Senior CX/UX Research Consultant (Tax & Accounting) – Hybrid (TX) R0052815

Wolters Kluwer Tax & Accounting North America is seeking a Senior CX/UX Research Consultant to join their CX/UX team. This strategic role involves leading advanced research initiatives, shaping product strategy for the Tax portfolio, and transforming user insights into actionable recommendations. The consultant will collaborate with CX/UX practitioners to solve complex challenges with transformational technologies, making a significant impact on products used by accounting professionals.

Must Have

• 5+ years in a User Research role for digital solutions
• Demonstrated leadership in research planning and execution
• Ability to design and lead complex, multi-phase user research studies
• Advanced skills in analyzing qualitative and quantitative user data
• Expertise in preparing clear and persuasive research reports for various stakeholders
• Proficiency in presenting research findings to diverse audiences
• Ability to influence and collaborate effectively with cross-functional teams
• Lead, design, and execute complex user research studies to drive business value
• Merge qualitative and quantitative data via mixed methodologies
• Drive cross-functional alignment by presenting research insights to leadership
• Partner with designers, product managers, and engineers to translate insights into roadmaps
• Lead the creation and evolution of user personas/archetypes and journey maps

Good to Have

• Experience in a B2B environment working on enterprise solutions
• Knowledge of Tax & Accounting solutions and customer workflows
• Familiarity with User Research platforms such as Great Question or UserZoom
• Experience collecting and reporting user data from Pendo or other analytics tools
• Strong working knowledge of AI, agentic workflows, and their application in user research and product development

Perks & Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

Senior CX/UX Research Consultant (Tax & Accounting) – Hybrid (TX) R0052815 | DXG | UX/CX COE - WK DXG U.S., Inc.

Summary

We are seeking an experienced and strategic Senior CX/UX Research Consultant to join our CX/UX team in Wolters Kluwer Tax & Accounting North America. In this role, you will report to the Manager, CX/UX Research • DXG | UX/CX COE and serve as a thought leader, driving advanced research initiatives and playing a key role in shaping the product strategy for our Tax portfolio by transforming user insights into impactful, actionable recommendations. This is an outstanding opportunity to collaborate with a talented team of CX/UX practitioners, solve complex challenges with transformational technologies, and make a significant impact on products used by thousands of accounting professionals every day.

Hybrid: Eight days a month we come together in the closest office within 50 miles to experience the value of connecting with colleagues. Please view the site office location directory for potential office preferences nationwide. http://bit.ly/FindAWK_Office | #LI-Hybrid

NOTE: A portfolio is not required, but sharing a PAST PROJECT to articulate your ability to scope research and communicate findings to drive business impact is expected during the interview process.

About Us: https://www.wolterskluwer.com/en/solutions/tax-accounting-us

Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Qualifications

Required:

• Bachelor's Degree in a relevant discipline (Design, HCI, Behavioral Sciences, or related field) or equivalent relevant experience with advanced UX certification or training. Master’s degree preferred.
• 5+ years in a User Research role for digital solutions, with demonstrated leadership in research planning and execution.
• Advanced Research Planning: Proven ability to design and lead complex, multi-phase user research studies aligned with business and product strategy.
• Data Analysis: Advanced skills in analyzing qualitative and quantitative user data.
• Report Writing: Ability to prepare sophisticated, clear, and persuasive research reports tailored to various stakeholders, including executives.
• Presentation Skills: Expertise in presenting research findings to diverse audiences from cross-functional teams.
• Cross-Functional Leadership: Demonstrated ability to influence and collaborate effectively with designers, product managers, engineers, and other disciplines across our business to implement research insights.

Preferred:

• Experience in a B2B environment working on enterprise solutions
• Knowledge of Tax & Accounting solutions and customer workflows
• Familiarity with User Research platforms such as Great Question or UserZoom
• Experience collecting and reporting user data from Pendo or other analytics tools.
• Strong working knowledge of AI, agentic workflows, and their application in user research and product development.

Essential Duties and responsibilities

• Lead, design, and execute complex user research studies, identifying opportunities to drive business value and improve the user experience.
• Merge qualitative and quantitative data via mixed methodologies.
• Drive cross-functional alignment by presenting research insights to senior stakeholders and executive leadership, influencing product and business decisions.
• Synthesize and communicate research findings for diverse audiences, including executive summaries, workshops, and actionable recommendations for cross-functional teams.
• Partner with designers, product managers, and engineers to translate research insights into strategic design and product roadmaps.
• Document insights and artifacts in a central repository.
• Lead the creation and evolution of user personas/archetypes and journey maps based on robust research and data.
• Collaborate with Research Operations to utilize standardized research materials, frameworks, and processes ensuring alignment and consistency across all research initiatives
• Champion the adoption of emerging industry trends, tools, and methodologies—especially in AI and Agentic technologies—across the organization.

Additional Information

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including: 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:

🔗 https://www.mywolterskluwerbenefits.com/index.html