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Thomson Reuters

Legal, financial data, and media services

Indirect Tax Portfolio Lead

Pre-Sales Solution EngineeringPosted on Nov 9
Full-timeNo salary listed

About the Job

Requirements

  • A commercially minded tax technology professional with strong pre-sales, consulting, implementation, or solution-selling experience and a track record of engaging senior stakeholders, uncovering customer needs, positioning enterprise solutions, and helping sales teams close complex opportunities.
  • Typically 8+ years of relevant industry experience in indirect tax, GST, e-invoicing, tax technology, ERP projects, finance transformation, consulting, pre-sales, or enterprise software solutions, including 4+ ERP or tax technology implementation projects.
  • Strong understanding of indirect tax regulations and processes, GST/VAT compliance, e-invoicing, e-way bill processes, and related tax technology workflows.
  • Proven experience in a customer-facing role, ideally in pre-sales, solution consulting, tax technology consulting, enterprise software sales support, or advisory services.
  • Demonstrated ability to support or influence complex B2B sales cycles, including opportunity qualification, discovery, solution positioning, objection handling, proposal support, and deal closure.
  • Experience supporting RFPs, RFIs, tenders, proposals, demonstrations, or bid processes.
  • Ability to understand customer business challenges, analyze and document complex business processes, and map them to appropriate solutions.
  • Excellent presentation, storytelling, and communication skills, both written and verbal.
  • Ability to engage confidently with users, peers, and senior stakeholders across tax, finance, accounting, IT, procurement, and executive leadership.
  • Consultative mindset, analytical thinking, strong problem-solving skills, and a customer-first approach.
  • Ability to quickly learn new products and manage multiple opportunities, priorities, and pre-sales projects simultaneously.
  • Experience identifying cross-sell and up-sell opportunities across a broader tax, accounting, or compliance solution portfolio.
  • Willingness to travel; up to 40% travel is expected.

Responsibilities

  • Stay current on developments in indirect tax, GST, VAT, e-invoicing, regulatory changes, digital tax transformation, and tax technology trends across the region and major global markets.
  • Bring market insights and domain expertise into customer conversations to build credibility and trusted advisor status.
  • Represent Thomson Reuters in customer meetings, industry events, webinars, internal enablement sessions, and public forums where appropriate.
  • Share customer feedback, market trends, competitive insights, and product enhancement opportunities with Product and Business teams, advocating internally for customer needs and market requirements.
  • Create business cases for new initiatives.
  • Prioritize critical product requirements and business cases.
  • Represent the voice of the customer in product discussions.
  • Act as the regional product point of contact for go-to-market teams on new feature releases.
  • Support pipeline progression and help shape strategies for critical deals and RFPs.
  • Gather continuous pre-sales feedback to understand market requirements and identify areas for improvement.
  • Identify and help develop new professional services offerings informed by customer feedback.
  • Support strategic customer retention and renewal situations by reinforcing solution value and identifying expansion opportunities, including new ERP or business unit initiatives, process improvements, migrations, and indirect tax reporting requirements.
  • Gather customer feedback on what is working well and what could be improved.
  • Provide input on market messaging and support marketing campaigns.
  • Provide input on key commercial matters, including pricing considerations and business cases.
  • Analyze market data to draw insights and identify growth opportunities.

Desired Qualifications

  • Chartered Accountant (CA) or Certified Public Accountant (CPA) qualification.
  • Background in Big 4, tax consulting, tax technology implementation, enterprise SaaS, or regulatory compliance solutions.
  • Prior experience with Thomson Reuters tax products, especially the ONESOURCE suite (Determination or Compliance), or comparable tax technology platforms.
  • Experience with enterprise tax, ERP (such as Oracle or SAP), compliance, or finance automation solutions.
  • Experience integrating enterprise tax products (e.g., ONESOURCE, Vertex, or Avalara) with ERP systems.
  • Exposure to large corporate tax and finance departments, shared service centers, or multinational compliance environments.

About the Company

Thomson Reuters

Legal, financial data, and media services

Thomson Reuters provides intelligent information and professional services for law, tax, finance, and media. It serves law firms, corporations, government agencies, and financial institutions with platforms like legal research (Westlaw), tax software (UltraTax CS), financial market data, and news services. These products are accessed through subscription-based platforms, ensuring ongoing updates and a steady revenue stream. The company also monetizes through advertising on media platforms and data analytics sales. It distinguishes itself by offering a broad, integrated suite of industry-specific tools combined with AI, cognitive computing, and machine learning to improve accuracy, efficiency, and predictive analytics in research and data insights. Its goal is to be a trusted partner that helps professionals make informed decisions by delivering reliable information and decision-ready tools while pursuing responsible, values-driven initiatives.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1851

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