Senior Customer Success Specialist - Tax & Accounting
Wolters Kluwer N.V.
We are looking for a **Senior Customer Success Specialist** to join our **Tax and Accounting** division and play a critical role in helping our customers achieve meaningful, measurable outcomes from our products and services.This is a post‐sale, customer‐facing role responsible for owning customer relationships across the full lifecycle from onboarding through renewal readiness and advocacy. You will act as a trusted advisor, ensuring customers achieve measurable business value from the company’s products and services. This role exists to accelerate customer timeThis role operates with a high degree of independence, manages complex customer engagements, and partners closely with internal teams including Sales, Support, Professional Services, and Product.**Essential Duties and responsibilities** Serve as the internal point of coordination for assigned accounts by aligning Sales, Support, Professional Services, and Product teams around customer priorities, risks, and outcomes, and by representing the customer’s voice to ensure a consistent and unified customer experience.**Other Duties** Performs other duties as assigned by supervisor. **Job Qualifications** Education: Bachelor’s degree in Business, Marketing, Communications, Information Systems, or a related field, or equivalent‐facing role such as Customer Success, Account Management, Consulting, Implementation. Experience: 4+ years of experience in a customerExperience managing post‐sales customer relationships across the full lifecycle (onboarding, adoption, renewal readiness) Experience working in a B2B, SaaS, technology, or solutions‐based environment Experience supporting renewal and expansion efforts in partnership with Sales * Foundational knowledge of Tax and Accounting concepts (knowledge of Audit, Tax, and CPA firms and how they operate, all highly preferred)Experience engaging with senior or executive‐level customer stakeholders Preferred:* Hands on experience owning a book of business* Experience leading Executive Business Reviews (EBRs)* Familiarity with Customer Success tools and CRM systems (Salesforce, Certinia, etc)* Formal Customer Success or account management certifications* Experience contributing customer insights to product or process improvement initiatives* CPA certificationOther Knowledge, Skills, Abilities or Certifications: (First list requirements, followed by preferences.)Demonstrated ability to own customer outcomes and value realization Strong analytical skills with the ability to interpret customer usage, engagement, and health data Proven ability to manage complex customer situations independently Strong cross‐functional collaboration skills across Sales, Support, Professional Services, and Product Excellent verbal and written communication skills, including facilitation of business‐focused customer discussions Ability to prioritize, manage multiple accounts, and operate proactively in a dynamic environment**Travel requirements**Normal office environment. **The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.**Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes.For more information about our solutions and organization, visit , or follow us on , and .At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan’s **Top Places to Work for Employee Wellbeing: Large Organization in 2024**. More recently, Wolters Kluwer was recognized by Forbes as one of **America’s Best Large Employers 2026** and **America’s Best Employers for Engineers 2026**. In 2025, Wolters Kluwer was also recognized by Forbes as one of **America’s Best Employers for Women.** #J-18808-Ljbffr Wolters Kluwer N.V.
- Wolters Kluwer is seeking a Senior Customer Success Specialist to join its Tax and Accounting division. In this role, you'll take ownership of customer relationships throughout the lifecycle, from onboarding to renewal, ensuring clients achieve meaningful outcomes with...SeniorTax
- Wolters Kluwer N.V. is hiring a Senior Customer Success Specialist in Coppell, Texas. This role is crucial to ensure clients achieve measurable outcomes and involves managing customer relationships throughout their lifecycle. Candidates should have a Bachelor's degree,...SeniorTax
$25 per hour
...Help new professional tax preparer clients set up and use... ...contact to ensure installation, account setup, data migration, and a... ...experience that supports long-term customer retention and adoption.... ...prior systems and validating successful transfer. Communicate via...TaxHourly payContract workRelocation- Wolters Kluwer is seeking a Senior Technology Sales Support Specialist in Coppell, Texas. You will design and present... ...strong understanding of audit and tax workflows and effective... ...2+ years of experience in a tax or accounting role are required. #J-18808-Ljbffr...SeniorTax
- ...global information services firm is looking for an Associate Director of Product Management to lead product strategy for the Tax & Accounting division. This hybrid role based in Coppell, TX, involves driving market analysis, product development, and cross-functional collaboration...SeniorTax
- ...strategic planner, a tech wizard, or a customer champion, there's a place for you on our... ...let's Tango! We are looking for a Senior Accountant to join our dynamic and growing Finance... ...including PBC preparation Assist with tax filings, schedules, and coordination...SeniorTaxWork at officeRemote workVisa sponsorshipWork visaFlexible hours2 days per week
$39k - $66k
...Senior Inside Sales Representative (ISR) CCH Small Firm Services... ...provider of innovative tax and accounting software solutions, dedicated... ...technology and unparalleled customer service. What You'll Be Doing... ...environment where success is measured by KPIs including...SeniorTaxWork experience placementWork at office$40k - $67.55k
...Senior Sales Business Retention Associate The Senior Sales... ...portfolio of existing customers. This role combines account management, consultative selling... ...to expand customer usage. Success in this role requires a... ...the full line of CCH TAA Tax Research and Audit products...SeniorTaxContract workWork experience placementWork at office$85.6k - $149.4k
...Senior CX/UX Researcher (AI-First Innovation for Tax & Accounting) - Hybrid R0056377 | DXG | DXG | UX/CX COE - WK DXG U.S., Inc. Summary - We are seeking an... ...Knowledge of Tax & Accounting solutions and customer workflows Familiarity with User Research platforms...SeniorTaxWork at officeWorldwide$85.6k - $149.4k
...Senior CX/UX Designer (AI Innovation for Tax & Accounting) – Hybrid (CT/ET) R0056829 Design AI-powered experiences that... ...from hypothesis to validated customer journeys by creating multi modal... ...compliant, and user-centric. What Success Looks Like Agentic solutions...SeniorTaxWork at officeWorldwide$85.6k - $149.4k
...Senior Scrum Master - Hybrid (KS/TX) R0055181 | DXG | TAA US Professional Market -... ...solutions, and services for the healthcare, tax and accounting, financial and corporate compliance,... ...performance and ESG sectors. We help our customers make important decisions every day by...SeniorTaxWork experience placementWork at officeWorldwide$85.6k - $149.43k
Senior Product Manager page is loaded## Senior Product Managerremote... ...id: R0055678Wolters Kluwer Tax & Accounting is seeking a strategic, commercially minded, and customer focused Product Manager to lead... ...product vision, roadmap, and success metrics for the customer journey...SeniorTaxWork at officeWorldwide- ...Senior Accountant III Financial Reporting & Technical Accounting Position Summary The Senior Accountant III Financial Reporting & Technical... ...reporting requests. Partner with departments such as Legal, Tax, and external auditors to support reporting accuracy and...SeniorTax
- ...Senior Project Accountant Advocates for the billing/accounting team and raises... ...reports and audits to GC, customer and REI Team Provide detailed... ...Reconcile sales tax payments with amounts charged... ...Rosendin Foundation Our success is rooted in our people. We...SeniorTaxFor subcontractorWork at officeFlexible hours
- ...financial statements and related financial reports using QuickBooks Create payroll tax reports, sales tax reports and related reports using QuickBooks Reconcile bank accounts and credit card accounts Maintain an orderly filing system and chart of accounts...SeniorTaxFull timePart timeSeasonal workDay shiftAfternoon shift
- Senior Cost Accountant page is loaded## Senior Cost Accountantlocations: Office... ...**WHAT YOU'LL NEED TO BE SUCCESSFUL:*** Broad understanding of... ...Protection Insurance* Pre-tax Flexible Spending Plans (Health... ...in our industry. Our customers lead some of the most complex...SeniorTaxLocal areaFlexible hours
- ## Senior Project AccountantApplylocations: LPG TX Coppelltime... ...tremendous growth and success. When our people... ...:**The Senior Project Accountant is responsible for supporting... ...General Contractors, customer, and REI Team.* Provide... ...Insurance* Pre-tax Flexible Spending Plans...SeniorTaxFor contractorsFor subcontractorWork at officeLocal areaFlexible hours
- ...At GSM Outdoors, our Wireless customers with 5+ cameras represent some of our... ...valuable and brand-loyal users. The Senior Customer Success Specialist will be responsible for delivering elevated... ...skills. You will manage high-value accounts, resolve complex technical concerns,...Senior
- ...Senior Accountant Southlake, TX The Encompass Group is partnering with a rapidly growing, mission-driven healthcare organization in the search... ...records and financial reporting Assist with sales tax compliance and filings Prepare audit workpapers and collaborate...SeniorTax
- ...Tax Senior / Tax Manager Location: Las Colinas, Irving, TX (Toyota Music Factory Area) Schedule: Hybrid Monday... ...the Firm Our client is a highly respected public accounting firm with nearly 40 years of success serving a diverse client base ranging from high-net-...SeniorTaxFull timeRemote workFlexible hours
- We are looking for a Senior Accountant who is looking for an opportunity with upward mobility. This company is located in Lewisville and... ...Retrieve documentation and support for external auditors and tax specialists Analyze fluctuations in accounts from period to period for...SeniorTaxWork at office2 days per week
- ...Tax Position This direct entry exempt position requires a working knowledge of tax concepts, practices, and procedures and specialized... ...income and/or non-income tax laws, as applicable. Key Accountabilities Assisting in the identification and documenting of tax...SeniorTaxLocal area
$90k - $95k
...Job Description Job Description We are looking to fill a Senior Accountant position in Grapevine with a consumer services company that offers... ...needed for external audit, including financial statement and tax audits. Assist with other assignments and ad hoc projects...SeniorTaxFull timeTemporary workLocal area- ...Senior Retail Media Specialist Irving, Texas, United States About... ...leads a portfolio of accounts across multiple... ...comprehensive digital commerce success. You'll manage... ...Collaborate with Customer Success, Sales, and... ...bank account data or tax IDs nor payments via...SeniorTaxWork at officeLocal areaImmediate start
- ...Tax Professional Opportunity This direct entry exempt position requires a working knowledge of tax concepts, practices, and... ...and specialized knowledge of state and local tax laws. Key Accountabilities Assisting in the identification and documenting of tax return...SeniorTaxLocal area
- ...Tax Professional We are seeking a detail-oriented and motivated Tax Professional to join our corporate tax team. This role plays... ...rollforward Prepare quarterly and annual tax journal entries and account reconciliations in accordance with Celanese Policies and...SeniorTax
$100k - $120k
...Senior Associate, Information Security - Forensics Publicis Re:Sources... ...business services including finance, accounting, legal, benefits, procurement, tax, real estate, treasury and risk... ...support. People First, Driving Success Together Problem Solving...SeniorTaxContract workH1b$90k - $95k
...Job Description Job Description We are looking for a Senior Accountant who is looking for an opportunity with upward mobility. This... ...Retrieve documentation and support for external auditors and tax specialists Analyze fluctuations in accounts from period to period...SeniorTaxFull timeTemporary workWork at officeLocal area2 days per week$85k - $105k
...Sales & Use Tax Accountant PrideStaff Financial is working with a reputable client in Irving, Texas that is seeking an experienced Sales & Use Tax Accountant to join their accounting team. This role will focus on ensuring compliance with state and local sales and...SeniorTaxLocal area$80k - $140k
...we are building out a more sophisticated Finance and Accounting infrastructure and we are seeking a Senior Finance and Accounting Manager who is ready to step... ...and enterprise risk platform development. Tax Compliance & Multi-State Reporting Serve as organizational...SeniorTaxLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Customer Success Specialist - Tax & Accounting. Be the first to apply!
- customer service representative csr Coppell, TX
- service representative Coppell, TX
- bilingual customer support specialist Coppell, TX
- customer service associate remote Coppell, TX
- employee relations assistant Coppell, TX
- full time customer service representative work from home Coppell, TX
- contact representative (customer service representative) Coppell, TX
- healthcare customer service representative Coppell, TX
- full time customer service associate Coppell, TX
- client engagement specialist Coppell, TX



