Pre Sales Techno-Functional Tax Consultant – CA Qualified

Thomson Reuters

Solutions Consultant working in a pre-sales capacity for Thomson Reuters’ tax technology offerings. Partnering with Sales teams to drive revenue growth in India market through expertise in indirect tax and technology solutions.

Posted 7/7/2026full-timeMumbai • 🇮🇳 IndiaSeniorLeadWebsite

About the role

Key responsibilities & impact

Partner with Sales teams to support the full sales cycle from opportunity qualification through solution design, proposal development, negotiation support, and deal closure.
Lead customer discovery sessions to understand business challenges, compliance requirements, current tax processes, technology landscape, and desired outcomes.
Recommend the most appropriate Thomson Reuters tax solutions based on customer needs, business priorities, and regulatory requirements.
Translate complex indirect tax, GST, and e-invoicing requirements into clear, compelling solution narratives for customers.
Develop differentiated value propositions that clearly position Thomson Reuters against competitors.
Support Sales teams in qualifying opportunities, defining scope, identifying decision criteria, and progressing deals through the pipeline.
Help develop and close new business opportunities to meet and exceed gross sales targets.
Own and deliver tailored product demonstrations aligned to customer pain points, use cases, industry requirements, and buying-stage maturity.
Present Thomson Reuters solutions confidently to a range of stakeholders, including tax, finance, IT, procurement, shared services, and executive leadership.
Lead solution workshops, proof-of-concept discussions, and technical or functional deep-dive sessions where required.
Assist in strategic retention and renewal situations by reinforcing solution value and identifying expansion opportunities.
Support responses to RFPs, RFIs, tenders, and customer questionnaires with strong functional, domain, and solution input.
Contribute to proposal development, solution architecture, business case creation, and commercial positioning.
Provide insight during bid strategy discussions and help shape winning proposals for strategic accounts.
Stay current on developments in indirect tax, GST, e-invoicing, regulatory changes, digital tax transformation, and tax technology trends in India.
Bring market insights and domain expertise into customer conversations to build credibility and trusted advisor status.
Maintain accurate and timely opportunity, activity, and customer information in Salesforce and other CRM systems.
Collaborate closely with Sales to support pipeline progression, deal strategy, and forecast accuracy.
Contribute to continuous improvement in pre-sales processes, sales enablement, customer engagement models, and organizational effectiveness.

Requirements

What you’ll need

CA qualification
Typically 10+ years of relevant industry experience in indirect tax, GST, e-invoicing, tax technology, finance transformation, consulting, pre-sales, or enterprise software solutions.
Strong understanding of Indian indirect tax regulations, GST compliance, e-invoicing, e-way bill processes, and related tax technology workflows.
Proven experience in a customer-facing role, ideally in pre-sales, solution consulting, tax technology consulting, enterprise software sales support, or advisory services.
Demonstrated ability to support or influence complex B2B sales cycles.
Strong commercial acumen and understanding of the sales process, including opportunity qualification, discovery, solution positioning, objection handling, proposal support, and deal closure.
Experience supporting RFPs, RFIs, tenders, proposals, demonstrations, or bid processes.
Ability to understand customer business challenges and map them to appropriate solutions.
Strong presentation, storytelling, and communication skills, both written and verbal.
Ability to engage confidently with senior stakeholders across tax, finance, accounting, IT, procurement, and executive leadership.
Consultative mindset with strong problem-solving skills and a customer-first approach.
Ability to manage multiple opportunities, priorities, and pre-sales projects simultaneously.
Experience identifying cross-sell and up-sell opportunities across a broader tax, accounting, or compliance solution portfolio.
Strong CRM discipline, preferably with Salesforce experience.

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, and more.
Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Indirect TaxGST ComplianceE-InvoicingTax TechnologyProposal DevelopmentSolution ArchitectureBusiness Case CreationSales Process UnderstandingRFP SupportB2B Sales Cycle Management

Soft Skills

Strong Presentation SkillsStorytelling AbilityConsultative MindsetProblem-Solving SkillsCustomer-First Approach

Certifications

CA Qualification