Solution Consultant - Tax Technology Solutions

Solution Consultant - Tax Technology Solutions

life insurance, parental leave, paid time off, paid holidays, tuition reimbursement, 401(k)

As a Solution Consultant supporting both the Safe Send Suite and Sure Prep product lines, you will play a critical role in driving revenue growth, customer satisfaction, and product adoption. You'll partner with sales, client success, and product teams to deliver compelling demonstrations, provide technical expertise, and influence strategic go-to-market initiatives. This role is ideal for someone who thrives in a fast-paced environment, enjoys engaging with customers, and has a passion for transforming traditional workflows through innovative technology.

About the Role

• 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.

About You

You're a strong fit for this role if you bring:

• 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.

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 challenges and deliver real‑world solutions. Our Grow My Way programming and skills‑first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI‑enabled future.

• Industry Competitive Benefits: We offer 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.

• Culture: Globally recognized, award‑winning reputation for inclusion and belonging, flexibility, work‑life balance, and more. We live by our values:
  Obsess over our Customers, Compete to Win, Challenge (Y) our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your…