Client Trainer - Tax

Wolters Kluwer•Coppell, TX

10d

About The Position

As a Client Trainer, you will play an active role in customer onboarding by delivering high‑quality training and consulting sessions to ensure effective product adoption for our Tax and Accounting CCH Axcess suite . You will contribute to key processes and projects that strengthen our training programs, enhance the customer experience, and help organizations achieve their business goals

Requirements

Bachelor's Degree required (Accounting, Business degree preferred).
2+ years as a Tax professional at a public accounting firm and/or experience supporting CCH Axcess Tax products
Strong understanding of federal tax laws and regulations.
Experience preparing or reviewing tax returns with CCH Axcess Tax.
Public speaking and training experience
Strong customer service skills
Excellent verbal and written communication skills, and ability to communicate with empathy
Instructional Techniques: Basic skills in delivering and facilitating training sessions.
Technical Knowledge: Familiarity with product functionalities and applications.
Problem-Solving: Ability to address common client issues during training.
Training Program Development: Experience in creating and improving training materials.
Analytical Thinking: The capability to gather and interpret customer feedback.
Customer Engagement: Skill in maintaining professional client relationships.
Project Support: Ability to assist in training-related projects.
Technology Utilization: Skills in employing training tools and platforms.
Continuous Improvement & Adaptability: Openness to change and commitment to fostering a positive, growth‑oriented culture that encourages continuous improvement.

Nice To Haves

CPA or CPA candidate preferred.
Proficiency with scan capture software (CCH® ProSystem fx® Scan preferred).
Familiarity with other CCH Axcess modules (e.g., Client Collaboration, Document, Workflow, Practice, iQ, Engagement) is a plus.

Responsibilities

Deliver engaging and effective customer training sessions with minimal supervision.
Develop, enhance, and maintain training materials with detailed and accurate content.
Respond to client inquiries and resolve product‑related questions to support successful adoption.
Contribute to the design, customization, and continuous improvement of consulting and training programs.
Facilitate interactive, hands‑on workshops to reinforce learning and build user confidence.
Gather and analyze client feedback to refine training content and improve the learning experience.
Partner with cross‑functional teams to ensure training quality, accuracy, and consistency.
Identify and troubleshoot basic technical issues during training sessions.
Monitor client learning progress and provide follow‑up support to reinforce best practices.
Maintain up‑to-date knowledge of product features, enhancements, and best practices.