About the role:
Wolters Kluwer Tax & Accounting North America is seeking a Technical Product Support Specialist to join our external audit product line as a Customer Training Consultant. In this role, you will provide valuable training and support to customers implementing our market-leading products, including CCH Axcess™ and CCH® ProSystem fx®. This hybrid position requires two days per week in the office and frequent travel to customer locations. Candidates must have access to a major airport, a valid driver’s license, and a personal vehicle for ground travel.
About Wolters Kluwer Tax & Accounting:
As the digital landscape reshapes the tax and accounting profession, Wolters Kluwer delivers agile systems and integrated workflows to meet evolving customer needs. Our platform—including CCH Axcess™, CCH® ProSystem fx®, and more—empowers professionals with smarter workflows, enhanced mobility, and greater efficiency.
Key responsibilities:
Customer training & consulting: Lead virtual and onsite training sessions to help customers maximize their use of our software solutions.
Course development: Develop and enhance training materials and courses to meet customer needs.
Sales and product support: Support sales representatives in high-profile product demonstrations, collaborate on customer-facing activities, and provide feedback on product improvements.
Internal training: Educate internal teams on Audit and Accounting software products and best practices.
Special projects: Collaborate on team initiatives and support various tasks during non-peak periods.
Comprehensive onboarding: Complete an 8-week training program covering the CCH Axcess™ Engagement Suite, CCH® ProSystem fx® Knowledge Coach, CCH® ProSystem fx® Engagement, TeamMate® Analytics, and more, with both virtual and onsite learning.
Travel requirements:
Up to 50% travel required, including air, rail, and ground transportation, with increased travel during peak seasons.
Hybrid work arrangement with two days per week in a Wolters Kluwer office and remote flexibility for the remainder of the week.
Education & qualifications:
Required: Bachelor’s degree in Accounting or Business Administration (Accounting major strongly preferred).
Preferred: CPA certification or other relevant qualifications.
Experience:
5+ years as an Audit Senior or Audit Manager at a public accounting firm.
Strong understanding of risk assessment standards and risk-based external auditing.
Experience with audit data analytics (ADA) in external audit engagements.
Proficiency with engagement management software (CCH® ProSystem fx® and CCH® ProSystem fx® Knowledge Coach preferred).
Strong skills in Microsoft® Office and Windows® products.
Familiarity with data analytics tools (e.g., TeamMate® Analytics, IDEA®, ActiveData for Excel®, ACL™ Analytics) is a plus.
Key skills & qualities:
Strong verbal, written, and presentation skills.
Excellent time-management and organizational abilities.
Ability to engage and educate attendees in training sessions, both virtually and in person.
Enthusiastic, self-motivated, and goal-oriented with a passion for financial statement auditing and teaching.
Comfortable with public speaking (prior training experience preferred).
Why join Wolters Kluwer?
Hybrid environment – Enjoy the flexibility of remote work while collaborating in-office.
Professional growth – Receive in-depth training and continuous development opportunities.
Industry impact – Play a key role in helping audit professionals improve their skills and leverage cutting-edge technology.
If you are an audit professional who enjoys teaching and helping others optimize software solutions, this is the perfect opportunity for you. Apply today and join us in driving innovation in the tax and accounting profession!
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
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Are you ready to take your career to the next level with an exciting role as a Consultant – Audit Software Implementation at Wolters Kluwer Tax & Accounting in Coppell, TX? In this hybrid position, you will play a pivotal role in providing exceptional training and support to our valued customers implementing our leading software solutions like CCH Axcess™ and CCH® ProSystem fx®. Your experience as an Audit Senior or Manager will be instrumental as you lead both virtual and onsite training sessions, helping clients unlock the full potential of our products. We're looking for someone enthusiastic about teaching and empowering audit professionals, so you'll be developing training materials tailored to meet customer needs and demonstrating powerful software capabilities for our sales teams. The position allows for 50% travel, providing the chance to meet clients from various backgrounds. Plus, you won’t just help your customers; you'll also play a crucial role in educating our internal teams on best practices. With an 8-week comprehensive onboarding program, you’ll dive deep into our products while receiving continuous professional development opportunities. If you’re passionate about financial statement auditing and empowering others, this could be the perfect match. Wolters Kluwer is dedicated to creating an environment where you can thrive, blending the benefits of remote work with essential in-office collaboration. Join us in driving innovation in the tax and accounting profession today!
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