schema validation (IRS MeF, state schemas) or OCR-based document ingestion for tax documents? Describe your role.

Experience:

• software engineering: 10 years (Required)
• AWS Cloud services: 3 years (Required)
• Git: 2 years (Preferred)
• AI-assisted and agentic coding tools: 2 years (Required)

Location:

• United States (Required)

Work Location: Remote