Client Enablement Manager
New
K
K1XTax Technology
United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 3–5 years
- Required Skills
- Project ManagementData analyticsChange Management
Requirements
- 3–5 years of experience in tax, tax technology, client enablement, or transformation-focused roles within public accounting or in-house tax departments.
- Proven track record of leading onboarding, workflow transformation, or process improvement initiatives in tax environments.
- 3+ years working with tax e-filing platforms, tax automation tools, or tax compliance software.
- Strong understanding of complex tax workflows, especially for K-1 reporting or 990 filings.
- Demonstrated project management skills with the ability to coordinate cross-functional teams and manage timelines.
- Effective communicator with a client-first mindset and the ability to simplify complexity.
- Analytical mindset with the ability to derive insights from usage data and system trends.
- Experience using K1x products (K1Aggregator or 990 Tracker) is a plus.
Responsibilities
- Lead new client onboarding from kickoff through go-live, ensuring a structured and timely implementation experience.
- Tailor onboarding plans to align with each client's business structure, tax workflows, and resource constraints.
- Deliver targeted training to functional user groups to ensure platform proficiency.
- Design and execute adoption plans to drive early usage and accelerated time to value.
- Serve as a trusted advisor during client transformation efforts, including recommending modifications to workflow or team structuring.
- Work with Product teams to relay client feedback and document opportunities for enhancements.
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