About the Role:

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

Qualifications and Experience:

Bachelor's Degree required (Accounting, Business degree preferred).

CPA or CPA candidate 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

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.

Strong customer service skills

Excellent verbal and written communication skills, and ability to communicate with empathy

Duties and 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.

Skills:

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.

Travel:

Up to 30% domestic travel during peak times.

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.  They are not intended to be an exhaustive list of all duties and responsibilities and requirements.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

 

Compensation:

$57,400.00 - $98,350.00 USD

 

This role is eligible for Bonus.

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.