Tax Workflow Lead

Thomson Reuters

Tax Workflow Lead focusing on tax workflow solutions for clients at Thomson Reuters. Collaborating with presales leadership to influence sales and provide technical support.

Posted 5/19/2026full-timeMinnesota, Missouri, Texas • 🇺🇸 United StatesSenior💰 $106,400 - $197,600 per yearWebsite

About the role

Key responsibilities & impact

Partnering with tax workflow solutions consultant and delivering content for mid-market, large and strategic customers.
Working closely with presales leadership to help influence sales, marketing, product marketing, sales enablement and product.
Influencing sales revenue by providing customers, prospects and sales reps with technical information, advice, and demonstrations.
Coordinating product trainings, creating and delivering scripts and client-facing videos, highlighting current industry and customer trends.
Offering valuable insights into customer and competitor trends that influence the overall strategy for our go-to-market plans.
Mentoring and coaching solutions consultants with a goal of continual improvement and career progression.
Assisting in creating training and development plans to ensure long-term sales success.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role).
Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities.
Career Development and Growth: By fostering a culture of continuous learning and skill development.
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.
Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance.
Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually.
Optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee.
Fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

TR Tax & Accounting SalesSolutions Consultingaccounting softwaretax softwareTRTA productsproduct trainingclient-facing videos

Soft Skills

effective listeningwritten communicationoral communicationinfluencecollaborationtime managementproblem-solvingmentoringcoachingownership

Certifications

Bachelor's Degree