I helped build intuitive, intelligent tax-prep software, using a user-centered approach and machine learning to help customers hit their max refund guarantee.
Senior Technical Product Manager, User Interface Innovation Team
Building Intelligent Tools
I worked on the next wave of tax and finance tools, bringing automation and smart software to a process most people dread. The goal was simple: take something genuinely complicated and make the software carry more of the weight.
Cutting Edge User Experiences
I focused on experiences that hold up across the full range of filers, from someone with a simple W-2 return to business owners and investors with far messier ones. Same product, very different complexity, and it had to feel smooth for all of them.
Predictions
I worked on the prediction and insight layer, the part that gives filers transparent updates on their refund, pricing, and plan as they go, so there are no surprises at the end and the next step is always clear.
Highlighted Initiatives
- Improved filing experience — Led UX improvements across the filing flow so simple and complex returns alike moved smoothly from start to submit.
- Smart Upload capability — Built document upload that pulls in tax forms intelligently, cutting manual entry for filers.
- Calculation engine development — Drove intelligent development across the calculation engine and global variables, the logic that determines what every filer owes or gets back.
- Expanded tax scenario coverage — Supported a wide range of filing situations, including real estate taxes, residential energy credit, investment interest, mortgage interest and mortgage interest credit, and W-2 income.
- Predictions and insights — Contributed to the prediction layer giving filers transparent updates on refund, pricing, and plan as they go.
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