Senior Business Intelligence Analyst

TASL TaxAct Admin Services, LLC; United States; Remote; USD 90,000 - 140,000; Full time

Job summary

Taxwell seeks a Senior Data Analyst to support product and marketing analytics. You will report to the Director of Analytics, perform deep funnel analysis, user behavior investigations, anomaly detection, and data storytelling to inform product strategy.

This hands-on role emphasizes translating complex journey data into actionable insights, enabling optimization of engagement, conversion, and campaign performance across digital channels.

Qualifications

• Minimum of 5+ years of proven working experience as a data analyst or similar role.
• Strong SQL skills and ability to query and transform large datasets.
• Experience building dashboards and reports in Tableau or similar BI tools.
• Practical experience using AI tools to support analytics workflows.

Responsibilities

• Investigate user behavior, funnels, and product journeys to identify trends and anomalies.
• Partner with product managers to define KPIs and track feature adoption.
• Deliver actionable insights to guide product optimization and marketing performance.
• Collaborate with marketing and product teams to connect funnel insights across the customer journey.
• Design and build dashboards to monitor performance and support exploratory analysis.
• Prepare and present findings to executives in a concise manner.

Skills

SQL

Tableau

Data storytelling

AI tooling

Education

Bachelor's degree in a related field

Tools

Tableau

Job description

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. TaxAct is a leading digital tax filing platform which offers customers do-it-yourself 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. TaxAct 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 TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive.

Job Description

TaxWell is seeking an accomplished Senior Data Analyst to support our product and marketing teams. In this role, you will report to the Director of Analytics and focus primarily on product analytics—uncovering insights through deep funnel analysis, user behavior investigation, anomaly detection, and data storytelling. This is a hands-on, investigative role where you dig into performance data, find the signal in the noise, and help stakeholders understand what is working and what is not. You will play a critical role in translating complex behavioral, customer journey, funnel, and feature usage data into meaningful insights that inform product strategy, user engagement optimization, and marketing performance. Experience with marketing analytics (campaign performance, paid media, attribution) is a plus, but product analytics will be the primary focus of this role.

Essential Duties and Responsibilities

• Investigate user behavior, customer journey, and conversion funnels across product touchpoints to identify trends, anomalies, and drop-off patterns.
• Partner with product managers to define and track performance KPIs, evaluate feature adoption, and support data-informed product decisions.
• Deliver clear, actionable insights that guide product optimization, landing page improvements, and user experience enhancements.
• Collaborate with marketing operations and product teams to connect funnel insights across the full customer journey.
• Design and build custom dashboards in Tableau (or similar) to support ongoing performance monitoring and exploratory analysis.
• Write and refine SQL queries to extract, clean, and analyze large datasets—especially across digital engagement, conversion events, and behavioral data.
• Perform exploratory analysis to uncover unexpected patterns, detect data integrity issues, and recommend solutions or next steps.
• Support A/B testing analysis, attribution modeling, and ongoing campaign evaluation as needed.
• Analyze large data sets of structured, semi-structured, and unstructured data to discover insights and collaborate with business partners to deliver business value.
• Prepare and effectively present findings to business stakeholders, including executive management, in a concise fashion.
• Leverage AI-assisted analytics tools (e.g., tools such as Claude Code, Cursor, ChatGPT Codex) to accelerate analysis, improve data exploration, and enhance data storytelling—while maintaining analytical rigor and data quality standards.

Education and Experience

Bachelor's degree in business, management, accounting, economics, statistics, information science, or a related field required. Minimum of 5+ years of proven working experience as a data analyst, business data analyst, or similar role. Strong emphasis on B2C product analytics, including user behavior analysis, funnel investigation, and feature or journey performance. Marketing analytics experience (paid search, display, brand and variable marketing, campaign performance, ROAS) is a plus. Strong SQL skills, with proven experience querying and transforming large datasets for both ad-hood analysis and dashboard use. Expertise in Tableau or other BI tools to build insightful, scalable dashboards from scratch. Demonstrated success in anomaly detection, funnel investigation, and actionable insight delivery. Experience with performance metrics such as conversion rate, bounce rate, session duration, feature adoption, and retention; familiarity with ROAS and campaign metrics is a plus. Practical experience using AI tools to support analytics workflows—such as accelerating SQL development, exploratory analysis, documentation, or insight synthesis. Familiarity with agentic or copilot-style analytics tools is a plus; given how recently these capabilities have become viable, formal "years of AI experience" is not expected. Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information. Some knowledge of statistics and experience using statistical packages for analyzing datasets (Excel, R, SAS, SPSS, etc.) is desired. Ability to deliver insights with creativity and pragmatism, ensuring a clear understanding of the "so what?" implications.

Equal Opportunity

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

Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-self digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients.

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