Serve as a subject matter expert on SafeSend Returns (SSR) and SurePrep, articulating their value to accounting firms and their clients. * Operate in an overlay capacity, partnering with Tax Workflow ...
Serve as a subject matter expert on SafeSend Returns (SSR) and SurePrep, articulating their value to accounting firms and their clients. * Operate in an overlay capacity, partnering with Tax Workflow ...
Serve as a subject matter expert on SafeSend Returns (SSR) and SurePrep, articulating their value to accounting firms and their clients. * Operate in an overlay capacity, partnering with Tax Workflow ...
Serve as a subject matter expert on SafeSend Returns (SSR) and SurePrep, articulating their value to accounting firms and their clients. * Operate in an overlay capacity, partnering with Tax Workflow ...
Tax Administrative Assistant - Atlanta, GA
Atlanta, GA · On-site
$17 - $23/hr
Manage processes in SurePrep/Tax Caddy with clients and Client Executives * Prepare and/or proof individual and corporate tax engagement letters, along with other types of correspondence to IRS and ...
Tax Administrative Assistant - Atlanta, GA
Atlanta, GA · On-site
$17 - $23/hr
Manage processes in SurePrep/Tax Caddy with clients and Client Executives * Prepare and/or proof individual and corporate tax engagement letters, along with other types of correspondence to IRS and ...
Administrative Assistant - Northbrook, IL
Northbrook, IL · Hybrid
$50K - $70K/yr
Create SurePrep binders and import into GoSystem. * Assemble tax returns (individual, trust, entities, gift tax, estate tax) - paper and electronic. * Coordinate and prepare batch filing. * Record ...
Administrative Assistant - Northbrook, IL
Northbrook, IL · Hybrid
$50K - $70K/yr
Create SurePrep binders and import into GoSystem. * Assemble tax returns (individual, trust, entities, gift tax, estate tax) - paper and electronic. * Coordinate and prepare batch filing. * Record ...
Administrative Assistant - Northbrook, IL
Deerfield Beach, FL · Hybrid
$50K - $70K/yr
Create SurePrep binders and import into GoSystem. * Assemble tax returns (individual, trust, entities, gift tax, estate tax) paper and electronic. * Coordinate and prepare batch filing. * Record ...
Administrative Assistant - Northbrook, IL
Deerfield Beach, FL · Hybrid
$50K - $70K/yr
Create SurePrep binders and import into GoSystem. * Assemble tax returns (individual, trust, entities, gift tax, estate tax) paper and electronic. * Coordinate and prepare batch filing. * Record ...
2027 Spring Tax Internship
Atlanta, GA · On-site +1
Becoming knowledgeable of computer software used in the Tax department including CCH Prosystems, iChannel, XCM, Sharefile, and Sureprep. * Assisting with special projects as needed. Ideal ...
2027 Spring Tax Internship
Atlanta, GA · On-site +1
Becoming knowledgeable of computer software used in the Tax department including CCH Prosystems, iChannel, XCM, Sharefile, and Sureprep. * Assisting with special projects as needed. Ideal ...
2027 Spring Tax Internship
Atlanta, GA · On-site
Becoming knowledgeable of computer software used in the Tax department including CCH Prosystems, iChannel, XCM, Sharefile, and Sureprep. * Assisting with special projects as needed. Ideal ...
2027 Spring Tax Internship
Atlanta, GA · On-site
Becoming knowledgeable of computer software used in the Tax department including CCH Prosystems, iChannel, XCM, Sharefile, and Sureprep. * Assisting with special projects as needed. Ideal ...
Tax Manager
Brea, CA · On-site
$114.40K - $150K/yr
High proficiency in Microsoft Office applications (Word and Excel), Tax programs (CCH Access, PDFlyer, SurePrep, GruntWorx, TValue, Quickbooks) Meet Your Recruiter Tim Bramley
Tax Manager
Brea, CA · On-site
$114.40K - $150K/yr
High proficiency in Microsoft Office applications (Word and Excel), Tax programs (CCH Access, PDFlyer, SurePrep, GruntWorx, TValue, Quickbooks) Meet Your Recruiter Tim Bramley
Tax Director- Commercial Tax
Los Angeles, CA · Hybrid
$120K - $240K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office Spartan Placements is an equal opportunity employer. All terms and ...
Quick apply
Tax Director- Commercial Tax
Los Angeles, CA · Hybrid
$120K - $240K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office Spartan Placements is an equal opportunity employer. All terms and ...
Tax Manager
Irvine, CA · On-site +1
$120K - $140K/yr
Proficiency in Microsoft Office Suite, CCH Access, SurePrep, BNA Tax Planner, and QBO * Knowledge of Practice CS and Power BI preferred Why Join Us? We offer competitive compensation, a comprehensive ...
Quick apply
Tax Manager
Irvine, CA · On-site +1
$120K - $140K/yr
Proficiency in Microsoft Office Suite, CCH Access, SurePrep, BNA Tax Planner, and QBO * Knowledge of Practice CS and Power BI preferred Why Join Us? We offer competitive compensation, a comprehensive ...
Tax Senior Associate
Nashville, TN · Hybrid
$78.70K - $97.60K/yr
Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...
Tax Senior Associate
Nashville, TN · Hybrid
$78.70K - $97.60K/yr
Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...
Product Marketing Manager
Ann Arbor, MI · Hybrid
$150.70K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Product Marketing Manager
Ann Arbor, MI · Hybrid
$150.70K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Product Marketing Manager
Eagan, MN · On-site
$157K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Product Marketing Manager
Eagan, MN · On-site
$157K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Tax Supervisor - Private Client Services (50261)
Manhattan, NY · On-site
$90K - $160K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Tax Supervisor - Private Client Services (50261)
Manhattan, NY · On-site
$90K - $160K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Tax Supervisor - Private Client Services (50261)
Manhattan, NY · On-site
$122.40K - $160.40K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Tax Supervisor - Private Client Services (50261)
Manhattan, NY · On-site
$122.40K - $160.40K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Tax Contractor
Houston, TX · On-site
Work with Thomson Reuters TaxCaddy and SurePRep * Perform tax research using Thomson Reuters Checkpoint Edge * Work closely with the tax team and wealth managers to provide outstanding service to ...
Quick apply
Tax Contractor
Houston, TX · On-site
Work with Thomson Reuters TaxCaddy and SurePRep * Perform tax research using Thomson Reuters Checkpoint Edge * Work closely with the tax team and wealth managers to provide outstanding service to ...
Tax Manager - Commercial Tax (50415)
Owings Mills, MD · On-site
$105.80K - $138.70K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Tax Manager - Commercial Tax (50415)
Owings Mills, MD · On-site
$105.80K - $138.70K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Product Marketing Manager
Eagan, MN · Hybrid
$157K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Product Marketing Manager
Eagan, MN · Hybrid
$157K/yr
Support the build and ongoing enhancement of SafeSend/SurePrep workflow marketing programs , contributing to iterative improvements and optimization. * Monitor and interpret performance metrics to ...
Tax Senior Associate
Nashville, TN · Hybrid
$78.70K - $97.60K/yr
Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...
Tax Senior Associate
Nashville, TN · Hybrid
$78.70K - $97.60K/yr
Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to ...
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office * Bilingual English & Spanish preferred
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office * Bilingual English & Spanish preferred
Sureprep information
See salary details
$13.94 - $14.18
2% of jobs
$14.18 - $14.42
4% of jobs
$14.42 - $14.66
6% of jobs
$14.66 - $14.90
10% of jobs
$14.95 is the 25th percentile. Wages below this are outliers.
$14.90 - $15.14
12% of jobs
$15.14 - $15.38
12% of jobs
The median wage is $15.46 / hr.
$15.38 - $15.62
12% of jobs
$15.62 - $15.87
12% of jobs
$15.97 is the 75th percentile. Wages above this are outliers.
$15.87 - $16.11
12% of jobs
$16.11 - $16.35
11% of jobs
$16.35 - $16.59
8% of jobs
$13
$15
$16
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 16 days ago
Thomson Reuters rating
8.9
Based on 19 frontline employees who took The Breakroom Quiz
19th of 425 rated business services
Job description
We're seeking a high-performing SaaS seller to drive strategic growth for our award winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. As a Senior Sales Executive, you'll operate in an overlay sales role, partnering closely with our Tax Workflow sales representatives, who own the full sales bag. You'll lead complex sales cycles, build trusted relationships with accounting firms, and deliver integrated solutions that enhance client experience and operational efficiency. This role is ideal for a seasoned professional who thrives in a collaborative, fast-paced environment and is passionate about solving customer challenges through technology.
About the Role
Serve as a subject matter expert on SafeSend Returns (SSR) and SurePrep, articulating their value to accounting firms and their clients.
Operate in an overlay capacity, partnering with Tax Workflow sales reps to codevelop strategies, align on territory plans, and jointly drive sales success.
Lead the full sales cycle-from opportunity identification to close-including handling objections, negotiating terms, and addressing EULA concerns.
Prepare and present sales forecasts, territory insights, and performance metrics.
Generate and qualify leads through multiple channels including webinars, trade shows, firm lists, sales campaigns, and cross-selling within the existing SafeSend and SurePrep customer base.
Collaborate on pricing strategies, product quotes, and CRM best practices to ensure accurate and timely data capture.
Consistently meet or exceed monthly, quarterly, and annual sales goals.
Act as a mentor and resource to Associate and Sales Executives, contributing to team development and knowledge sharing.
About You
5+ years of successful sales experience in software solutions, preferably in B2B or professional services environments.
A high school diploma (required); college degree (preferred).
Proven ability to lead complex sales cycles and build long-term client relationships.
Strong collaboration skills and experience working in matrixed sales environments.
Excellent communication, negotiation, and presentation skills with senior decision-makers.
A strategic mindset with the ability to align product solutions to customer business needs.
Familiarity with accounting and tax firm operations (preferred).
Strong organizational skills and responsiveness.
A positive, energetic attitude with a drive for results and continuous improvement.
Experience with Salesforce CRM or similar tools (preferred).
#LI-DM1
What's 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 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 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.
We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.
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 thomsonreuters.com
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