Manager, Professional Services

Job Description:

Are you ready to step into a leadership role and shape how our Sure Prep customers experience Professional Services? This is an opportunity to lead the team of consultants and trainers who deliver Sure Prep implementations, consulting engagements, and product training to our tax and accounting firm customers - and to influence the tools, processes, and product decisions that make that delivery better.

This role is open to candidates in any of our office hubs - Ann Arbor (MI), Dallas (TX), or Minneapolis (MN) - and is also available remotely.

• In this opportunity as Manager, Professional Services, you will:
  • Manage a team of around 10 consultants and trainers delivering Sure Prep implementations and training, including day-to-day delivery oversight, coaching, and performance development
  • Own the quality and consistency of Sure Prep implementation, consulting, and training engagements, and the tools and working practices the team uses to deliver them profitably
  • Serve as the Professional Services voice in cross-functional discussions with Sure Prep product, technology, and sales, ensuring product decisions reflect real implementation needs and customer outcomes
  • Partner with blended learning and enablement teams to build and maintain Sure Prep workshop and training content for both customers and internal staff
  • Manage team capacity, utilization, and project assignments across concurrent Sure Prep engagements
  • Co-create strategic initiatives of Professional Services with senior leadership vision and guidance, and hire and onboard new staff

• You're a fit for the role of Manager, Professional Services if your background includes:
  • 8+ years of combined experience in professional services and public accounting, including hands-on preparation or review of individual, partnership, and corporate tax returns, and responsibility for overseeing, training, and coaching staff
  • Deep, hands-on Sure Prep product knowledge - including 1040
    
    SCAN, Tax Caddy, and Ready to Review - and working command of Sure Prep implementation and support processes and how the suite integrates with related Thomson Reuters tax and accounting products
  • Demonstrated experience delivering Sure Prep implementations and product training directly to tax and accounting firm customers in one-on-one, webinar, and workshop formats, and managing those customer relationships through onboarding, adoption, and expansion
  • Experience representing team and customer perspectives in cross-product discussions with Sure Prep product and technology partners, including testing and providing feedback on new functionality
  • Experience developing Sure Prep workshop content, training materials, and internal resources that support consistent delivery across a team
  • Bachelor's degree in accounting or a related field, and/or equivalent experience
  • Excellent communication skills and the ability to achieve objectives by collaborating with peers, stakeholders, and executive leadership

• Hybrid work

#LI-D2E

• 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 community with our Social Impact Institute. We offer…