Line of Service
TaxIndustry/Sector
Not ApplicableSpecialism
OperationsManagement Level
AssociateJob Description & Summary
At PwC our people in tax services focus on providing advice and guidance to clients on tax planning compliance and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Job description
Customer Success Tax Technology
About the Role
We are seeking a proactive detail-oriented and client-focused Customer Success Specialist to join our team. The role involves working closely with clients to help them understand adopt and maximize the value of our Tax Technology Applications. You will be the bridge between our product tax experts and customersensuring smooth product implementation providing ongoing training resolving functional queries and building strong client relationships.---
Responsibilities
Client Onboarding & Product Familiarization
Engage with new clients post-sales to ensure smooth onboarding and product setup.
Provide detailed product demonstrations tailored to the clients compliance and reporting needs.
Assist in initial data setup configuration and integration support (in collaboration with the implementation team).
Client Training & Enablement
Conduct remote and/or on-site training sessions for client teams on using tax tech applications.
Create user-friendly guides video tutorials and knowledge base articles for reference.
Stay up to date on tax technology product updates functionalities and compliance features to train clients effectively.
Ongoing Client Support
Act as the first point of contact for functional queries and best practice guidance.
Collaborate with technical support teams to escalate and resolve application issues.
Monitor client usage patterns and proactively engage with customers to increase adoption rates.
Client Relationship Management
Develop strong trust-based relationships with client tax teams finance teams and other stakeholders.
Conduct regular check-ins (business reviews) to ensure customer satisfaction and identify opportunities for greater value delivery.
Act as a client advocate internally to influence roadmap decisions based on customer feedback.
Product & Process Feedback
Capture and relay client feedback to product and engineering teams to drive continuous product enhancements.
Participate in internal product roadmap discussions to represent the clients voice.
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Qualifications & Skills
Education & Experience
Bachelors degree in commerce Finance Accounting Taxation Information Systems or related field.
Preferred: Professional tax/accounting qualification (CA CMA etc.) or relevant certifications in indirect/direct taxation (beneficial but not mandatory).
Technical Skills
Good understanding of tax processes (GST Corporate Tax Withholding Tax compliance workflows).
Familiarity with tax technology solutions ERP systems or BI/reporting tools is an advantage.
Comfortable using CRM systems and ticketing systems.
Soft Skills
Strong communication and presentation skills (both verbal and written).
Ability to explain complex tax technology concepts in a simple client-friendly manner.
Strong analytical and problem-solving skills.
High attention to detail and a proactive approach to issue resolution.
Ability to multitask and manage multiple clients simultaneously.
*Mandatory skill sets:
Indirect Tax Direct Tax
Preferred Skill Sets
Indirect Tax Direct Tax
*Years of experience required:
0 to 3 Yrs
*Education Qualification:
CA
Education (if blank degree and/or field of study not specified)
Degrees/Field of Study required: Chartered Accountant DiplomaDegrees/Field of Study preferred:Certifications (if blank certifications not specified)
Required Skills
Indirect TaxOptional Skills
Accepting Feedback Active Listening Communication Corporate Tax Planning Data Analytics Data Visualization Emotional Regulation Empathy Inclusion Intellectual Curiosity Optimism Scenario Planning Statistical Analysis Statistical Theory Tax Compliance Tax Efficiency Tax Modeling Tax Preparation Tax Research Teamwork Well BeingDesired Languages (If blank desired languages not specified)
Travel Requirements
Not SpecifiedAvailable for Work Visa Sponsorship
NoGovernment Clearance Required
NoJob Posting End Date
Required Experience:
IC
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