SurePrep customer base. * Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. * Consistently meet or exceed monthly, quarterly, and annual sales ...
SurePrep customer base. * Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. * Consistently meet or exceed monthly, quarterly, and annual sales ...
SurePrep customer base. * Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. * Consistently meet or exceed monthly, quarterly, and annual sales ...
SurePrep customer base. * Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. * Consistently meet or exceed monthly, quarterly, and annual sales ...
SurePrep customer base. * Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. * Consistently meet or exceed monthly, quarterly, and annual sales ...
SurePrep customer base. * Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. * Consistently meet or exceed monthly, quarterly, and annual sales ...
SurePrep customer base. * Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. * Consistently meet or exceed monthly, quarterly, and annual sales ...
SurePrep customer base. * Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture. * Consistently meet or exceed monthly, quarterly, and annual sales ...
Tax Manager - Commercial Tax
San Diego, CA · On-site
$140 - $210/hr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office Core Competencies Demonstrates expertise in tax consulting, planning, and ...
Tax Manager - Commercial Tax
San Diego, CA · On-site
$140 - $210/hr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office Core Competencies Demonstrates expertise in tax consulting, planning, and ...
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 ...
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 ...
Director - Commercial Tax Services
Mount Laurel Township, NJ · On-site
$160 - $230/hr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office Core Competencies Demonstrates expertise in tax return review, compliance ...
Director - Commercial Tax Services
Mount Laurel Township, NJ · On-site
$160 - $230/hr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office Core Competencies Demonstrates expertise in tax return review, compliance ...
Tax Manager - International Tax EisnerAmper New York +1 more location Tax
Manhattan, NY · On-site
$147 - $152/hr
Certified Public Accountant Licensure or Foreign Equivalent; and Proficiency in CCH Axcess, GoSystem Tax, SurePrep, iManage, XCM, ATX, Lacerte, DT Max, Taxprep, Caseware and QuickBooks. SALARY: $147 ...
Tax Manager - International Tax EisnerAmper New York +1 more location Tax
Manhattan, NY · On-site
$147 - $152/hr
Certified Public Accountant Licensure or Foreign Equivalent; and Proficiency in CCH Axcess, GoSystem Tax, SurePrep, iManage, XCM, ATX, Lacerte, DT Max, Taxprep, Caseware and QuickBooks. SALARY: $147 ...
Tax Manager - International Tax
Manhattan, NY · On-site
$147 - $152/hr
Proficiency in CCH Axcess, GoSystem Tax, SurePrep, iManage, XCM, ATX, Lacerte, DT Max, Taxprep, Caseware and QuickBooks. Compensation $147,000-$152,000, depending upon experience. Work Hours 9:00 A.M ...
Tax Manager - International Tax
Manhattan, NY · On-site
$147 - $152/hr
Proficiency in CCH Axcess, GoSystem Tax, SurePrep, iManage, XCM, ATX, Lacerte, DT Max, Taxprep, Caseware and QuickBooks. Compensation $147,000-$152,000, depending upon experience. Work Hours 9:00 A.M ...
Tax Manager - International Tax
Manhattan, NY · On-site
$147K - $152K/yr
Certified Public Accountant Licensure or Foreign Equivalent; and Proficiency in CCH Axcess, GoSystem Tax, SurePrep, iManage, XCM, ATX, Lacerte,DT Max, Taxprep, Caseware and QuickBooks. SALARY: $147 ...
Tax Manager - International Tax
Manhattan, NY · On-site
$147K - $152K/yr
Certified Public Accountant Licensure or Foreign Equivalent; and Proficiency in CCH Axcess, GoSystem Tax, SurePrep, iManage, XCM, ATX, Lacerte,DT Max, Taxprep, Caseware and QuickBooks. SALARY: $147 ...
Tax Manager- Commercial
$100K - $200K/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 conditions ...
Quick apply
Tax Manager- Commercial
$100K - $200K/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 conditions ...
Tax Manager - International Tax
New York, NY · On-site
$147K - $152K/yr
Certified Public Accountant Licensure or Foreign Equivalent; and Proficiency in CCH Axcess, GoSystem Tax, SurePrep, iManage, XCM, ATX, Lacerte,DT Max, Taxprep, Caseware and QuickBooks. SALARY: $147 ...
Tax Manager - International Tax
New York, NY · On-site
$147K - $152K/yr
Certified Public Accountant Licensure or Foreign Equivalent; and Proficiency in CCH Axcess, GoSystem Tax, SurePrep, iManage, XCM, ATX, Lacerte,DT Max, Taxprep, Caseware and QuickBooks. SALARY: $147 ...
Tax Director - Commercial Tax
San Diego, CA · On-site
$120 - $180/hr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office #J-18808-Ljbffr
Tax Director - Commercial Tax
San Diego, CA · On-site
$120 - $180/hr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office #J-18808-Ljbffr
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 ...
Be Seen First
Admin / IT Tax Manager
Naples, FL · On-site
$45K - $55K/yr
Sureprep * Manage the work flow of tax returns, payroll, and monthly bookkeeping * Deliver all of the tax returns to clients via safe send or email * Deal with client issues with returns, signature ...
Quick apply
Be Seen First
Admin / IT Tax Manager
Naples, FL · On-site
$45K - $55K/yr
Sureprep * Manage the work flow of tax returns, payroll, and monthly bookkeeping * Deliver all of the tax returns to clients via safe send or email * Deal with client issues with returns, signature ...
Be Seen First
Staff Tax Accountant
San Jose, CA · On-site
$68K - $90K/yr
Proficiency with tax software such as Lacerte and Sureprep * Advanced skills in Microsoft Excel * Strong attention to detail and analytical thinking * Effective communication and time management ...
Quick apply
Be Seen First
Staff Tax Accountant
San Jose, CA · On-site
$68K - $90K/yr
Proficiency with tax software such as Lacerte and Sureprep * Advanced skills in Microsoft Excel * Strong attention to detail and analytical thinking * Effective communication and time management ...
Be Seen First
Staff Tax Accountant
San Jose, CA · On-site
$68K - $90K/yr
Proficiency with tax software such as Lacerte and Sureprep * Advanced skills in Microsoft Excel * Strong attention to detail and analytical thinking * Effective communication and time management ...
Quick apply
Be Seen First
Staff Tax Accountant
San Jose, CA · On-site
$68K - $90K/yr
Proficiency with tax software such as Lacerte and Sureprep * Advanced skills in Microsoft Excel * Strong attention to detail and analytical thinking * Effective communication and time management ...
Tax Manager - Commercial Tax
Los Angeles, CA · On-site
$120 - $180/hr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office #J-18808-Ljbffr
Tax Manager - Commercial Tax
Los Angeles, CA · On-site
$120 - $180/hr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office #J-18808-Ljbffr
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 ...
Entry Level Full Time 2026 | Tax Staff | Woodland Hills (47178)
Woodland Hills, CA · On-site +1
$59K - $72K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
Entry Level Full Time 2026 | Tax Staff | Woodland Hills (47178)
Woodland Hills, CA · On-site +1
$59K - $72K/yr
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
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
How much do sureprep jobs pay per hour?
What is a Sureprep?
A Sureprep job typically refers to roles related to SurePrep, a company specializing in tax automation software and services. These jobs often involve tasks such as preparing and reviewing tax documents, using AI-driven technology to streamline tax workflows, and assisting tax professionals in improving efficiency. Common positions include tax preparers, quality reviewers, and software specialists. Employees in these roles work with accounting firms to optimize tax document processing and compliance.
What does a Sureprep do?
In a typical day as a Sureprep professional, you will review and organize client tax documents, input data into specialized software, and collaborate with tax preparers and accountants to ensure accuracy and completeness. Tasks may involve communicating directly with clients to request missing information and resolve discrepancies, as well as following up on pending items. You can expect to work both independently and as part of a team, especially during peak tax season when deadlines are critical. The role offers the opportunity to develop specialized tax knowledge and can serve as a stepping stone to more advanced positions within the accounting or tax preparation field.
What are the key skills and qualifications needed to thrive as a Sureprep?
To thrive in a Sureprep role, strong tax preparation knowledge, attention to detail, and familiarity with tax documentation are essential, typically demonstrated by experience in accounting or tax services. Proficiency with SurePrep software, tax preparation platforms, and document management systems is commonly required. Excellent organizational skills, client communication, and the ability to work well under tight deadlines set standout professionals apart in this field. These capabilities ensure accurate and efficient processing of tax documents and contribute to a smooth client experience during busy tax seasons.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
Thomson Reuters rating
8.8
Based on 20 frontline employees who took The Breakroom Quiz
39th of 485 rated business services
Job description
We're looking for a driven and collaborative Sales Executive to help accelerate growth for our award-winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. This is an overlay sales role, where you'll work in close partnership with our Tax Workflow sales representatives, who own the full sales bag. You'll take ownership of the sales cycle for SafeSend and SurePrep opportunities, build trusted relationships with accounting firms, and contribute to delivering integrated solutions that improve client experience and firm efficiency.
About the Role
Become a product expert in SafeSend Returns (SSR) and SurePrep, understanding their value to accounting firms and their clients.
Operate in an overlay capacity, partnering with Tax Workflow sales reps to identify opportunities, align on territory strategy, and co-sell solutions.
Manage the full sales cycle-from lead qualification to close-including handling objections, negotiating terms, and addressing EULA concerns.
Prepare sales forecasts, reporting, and territory insights.
Generate leads through inbound inquiries, outbound outreach, webinars, tradeshows, firm lists, and cross-selling within the existing SafeSend and
SurePrep customer base.
Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture.
Consistently meet or exceed monthly, quarterly, and annual sales goals.
Contribute to team knowledge sharing and support onboarding of Associate Sales Executives as needed.
About You
2-4 years of successful sales experience, ideally in software solutions or B2B environments.
A high school diploma (required); college degree (preferred).
Proven ability to manage sales cycles and build strong client relationships.
Experience working in collaborative sales environments, especially in overlay or matrixed roles.
Excellent communication, negotiation, and presentation skills.
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 learning.
Experience with Salesforce CRM or similar tools (preferred).
#LI-DM1
What's in it For You?
- Hybrid Work Model: We've adopted a flexible hybrid working environment for our office-based roles while delivering a seamless experience that is digitally and physically connected.
- 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.
In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations. For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $136,500 USD - $253,500 USD. Pay is positioned within the range based on several factors including an individual's knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs. Target total cash compensation ranges are inclusive of both base pay and any target sales incentive.
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.
Thomson Reuters makes reasonable accommodations for applicants with disabilities, including veterans with disabilities, and for sincerely held religious beliefs in accordance with applicable law. If you reside in the United States and require an accommodation in the recruiting process, you may contact our Human Resources Department atHR.Leave-Expert@thomsonreuters.com. Disability accommodations in the recruiting process may include things like a sign language interpreter, making interview rooms accessible, providing assistive technology, or other relevant accommodations. Please note this email is not intended for general recruitment questions and we will promptly respond to inquiries regarding accommodations. 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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