Tax & Accounting AI Customer Success Manager
Tax & Accounting AI Customer Success Manager
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$ 77000 - 143000
1 Vacancy
Job Description
Are you passionate about transforming traditional accounting workflows with cutting-edge AI solutions and ready to help top accounting firms unlock new levels of efficiency and value
Were looking for someone with solid experience understanding accounting processes and workflows paired with genuine curiosity about enhancing them through AI innovation.
Were seeking someone who can engage confidently with senior leaders at accounting firms translating deep accounting knowledge into practical AI applications that drive real business value. Your passion for process improvement and AI innovation will be key to helping our clients transform their practices.
About the Role
Book of Business Management: Combine accounting industry knowledge with CoCounsel product expertise to drive measurable outcomes for assigned firm accounts while collaborating cross-functionally to identify expansion opportunities and manage retention strategies
Adoption Analytics & Optimization: Analyze product usage patterns and data to identify optimization opportunities becoming proficient in recognizing areas where firms can maximize their CoCounsel investment and drive increased utilization
Executive Stakeholder Relationships: Build and nurture relationships with key executive stakeholders at accounting firms serving as their primary point of contact and trusted resource for CoCounsel-related initiatives
Issue Resolution: Proactively identify and resolve client challenges coordinating with internal teams to ensure swift problem-solving and maintain high levels of client satisfaction
AI Use Case Identification: Leverage accounting process knowledge to identify and articulate specific AI use case opportunities for CoCounsel applications within audit tax and advisory workflows
Growth Opportunity Identification: Monitor account health and usage patterns to recognize expansion opportunities working closely with sales teams to drive account growth and deeper platform adoption
Strategic Business Reviews: Conduct regular business reviews with clients to assess progress share insights and align on strategic objectives that maximize CoCounsel value delivery
Product Expertise & Collaboration: Develop deep expertise in CoCounsel capabilities while working closely with product teams to relay client feedback suggest improvements and stay current on new features and enhancements
About You
Accounting Process Foundation: Minimum 2 years in public accounting (audit or tax) or corporate accounting with solid understanding of accounting workflows tax guidance and financial processes
AI Enhancement Curiosity: Genuine interest in using AI to improve accounting processes with regular AI tool usage and ability to identify practical applications for workflow optimization
Client Leadership Capability: Ability to engage confidently with senior leaders at accounting firms and facilitate strategic conversations about process improvement
Process Analysis Skills: Capability to understand accounting workflows and translate them into specific AI use case opportunities for firm operations
SaaS Familiarity: Experience with software-as-a-service platforms and understanding of typical implementation challenges
Communication Skills: Strong verbal and written communication abilities with talent for explaining complex concepts clearly
Problem-Solving: Demonstrated ability to troubleshoot issues and find creative solutions for client challenges
Tech-Savvy: Comfortable learning new technologies and helping others adopt digital solutions
Educational Background: Bachelors degree in Accounting Business or related field preferred
#LI-BS1
Whats in it For You
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 commitment of 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 tomorrows 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 paid leave 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 employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental Social and Governance (ESG) initiatives.
Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice truth and transparency. Together with the professionals and institutions we serve we help uphold the rule of law turn the wheels of commerce catch bad actors report the facts and provide trusted unbiased information to people all over the world.
About Us
Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal tax accounting compliance government and media. Our products combine highly specialized software and insights to empower professionals with the data intelligence and solutions needed to make informed decisions and to help institutions in their pursuit of justice truth and transparency. Reuters part of Thomson Reuters is a world leading provider of trusted journalism and news.
As a global business we rely on the unique backgrounds perspectives and experiences of all employees to deliver on our business goals. To ensure we can do that we seek talented qualified employees in all our operations around the world regardless of race color sex/gender including pregnancy gender identity and expression national origin religion sexual orientation disability age marital status citizen status veteran status or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.
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More information about Thomson Reuters can be found on .
Required Experience:
Manager
Employment Type
Full-Time
