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Consultant – Audit Software Implementation (Hybrid)

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.

Average salary estimate

$90000 / YEARLY (est.)
min
max
$80000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Consultant – Audit Software Implementation (Hybrid), wk

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!

Frequently Asked Questions (FAQs) for Consultant – Audit Software Implementation (Hybrid) Role at wk
What are the key responsibilities of a Consultant – Audit Software Implementation at Wolters Kluwer?

As a Consultant – Audit Software Implementation at Wolters Kluwer, your primary responsibilities will include leading customer training sessions both virtually and onsite, developing course materials tailored to client needs, and supporting sales representatives during high-profile product demonstrations. Additionally, you will engage in internal training for teams on software best practices and collaborate on various special projects, showcasing your expertise in audit software solutions.

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What qualifications do I need for the Consultant – Audit Software Implementation position at Wolters Kluwer?

To be a strong candidate for the Consultant – Audit Software Implementation role at Wolters Kluwer, you will need a Bachelor's degree in Accounting or Business Administration, with an Accounting major preferred. Ideally, you should have a CPA certification or relevant qualifications. Additionally, having over five years of experience as an Audit Senior or Manager is essential, along with a solid understanding of risk assessment and audit data analytics, particularly with CCH ProSystem fx® software.

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How much travel is required for the Consultant – Audit Software Implementation role at Wolters Kluwer?

This Consultant – Audit Software Implementation role at Wolters Kluwer requires up to 50% travel, which includes air, rail, and ground transport. While the position allows for hybrid work, you will frequently travel to client locations, especially during peak seasons, ensuring you meet and engage with customers directly.

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What skills are essential for the Consultant – Audit Software Implementation role at Wolters Kluwer?

Essential skills for the Consultant – Audit Software Implementation role at Wolters Kluwer include strong verbal, written, and presentation abilities. You should have excellent time management and organizational skills, as well as the capability to engage and educate attendees in training sessions. Being comfortable with public speaking is crucial, and prior training experience is highly preferred.

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What can I expect from the training process as a Consultant – Audit Software Implementation at Wolters Kluwer?

As a Consultant – Audit Software Implementation, you can expect a thorough 8-week onboarding training program designed to immerse you in the CCH Axcess™ Engagement Suite, CCH® ProSystem fx® Knowledge Coach, and related tools. This program combines both virtual and onsite learning to equip you with the knowledge and skills needed to excel in your role and provide effective support to customers.

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Common Interview Questions for Consultant – Audit Software Implementation (Hybrid)
Can you describe your experience working with audit software like CCH Axcess™?

When answering this question, focus on specific software features you've used, your familiarity with its interface, and how you've leveraged its tools in your auditing work. Provide concrete examples of how you've utilized CCH Axcess™ to enhance audit efficiency or client collaboration.

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How do you approach training clients on a new software tool?

Discuss your training philosophy and method, emphasizing how you customize your approach based on the client’s unique needs. Mention the importance of thorough preparation, engaging presentations, and ensuring the client feels comfortable asking questions to cultivate a successful learning environment.

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What strategies do you use to manage travel while maintaining productivity?

In your response, highlight organizational skills and time management methods that keep you productive even when traveling. You might mention scheduling techniques, utilizing mobile software tools for efficiency, and planning client visits to maximize your effectiveness on the road.

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How do you stay updated on changes in auditing standards and software developments?

Share your methods for staying informed, such as subscribing to relevant publications, participating in professional organizations, or attending trainings and webinars. Mention your enthusiasm for continuous learning and adapting to industry shifts.

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What are the most important features of audit software from your perspective?

Discuss features that enhance workflow efficiency, such as data analytics capabilities, user-friendly interfaces, robust reporting options, and integration with other financial tools. Relate these features back to your firsthand experiences in auditing.

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How do you handle resistance from clients during training sessions?

Talk about your tactics for addressing client concerns, such as being empathetic to their struggles, providing clear explanations, and employing positive reinforcement techniques. Illustrate with a specific example of overcoming resistance successfully.

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Can you give an example of a successful team project you contributed to?

Provide a detailed example of a project where you had a significant impact, focusing on the objectives, your role, and the positive outcomes achieved. Emphasize collaboration, communication, and your analytical skills that contributed to the team's success.

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How do you prioritize tasks when you have many competing deadlines?

Explain your prioritization strategy, perhaps using tools or methodologies such as the Eisenhower Matrix or digital project management apps. Provide an example that illustrates your ability to remain calm and productive under pressure.

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What motivates you to work in audit and training?

Discuss your passion for education, teaching, and the satisfaction that comes from empowering others through knowledge. Relate this motivation back to your experience in auditing and how it drives you to stay engaged with clients.

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How do you tailor your training materials for diverse audiences?

Explain your process for assessing the audience's needs, adapting content to various skill levels, and incorporating different teaching methods. You might include tailoring your examples or case studies depending on the clients’ backgrounds.

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Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)
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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 16, 2025

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