Tax Workflow Lead
Thomson Reuters
United States of America, Ann Arbor, Michigan
Full-Time
$106,400
RemoteManager
The Tax Workflow Lead is primarily responsible for partnering with tax workflow solutions consultant and delivering content for mid-market, large and strategic customers. This individual will work closely with presales leadership to help influence sales, marketing, product marketing, sales enablement and product to understand customer challenges and strategies to then empower solutions consultants to effectively communicate solution strategies.
The position influences business revenue growth in many ways. The person in this role will influence sales revenue by providing customers, prospects and sales reps with technical information, advice, and demonstrations via on-site or web-based demonstrations, at meetings, sales seminars, trade shows or conferences. They influence the funnel of sales opportunities provided by the marketing division by coordinating product trainings, creating and delivering scripts and client-facing videos, highlighting current industry and customer trends, and reinforcing product features and capabilities to be utilized in campaigns. The product development team benefits from the client-facing nature of the position, as solutions consultants provide feedback directly from prospective and existing clients to influence long-term product roadmaps. The product knowledge and experience the person in this role possess make them uniquely positioned to influence the education and development of the sales floor. Partnering with the sales enablement team, the Tax Workflow Lead will assist in creating training and development plans to ensure long-term sales success. Working with the customer proposition team, the person in this role can offer valuable insights into customer and competitor trends that influence the overall strategy for our go-to-market plans.
A strong solutions consulting background is a requirement as is comfort with sales across all product suites. There will be an expectation of knowing/delivering or committing to learn all products to support the tax and audit workflows to ensure that the strategic customers receive a single narrative. The qualified candidate will have a strong technical background, exceptional written and verbal communication skills, and knowledge of tax and accounting business processes.
About the Role
Work with sales leadership to understand and convey overall selling strategy to solutions consultants
Mentor and coach solutions consultants with a goal of continual improvement and career progression
Coordinate with presales leadership on strategy for PAN-TAP
Help create/define strategies for the solutions within the tax workflow.
Coordinate strategy with other divisions where customer insights and experiences can provide valuable influence and drive revenue for the business unit
About You
Bachelor's Degree or equivalent preference
Prior TR Tax & Accounting Sales or Solutions Consulting Experience a plus
Thorough understanding and knowledge of the accounting/tax software industry and/or the public accounting profession
Demonstrated practical knowledge of TRTA products, services and related tools
Experienced presenter with effective listening, written and oral communications skills
Demonstrated ability to communicate and influence others over the phone and in person
The ability to establish and maintain cooperative working relationships
Demonstrated ability to work collaboratively and cross-functionally
Strong time management skills and ability to manage multiple priorities
Ownership/professionalism/accountability - personal commitment to deliver on your responsibilities including extra effort where/when required
Aptitude for problem-solving, ability to generate innovative approaches and solutions to problems
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What’s in it For You?
Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
About Us
Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.
We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.
As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.
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