Overview
Skills
Job Details
Job Title: Thomson Reuters UltraTax / Practice CS Consultant (Contract 6 Months)
Location: Remote (must work U.S. Eastern time hours)
Any visa is fine
Overview
We are looking for a hands-on consultant with strong experience in the Thomson Reuters CS Professional Suite primarily UltraTax CS, plus Practice CS and FileCabinet CS to support a CPA / tax practice for the next few months.
Key Responsibilities
Configure, maintain, and support UltraTax CS for individual, corporate, partnership, and other entity returns.
Optimize and support workflows across UltraTax CS, Practice CS, and FileCabinet CS, ensuring smooth integration between the applications.
Troubleshoot user issues (performance, e-filing, forms, roll-forward, data paths, permissions, updates) and drive timely resolution.
Assist with year-end / tax-season readiness: updates, proforma/rollover, organizer setup, e-file setup, and validation.
Support Practice CS for time & billing, staff scheduling, client management, and reporting.
Support FileCabinet CS for document management, security, indexing, backup/restore, and retention processes.
Work with internal IT and firm leadership to improve tax workflow, templates, and best practices.
Document configurations, procedures, and troubleshooting steps; provide knowledge transfer and light training to firm staff.
Required Skills & Experience
3+ years working in or with a public accounting / tax firm using the Thomson Reuters CS Professional Suite.
Strong, hands-on expertise with UltraTax CS (primary requirement).
Solid working knowledge of Practice CS (time & billing / practice management) and FileCabinet CS (DMS).
Experience handling:
UltraTax installation/configuration and updates
Proforma/rollover of client data across tax years
E-file setup, acknowledgements, and error resolution
User/security setup and permissions
Comfort working directly with partners, managers, and staff to gather issues and requirements and propose solutions.
Ability to work independently, prioritize, and handle multiple support requests during busy periods.
Excellent communication skills and ability to explain technical items in business-friendly terms.
Must be able to work U.S. East Coast hours.
Nice to Have
Prior experience leading or assisting with migration or upgrade projects within the CS Suite.
Familiarity with other Thomson Reuters tax or research tools.
Basic understanding of networks, Windows Server, and SQL for troubleshooting environment issues.