Summary
What you’ll impact
The Senior Professional Services Consultant - Legal & Tax is responsible for driving client adoption and extracting maximum value from the AI‑native legal workspace across professional services firms. This role leverages the organization's generative AI and workflow automation capabilities to run pilots, onboard tax and legal teams, and deliver compelling product demos and training sessions. Key duties include documenting best‑practice playbooks, gathering user insights, and shaping scalable adoption strategies. The consultant partners with Go‑to‑Market, Customer Success, and product teams, acting as the voice of tax and legal advisory users to inform roadmap priorities.
Responsibilities
What you'll do
- Acting as a thought partner to tax partners, legal advisory leaders, and consulting teams - building trusted relationships, addressing tricky pain points, and identifying high-value opportunities for them to scale their use of Legora across service lines and jurisdictions.
- Working together with Go To Market and Customer Success in taking full ownership of client relationships - from running pilots with key practice areas, to onboarding new team members across tax, legal and consulting functions, and ultimately guiding firm-wide adoption across Big 4 and professional services firms.
- Be the voice of tax and legal advisory users inside Legora - sharing insights from tax structuring teams, regulatory advisory practices, and legal consulting functions that directly inform product development, roadmap priorities, and strategic direction.
- Delivering clear, confident product demos and training that bring the power of our platform to life - whether you're presenting to a tax partner, rolling out to a global advisory team, or training legal consulting professionals.
- Documenting best practices from leading professional services firms, contribute to the development of scalable playbooks, and help shape how we grow this function globally.
- Confidently helping tax and legal advisory teams navigate one of the biggest shifts in how professional services operate - from evaluating the ROI and competitive advantage of AI to clearly mapping how AI will impact different service lines, from tax compliance to regulatory advisory.
Requirements
What you’ll bring
- You come from the world of tax and legal advisory; but you've never been content with how things have always been done.
- You may have trained at a Big 4 firm, working across tax structuring, legal advisory, or consulting.
- Perhaps you've specialised in legal operations, innovation, or technology implementation within a professional services environment.
- Maybe you've even moved into legal tech or consultancy, helping advisory teams modernize and scale.
- Either way, you know how tax and legal advisory teams think, work, and (sometimes) struggle and you're ready to help them level up with technology.
- Have a background in law or tax, with experience at a Big 4 firm or leading professional services practice - ideally with exposure to multiple service lines, jurisdictions, or innovation initiatives.
- Are tech-curious and product-savvy. Not necessarily a coder, but passionate about navigating technical conversations, especially around things like generative AI, technology implementation, innovation and productivity.
- Communicate clearly and confidently with diverse stakeholders, from tax partners to consulting leaders, and from lawyers to engineers. I.e. translating across disciplines is second nature to you.
- Bring structure to ambiguity and energy to complexity; and enjoy being the calm, credible presence in a fast-moving environment.
- Understand how to evaluate and improve existing processes as a direct result of new and emerging technologies - whether that's streamlining tax compliance workflows, enhancing regulatory analysis, or improving multi-jurisdictional advisory work.
- Are proactive, self-directed, and comfortable juggling multiple client relationships at once.
- Care deeply about quality, but don't get stuck in perfectionism - you get things done, and you make them better over time.
- Understand the commercial realities of professional services: leveraging teams efficiently, demonstrating value to clients, managing complex multi-jurisdictional matters, and balancing technical excellence with commercial delivery.