Tax & Accounting Domain Experience (Valued but not required)
Candidates that have direct experience in the Tax & Accounting domain would be valued but not required, including:
Experience working with one or more of:
Corporate tax departments (large enterprises)
Accounting firms (Big 4, mid-market, or large regional firms)
Finance / controllership organizations
Strong understanding of tax and accounting operating models
Domain Knowledge Valued but not Required
Tax workflows (direct tax, indirect tax, provision, compliance)
Financial close and reporting processes
Audit and regulatory requirements
Workflow automation and digital transformation in finance/tax
Understanding of key trends:
Increasing regulatory complexity
Talent shortages in tax and accounting
Shift toward automation and AI-driven workflows
Financial & Operational Value Drivers
Ability to build business cases tied to:
Productivity and efficiency gains (automation, workflow optimization)
Cost reduction and operating leverage
Risk reduction and compliance improvements
Faster close cycles and improved reporting accuracy
ROI from software and workflow transformation
Cost of manual processes and inefficiencies
Customer Engagement Experience
Experience engaging with:
CFOs, Controllers, Heads of Tax, Heads of Accounting, CIOs
Ability to navigate multi-stakeholder buying processes across finance, tax, and IT
Preferred / Nice to Have Experience
Experience working with or advising:
Private Equity firms (e.g., portfolio company value creation, diligence support)
Professional Services firms (e.g., consulting, audit, tax advisory, outsourcing providers)
Value creation initiatives across PE portfolio companies
Operational improvement and finance/tax transformation programs
Familiarity with how PE-backed companies evaluate:
ROI, payback periods, and transformation investments
Strong financial modeling and ROI expertise
Exceptional structured problem solving
Executive-level communication and storytelling
Ability to operate independently in high-ambiguity environments
Experience in complex, enterprise sales environments