Wolters Kluwer

Client Trainer – Tax

Wolters Kluwer

full-time

Posted on:

Location Type: Hybrid

Location: Coppell • Illinois • Kansas • United States

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Salary

💰 $57,400 - $98,350 per year

About the role

  • Deliver engaging and effective customer training sessions with minimal supervision
  • Develop, enhance, and maintain training materials with detailed and accurate content
  • Respond to client inquiries and resolve product‑related questions to support successful adoption
  • Contribute to the design, customization, and continuous improvement of consulting and training programs
  • Facilitate interactive, hands‑on workshops to reinforce learning and build user confidence
  • Gather and analyze client feedback to refine training content and improve the learning experience
  • Partner with cross‑functional teams to ensure training quality, accuracy, and consistency
  • Identify and troubleshoot basic technical issues during training sessions
  • Monitor client learning progress and provide follow‑up support to reinforce best practices
  • Maintain up‑to‑date knowledge of product features, enhancements, and best practices

Requirements

  • Bachelor's Degree required (Accounting, Business degree preferred)
  • CPA or CPA candidate preferred
  • 2+ years as a Tax professional at a public accounting firm and/or experience supporting CCH Axcess Tax products
  • Strong understanding of federal tax laws and regulations
  • Experience preparing or reviewing tax returns with CCH Axcess Tax
  • Public speaking and training experience
  • Proficiency with scan capture software (CCH® ProSystem fx® Scan preferred)
  • Familiarity with other CCH Axcess modules (e.g., Client Collaboration, Document, Workflow, Practice, iQ, Engagement) is a plus
  • Strong customer service skills
  • Excellent verbal and written communication skills, and ability to communicate with empathy
Benefits
  • Medical, Dental, & Vision Plans
  • 401(k)
  • FSA/HSA
  • Commuter Benefits
  • Tuition Assistance Plan
  • Vacation and Sick Time
  • Paid Parental Leave
Applicant Tracking System Keywords

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

Hard Skills & Tools
tax preparationtax return reviewfederal tax lawsCCH Axcess Taxscan capture softwareCCH ProSystem fx ScanCCH Axcess modulesclient collaborationworkflowengagement
Soft Skills
public speakingtrainingcustomer servicecommunicationempathycollaborationproblem-solvinganalytical skillsadaptabilityinterpersonal skills
Certifications
Bachelor's DegreeCPACPA candidate