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