Are you passionate about transforming traditional accounting workflows with cutting-edge AI solutions and ready to help top accounting firms unlock new levels of efficiency and value?
We're looking for someone with solid experience understanding accounting processes and workflows, paired with genuine curiosity about enhancing them through AI innovation.
We're seeking someone who can engage confidently with senior leaders at accounting firms, translating deep accounting knowledge into practical AI applications that drive real business value. Your passion for process improvement and AI innovation will be key to helping our clients transform their practices.
About the Role
Book of Business Management: Combine accounting industry knowledge with CoCounsel product expertise to drive measurable outcomes for assigned firm accounts, while collaborating cross-functionally to identify expansion opportunities and manage retention strategies
Adoption Analytics & Optimization: Analyze product usage patterns and data to identify optimization opportunities, becoming proficient in recognizing areas where firms can maximize their CoCounsel investment and drive increased utilization
Executive Stakeholder Relationships: Build and nurture relationships with key executive stakeholders at accounting firms, serving as their primary point of contact and trusted resource for CoCounsel-related initiatives
Issue Resolution: Proactively identify and resolve client challenges, coordinating with internal teams to ensure swift problem-solving and maintain high levels of client satisfaction
AI Use Case Identification: Leverage accounting process knowledge to identify and articulate specific AI use case opportunities for CoCounsel applications within audit, tax, and advisory workflows
Growth Opportunity Identification: Monitor account health and usage patterns to recognize expansion opportunities, working closely with sales teams to drive account growth and deeper platform adoption
Strategic Business Reviews: Conduct regular business reviews with clients to assess progress, share insights, and align on strategic objectives that maximize CoCounsel value delivery
Product Expertise & Collaboration: Develop deep expertise in CoCounsel capabilities while working closely with product teams to relay client feedback, suggest improvements, and stay current on new features and enhancements
About You
Accounting Process Foundation: Minimum 2+ years in public accounting (audit or tax) or corporate accounting with solid understanding of accounting workflows, tax guidance, and financial processes
AI Enhancement Curiosity: Genuine interest in using AI to improve accounting processes, with regular AI tool usage and ability to identify practical applications for workflow optimization
Client Leadership Capability: Ability to engage confidently with senior leaders at accounting firms and facilitate strategic conversations about process improvement
Process Analysis Skills: Capability to understand accounting workflows and translate them into specific AI use case opportunities for firm operations
SaaS Familiarity: Experience with software-as-a-service platforms and understanding of typical implementation challenges
Communication Skills: Strong verbal and written communication abilities with talent for explaining complex concepts clearly
Problem-Solving: Demonstrated ability to troubleshoot issues and find creative solutions for client challenges
Tech-Savvy: Comfortable learning new technologies and helping others adopt digital solutions
Educational Background: Bachelor's degree in Accounting, Business, or related field preferred
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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 commitment of 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 paid leave, 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... For full info follow application link.
As a global business we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in 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 country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.
