Talent.com
Account Specialist, Tax
Account Specialist, TaxThomson Reuters • Ann Arbor, Michigan, USA
No longer accepting applications
Account Specialist, Tax

Account Specialist, Tax

Thomson Reuters • Ann Arbor, Michigan, USA
30+ days ago
Job type
  • Full-time
Job description

The Account Specialist is primarily focused on leading the renewal for existing accounts during renewal window. The account specialist will have strong relationships with our customer success and sales teams to help ensure a great experience for our clients while mitigating risk.

About the Role : Responsibilities

  • Own the end-to-end renewal process for a portfolio of customers
  • Manage quoting contract execution and renewal forecasting
  • Identify and execute low-complexity upsell and cross-sell opportunities
  • Respond to inbound commercial inquiries and route complex opportunities appropriately
  • Partner with CSMs to align renewal timing with customer value realization
  • Collaborate with Finance and Legal to ensure smooth processing of commercial transactions

Daily Activities

  • Renewal Management : Drive timely and accurate renewals by managing quotes contracts and customer communications ensuring a seamless experience
  • Commercial Execution : Handle inbound commercial requests identify small-scale upsell opportunities and support pricing discussions in collaboration with CSMs & Sales
  • Cross-Functional Collaboration : Work closely with CSMs Sales Finance and Legal to align on customer strategy pricing and contract terms
  • Data & Forecasting : Maintain accurate renewal forecasts update CRM records and ensure visibility into commercial performance
  • Customer Communication : Engage with customers to confirm renewal intent clarify terms and ensure commercial alignment with their evolving needs
  • Key Metrics

  • Renewal & Retention : Percentage of contracts successfully renewed and customers retained within assigned accounts
  • Cross-Sales & Upsells : Revenue generated from low-complexity upsell and cross-sell opportunities identified and executed through the renewal process
  • About You :

    Education & Experience

  • Bachelors degree in Business Marketing or a related field (or relevant experience)
  • 2 years in account management renewals inside sales or customer-facing roles preferably in a SaaS or recurring revenue environment
  • Skills & Attributes

  • Strong commercial acumen and negotiation skills
  • Excellent communication and relationship management abilities
  • Highly organized with attention to detail and follow-through
  • Proficient in CRM and quoting tools (e.g. Salesforce CPQ platforms)
  • Comfortable working cross-functionally and managing multiple priorities
  • #LI-JK4

    Whats 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 tomorrows 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 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 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 $77000 - $143000. This is inclusive of both base pay and any target sales incentive. Pay is positioned within the range based on several factors including an individuals 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.
  • 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.

    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.

    T homson 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 at . 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 .

    Learn more on how to protect yourself from fraudulent job postings here .

    More information about Thomson Reuters can be found on .

    Required Experience :

    IC

    Key Skills

    Tax Experience,Accounting Software,GAAP,QuickBooks,Accounting,Sage,Account Reconciliation,Analysis Skills,Research Experience,SOX,Microsoft Excel,Financial Analysis

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 77000 - 143000

    Create a job alert for this search

    Tax Specialist • Ann Arbor, Michigan, USA

    Related jobs
    Tax Support Associate

    Tax Support Associate

    Cetera Financial Group • Saline, MI, United States
    Full-time
    Cetera Holdings, is seeking a Tax Support Associate, Tax Practice a detail-oriented and service-minded professional ready to jump into the heart of tax operations. In this role, you'll support CPAs ...Show more
    Last updated: 1 day ago • Promoted
    Tax Associate

    Tax Associate

    Focus Partners Wealth • Ann Arbor, MI, United States
    Full-time
    Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate.The individual selected for this opportunity will be a part of a dynamic team of professionals wor...Show more
    Last updated: 1 day ago • Promoted
    Indirect Tax Analyst

    Indirect Tax Analyst

    Venteon • Ann Arbor, MI, United States
    Full-time
    Venteon is currently seeking an.Industry Leader and Employer of Choice headquartered in the Metro Detroit area.This full-time, onsite position will support global tax compliance and reporting withi...Show more
    Last updated: 1 day ago • Promoted
    Travel Physical Therapist (PT) - $1,746 to $1,816 per week in Fenton, MI

    Travel Physical Therapist (PT) - $1,746 to $1,816 per week in Fenton, MI

    AlliedTravelNetwork • FENTON, MI, US
    Full-time
    AlliedTravelNetwork is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in FENTON, Michigan, 48430!. Job Description & Requirements.Physical Therapist - Outpatient ...Show more
    Last updated: 25 days ago • Promoted
    Tax Professional - Franchise Location

    Tax Professional - Franchise Location

    H&R Block • Saline, MI, United States
    Full-time
    As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as a season...Show more
    Last updated: 28 days ago • Promoted
    Cardiovascular Territory Account Specialist Ann Arbor

    Cardiovascular Territory Account Specialist Ann Arbor

    Novartis • Ann Arbor, MI, US
    Full-time
    This is a field-based and remote opportunity supporting key accounts in an assigned geography.Novartis is unable to offer relocation support for this role. Please only apply if this location is acce...Show more
    Last updated: 20 days ago • Promoted
    Tax Senior

    Tax Senior

    UHY International Ltd. • Ann Arbor, MI, United States
    Full-time
    As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure t...Show more
    Last updated: 30+ days ago • Promoted
    Tax & Accounting Manager

    Tax & Accounting Manager

    Teksky • Ann Arbor, MI, MI, United States
    Full-time
    Quick Apply
    Responsibilities • Accounting • Manage client projects Prepare, review, and finalize financial statements < / l...Show more
    Last updated: 1 day ago
    Travel Physical Therapist (PT) - $1,746 to $1,816 per week in Fenton, MI

    Travel Physical Therapist (PT) - $1,746 to $1,816 per week in Fenton, MI

    AlliedTravelCareers • FENTON, MI, US
    Full-time
    AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified Physical Therapist (PT) in FENTON, Michigan, 48430!. Job Description & Requirements.Physical Therapist - Outpatient ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Specialist

    Senior Tax Specialist

    Hantz Group • Ann Arbor, MI, US
    Full-time
    Quick Apply
    Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ma...Show more
    Last updated: 30+ days ago
    Manager (Tax & Accounting)

    Manager (Tax & Accounting)

    Reau & Associates, PC • Saline, MI, United States
    Full-time +1
    We are seeking an experienced Tax Manager to provide direct support to the owner for a wide array of tax, accounting & business services for clients, with a willingness to contribute as needed in a...Show more
    Last updated: 14 days ago • Promoted
    2026 National Tax Office & Transactional Specialist Entry Level Staff

    2026 National Tax Office & Transactional Specialist Entry Level Staff

    Plante Moran • Ann Arbor, MI, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show more
    Last updated: 30+ days ago • Promoted
    Experienced Tax Professional

    Experienced Tax Professional

    H&R Block, Inc. • Dundee, MI, United States
    Full-time
    Our Company At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We a...Show more
    Last updated: 1 day ago • Promoted
    Tax Manager

    Tax Manager

    Gpac • Ann Arbor, Michigan, United States
    Full-time
    Quick Apply
    A reputable Public Accounting firm in the area is looking to add a .This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, th...Show more
    Last updated: 30+ days ago
    Drive with DoorDash - Flexible Onboarding

    Drive with DoorDash - Flexible Onboarding

    DoorDash • Dundee, MI, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show more
    Last updated: 30+ days ago • Promoted
    Physical Therapist (PT) - Home Health CONTINGENT

    Physical Therapist (PT) - Home Health CONTINGENT

    Interim HealthCare of Oakland County • Brighton, MI, US
    Temporary
    Home Health Physical Therapist (PT) CONTINGENT.Experience a therapy career that caters to your schedule and makes every day an adventure. As a Home Health PT, work-life balance is yours to enjoy and...Show more
    Last updated: 30+ days ago • Promoted
    Tax Manager

    Tax Manager

    RealTruck • Ann Arbor, MI, US
    Full-time
    Join Our Team as a Tax Manager! | Hybrid | Ann Arbor, MI Are you a seasoned tax professional with a passion for tackling complex challenges in both domestic and international tax? Do you thrive in ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Manager - Hybrid

    Senior Tax Manager - Hybrid

    CyberCoders • Ann Arbor, MI, United States
    Full-time
    If you are an Accounting professional with a track record in Tax Management, please read on!.Prepare / review tax returns for individuals, corporations, partnerships, trusts, and other entities.Manag...Show more
    Last updated: 2 days ago • Promoted