You’ll work closely with tax teams in professional services firms and in-house organisations to understand how tax work really gets done: the decisions, the judgment calls, the review steps, the handoffs and the pain points. Then you’ll help design, configure and launch AI-enabled workflows that make that work faster, more consistent and easier to scale.
You will build trusted relationships with stakeholders ranging from individual tax practitioners through to Tax Partners, Heads of Tax, Tax Directors and firm owners, as well as Knowledge Management, Innovation, Operations and Technology teams. You will use workflow adoption and usage data to identify barriers and expansion opportunities, demonstrate measurable customer value, and take ownership of progressing customers from initial engagement and activation through to sustained workflow usage across teams and tax disciplines.
You’ll partner with Customer Success, Account Management, Tolley Product Development and Tax technical content teams to turn customer needs into working solutions. You’ll also play an important role in helping us learn from the field: identifying repeatable patterns, surfacing product opportunities and shaping how AI-enabled tax workflows evolve.
Responsibilities
Drive awareness, adoption and expansion of custom workflows across customer organisations, building the engagement and senior sponsorship needed to achieve sustained usage across teams and tax disciplines.
Own customer workflow adoption for the workflows you help identify, design and deploy, against defined targets, including customer engagement, workflow activation, deployment volume and ongoing usage.
Lead workflow discovery and design sessions with customers, analysing existing tax processes, identifying pain points and decision points, and determining where AI, automation and human judgement can be combined to improve how the work is delivered.
Work with Customer Success and Account Management to identify priority accounts and build structured workflow adoption and expansion plans.
Use workflow activation, deployment and usage data to identify adoption barriers, expansion opportunities and customer interventions.
Design, configure, test and deploy AI-enabled workflows and skills that are practical, accurate and usable in day-to-day tax work.
Lead customer and executive conversations that demonstrate value, build momentum and support broader adoption.
Act as the voice of the customer, translating feedback, requirements and adoption barriers into actionable insights for Product and Development teams.
Capture and share best practices, workflow patterns and reusable solutions across customers and internal teams.
Requirements
Professional qualification in tax or accountancy (e.g. CTA, ACA, ACCA or equivalent), ideally with 3+ years' post-qualification experience gained within a Big Four or leading mid-tier accountancy/professional services firm, or a major in-house tax team.
Deep understanding of tax processes and workflows across one or more tax disciplines, with the ability to identify where technology and AI-enabled workflows can improve how tax work is delivered.
Demonstrable experience of working directly with customers or senior stakeholders to drive engagement, adoption or change, with confidence influencing stakeholders up to Partner, Head of Tax or firm-owner level.
Strong consulting, facilitation and presentation skills, with the ability to proactively lead customer conversations, uncover high-value use cases and translate business problems into practical workflow solutions.
Commercially and outcome focused, with the ability to work against defined adoption and usage targets, use customer and product data to identify opportunities, and take ownership for progressing customers from initial engagement through to sustained workflow usage and expansion.
Strong aptitude for tax technology, AI and workflow transformation, with practical experience using generative AI or AI-enabled tools and the ability to become highly proficient in configuring, testing and deploying AI-enabled workflows and skills using the platform.
Excellent relationship-building and change-management skills, with the ability to mobilise different stakeholder groups within a customer organisation and help embed new ways of working into day-to-day tax practice.
A collaborative and continuous-improvement mindset, with the ability to identify reusable workflow patterns, share best practice and translate customer feedback and adoption barriers into actionable insights for Product and Development teams.
Success in this Role
Success in this role is measured by the adoption and sustained use of Tolley+ Protégé and workflows across customer organisations.
Successful Tax Engineers consistently engage priority customers, enable workflow capabilities within customer accounts, identify and deploy high-value workflows, and increase their active usage of Tolley+ Protégé across relevant teams and tax disciplines.
They are able to take an ambiguous or manual tax process, understand how it works, turn it into a practical AI-enabled workflow, and see that workflow adopted and delivering measurable value in a real customer environment.
How performance will be measured includes
number of customers actively engaged;
number of customer accounts enabled for Tolley+ Protégé and workflows;
workflow usage and sustained adoption within customer organisations;
expansion of successful workflows across additional teams, users and tax disciplines;
evidence of measurable customer value and outcomes.
Tax Engineers also turn what they learn in the field into reusable workflow patterns, product improvements and actionable insight for Product and Development teams.
Work in a Way That Works for You
We promote a healthy work/life balance across the organisation. We offer an appealing working prospect for our people. With numerous wellbeing initiatives, shared parental leave, study assistance and sabbaticals, we will help you meet your immediate responsibilities and your long-term goals.
Working Pattern
Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive.
About the Business
LexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services. 





 We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click here to access benefits specific to your location.
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-855-833-5120.
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here.
Please read our Candidate Privacy Policy.
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
USA Job Seekers
EEO Know Your Rights.
