Line of Service
Tax
Industry/Sector
Not Applicable
Specialism
Operations
Management Level
Associate
Job Description & Summary
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
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 decision-making for clients.
Why PWC
At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us.
At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm’s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations.
Job description
Customer Success – Tax Technology
About the Role
We are seeking a proactive, detail-oriented, and client-focused 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’ post-sales 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 on-site training sessions for client teams on using tax tech applications.
· Create user-friendly 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, trust-based relationships with client tax teams, finance teams, and other stakeholders.
· Conduct regular check-ins (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 client's voice.
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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, client-friendly manner.
· Strong analytical and problem-solving 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 (if blank, degree and/or field of study not specified)
Degrees/Field of Study required: Chartered Accountant Diploma
Degrees/Field of Study preferred:
Certifications (if blank, certifications not specified)
Required Skills
Indirect Tax
Optional Skills
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
At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 152 countries with over 327,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity.
Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.
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