Implementation Consultant, Onvio Firm Management

Thomson Reuters • Frisco, TX

8d • Hybrid

About The Position

In this opportunity as a Consultant, you will meet with customers to determine business and technical needs. You will recommend optimal system configuration and business processes based on industry best practices. You will prepare and present implementation plans for customer approval. You will manage and execute implementation plans including directing staff resources (both internal and external), evaluating results, creating documentation of newly created processes and managing overall engagement. You will train client personnel on use of software solutions and business practices. You will build and maintain client relationships supporting their use and application of Thomson Reuters Tax & Accounting products. You will keep product and industry knowledge up to date. You will manage logistics and administrative tasks for all engagements. You will travel to customer onsite premises when required.

Requirements

• Bachelor's Degree and/or equivalent experience
• 3+ years of experience in public accounting or consulting or accounting software
• Strong presentation and facilitation skills
• Project management - multiple projects at one time
• Strong written and verbal communication skills
• Self-sufficient and able to work well in team settings
• Problem solving and situational analysis
• Time management and organization
• Technical acumen
• Comfortable with 25-50% travel including overnights required (dependent on company policy and current local health and travel restrictions)

Nice To Haves

• CPA, preferred
• Experience with agile a plus

Responsibilities

• Meet with customers to determine business and technical needs.
• Recommend optimal system configuration and business processes based on industry best practices.
• Prepare and present implementation plans for customer approval.
• Manage and execute implementation plans including directing staff resources (both internal and external), evaluating results, creating documentation of newly created processes and managing overall engagement.
• Train client personnel on use of software solutions and business practices.
• Build and maintain client relationships supporting their use and application of Thomson Reuters Tax & Accounting products.
• Keep product and industry knowledge up to date.
• Manage logistics and administrative tasks for all engagements.
• Travel to customer onsite premises when required.

Benefits

• 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.
• Work from anywhere for up to 8 weeks per year
• 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.
• Grow My Way programming
• Skills-first approach
• Flexible vacation
• Two company-wide Mental Health Days off
• Access to the Headspace app
• Retirement savings
• Tuition reimbursement
• Employee incentive programs
• Resources for mental, physical, and financial wellbeing
• Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more.
• Two paid volunteer days off annually
• Opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• Market competitive health, dental, vision, disability, and life insurance programs
• Competitive 401k plan with company match
• Competitive vacation, sick and safe paid time off
• Paid holidays (including two company mental health days off)
• Parental leave
• Sabbatical leave
• 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
• Access to Employee Stock Purchase Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level