Tax Workflow Lead

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.

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations. For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $106,400 USD - $197,600 USD. Pay is positioned within the range based on several factors including an individual's knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. This is inclusive of both base pay and any target sales incentive.

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.

Thomson Reuters makes reasonable accommodations for applicants with disabilities, including veterans with disabilities, and for sincerely held religious beliefs in accordance with applicable law. If you reside in the United States and require an accommodation in the recruiting process, you may contact our Human Resources Department View email address on click.appcast.io. Disability accommodations in the recruiting process may include things like a sign language interpreter, making interview rooms accessible, providing assistive technology, or other relevant accommodations. Please note this email is not intended for general recruitment questions and we will promptly respond to inquiries regarding accommodations. More information on requesting an accommodation here.

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More information about Thomson Reuters can be found on thomsonreuters.com