Tax
Industry/Sector
Management Level
Associate
Summary
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In quantitative tax solutions and technologies at PwC, you will focus on leveraging data analytics and technology to develop innovative tax solutions. In this field, you will use quantitative methods to optimise tax processes and enhance decisionmaking for clients.
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Job description
Customer Success Tax Technology
About the Role
We are seeking a proactive, detailoriented, and clientfocused Customer Success Specialist to join our team. The role involves working closely with clients to help them understand, adopt, and maximize the value of our Tax Technology Applications. You will be the bridge between our product, tax experts, and customers ensuring smooth product implementation, providing ongoing training, resolving functional queries, and building strong client relationships.
Responsibilities
Client Onboarding Product Familiarization
Engage with new clients postsales to ensure smooth onboarding and product setup.
Provide detailed product demonstrations tailored to the client s compliance and reporting needs.
Assist in initial data setup, configuration, and integration support (in collaboration with the implementation team).
Client Training Enablement
Conduct remote and/or onsite training sessions for client teams on using tax tech applications.
Create userfriendly guides, video tutorials, and knowledge base articles for reference.
Stay up to date on tax technology product updates, functionalities, and compliance features to train clients effectively.
Ongoing Client Support
Act as the first point of contact for functional queries and best practice guidance.
Collaborate with technical support teams to escalate and resolve application issues.
Monitor client usage patterns and proactively engage with customers to increase adoption rates.
Client Relationship Management
Develop strong, trustbased relationships with client tax teams, finance teams, and other stakeholders.
Conduct regular checkins (business reviews) to ensure customer satisfaction and identify opportunities for greater value delivery.
Act as a client advocate internally to influence roadmap decisions based on customer feedback.
Product Process Feedback
Capture and relay client feedback to product and engineering teams to drive continuous product enhancements.
Participate in internal product roadmap discussions to represent the clients voice.
Qualifications Skills
Education Experience
Bachelor s degree in commerce, Finance, Accounting, Taxation, Information Systems, or related field.
Preferred Professional tax/accounting qualification (CA, CMA, etc.) or relevant certifications in indirect/direct taxation (beneficial but not mandatory).
Technical Skills
Good understanding of tax processes (GST, Corporate Tax, Withholding Tax, compliance workflows).
Familiarity with tax technology solutions, ERP systems, or BI/reporting tools is an advantage.
Comfortable using CRM systems and ticketing systems.
Soft Skills
Strong communication and presentation skills (both verbal and written).
Ability to explain complex tax technology concepts in a simple, clientfriendly manner.
Strong analytical and problemsolving skills.
High attention to detail and a proactive approach to issue resolution.
Ability to multitask and manage multiple clients simultaneously.
Mandatory skill sets
Indirect Tax , Direct Tax
Preferred Skill Sets
Indirect Tax , Direct Tax
Years of experience required
0 to 3 Yrs
Education Qualification
CA
Education
Degrees/Field of Study required Chartered Accountant Diploma
Degrees/Field of Study preferred
Required Skills
Indirect Tax
Accepting Feedback, Active Listening, Communication, Corporate Tax Planning, Data Analytics, Data Visualization, Emotional Regulation, Empathy, Inclusion, Intellectual Curiosity, Optimism, Scenario Planning, Statistical Analysis, Statistical Theory, Tax Compliance, Tax Efficiency, Tax Modeling, Tax Preparation, Tax Research, Teamwork, Well Being
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