Client Trainer - Tax Software

Wolters Kluwer Glendale , CA 91206

Posted 2 months ago

As Tax Software Consultant for CCH Group, you will have an integral role in supporting key corporate customers with our software solutions. Your key customers will be accounting firms, corporate tax and auditing departments, U.S. federal and state government agencies, universities, and libraries.

In this position, you will be primarily responsible for conducting on-site and web-based customer training and consulting services with a focus on CCH ProSystem fx and CCH Axcess Tax related solutions, including Tax and Scan with AutoFlow. In addition, your responsibilities will include developing training courses and materials, assisting the sales with software demonstrations, customer support, and other special projects.

As an ideal candidate you will have current, in depth knowledge of preparing and reviewing tax returns in a public accounting firm.

As a Tax Software Consultant, you will have the desire to change focus in accounting from "preparing and reviewing corporate tax returns" to "explaining and teaching" how to more efficiently and effectively prepare and review tax returns. You will be a self-starter with the ability to manage your training/consulting and content development time effectively and enjoy supporting client needs as you build your "practice." Experience using CCH ProSystem fx Tax/CCH Axcess Tax is very helpful but not required - we have an in depth training program waiting for you!

Minimum Qualifications:

  • Bachelor's Degree in Accounting.

  • Minimum of three years recent experience preparing/reviewing individual and business tax returns for a public accounting firm.

Preferred Qualifications:

  • Experience using CCH ProSystem fx Tax and/or CCH Axcess Tax, a plus.

  • Experience using CCH ProSystem fx Scan with AutoFlow, a plus.

  • CPA or CPA candidate.

  • Proven leadership and time-management skills.

  • Self-motivated and goal-oriented.

  • Enthusiastic approach to helping others and problem-solving.

  • Excellent verbal and written communication skills.

  • Solid understanding of Tax laws and regulations.

  • Working knowledge of accounting and accounting systems.

  • Public speaking and training experience.

Travel Requirements:

  • Up to 30 percent.

  • Ability to travel independently and overnight, if needed.

  • Ability to travel by air.

  • Must have valid driver's license.

  • Must have a car.

All Locations:

USA-AR-Van Buren-North 28 Street, USA-AZ-Phoenix-N Central, USA-CA-Glendale-North Brand Blvd-330, USA-CA-Glendale-North Brand Blvd-450, USA-CA-Irvine-Michelle Dr, USA-CA-Irvine-Red Hill Ave, USA-CA-Los Angeles-West Seventh St, USA-CA-Sacramento-Capitol Mall, USA-CA-Sante Fe Springs-Pioneer Blvd, USA-CA-Torrance-Hamilton Ave (inactive), USA-CO-Denver-South Syracuse St, USA-CT-Hartford-Church St, USA-CT-Stamford-West Broad Street, USA-DC-Washingto


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Client Trainer - Tax Software

Wolters Kluwer