Solution Consultant – Tax Technology Solutions

Solution Consultant – Tax Technology Solutions

As a Solution Consultant supporting the Safe Send Suite and Sure Prep product lines, you will partner with sales, client success, and product teams to deliver compelling demonstrations, provide technical expertise, and influence strategic go-to-market initiatives. The role drives revenue growth, customer satisfaction, and product adoption while thriving in a fast‑paced environment that values customer engagement and innovation.

• Customer Engagement & Sales Support
  • Deliver customized product demonstrations that showcase the value of Safe Send and Sure Prep solutions.
  • Collaborate with sales reps to advance sales cycles, secure new business, and support post‑sale adoption.
  • Address technical questions, workflow analysis, and product fit inquiries from prospects and customers.
  • Participate in trade shows, webinars, and client meetings to promote product capabilities.
• Consulting & Strategic Influence
  • Understand customer workflows and industry challenges to position Thomson Reuters products as optimal solutions.
  • Provide insights to product development teams based on customer feedback and competitive analysis.
  • Influence go‑to‑market strategies by sharing trends, competitor insights, and customer sentiment.
• Training & Enablement
  • Support internal training efforts for Sales, Client Success, and Support teams.
  • Assist in creating client‑facing content including training materials, product support documentation, and sales collateral.
  • Partner with Sales Enablement to develop onboarding and development plans for sales teams.
• Cross‑Functional Collaboration
  • Coordinate with other business units to share customer insights that drive broader strategic initiatives.
  • Contribute to marketing campaigns by highlighting product features and industry trends.

• 2+ years in a Sales Engineer, Solution Consultant, or similar role.
• Bachelor’s degree or equivalent experience preferred.
• Experience in public accounting or tax software industry.
• Strong presentation skills with effective written and verbal communication.
• Proven ability to influence and build relationships across functions.
• Technical aptitude with cloud‑based solutions and workflow automation.
• Ability to manage multiple priorities and work independently.
• Passion for helping others and driving change through technology.

• Hybrid Work Model:
  Flexible hybrid environment (2‑3 days a week in the office) with a seamless digital and physical connection.
• Work‑Life Balance:
  Flex My Way policies, up to 8 weeks of work‑from‑anywhere per year, and supportive workplace culture.
• Career Development:
  Continuous learning programs, skills‑first approach, and growth opportunities in an AI‑enabled future.
• Competitive Benefits:
  Flexible vacation, mental health days off, Headspace app, retirement savings, tuition reimbursement, and resources for physical and financial wellbeing.
• Culture & Impact:
  Inclusion, belonging, and a focus on justice, transparency, and community impact.

Associate

Full‑time

Consulting, Information Technology, and Sales