Robert M Stein, Cpa
About Robert M Stein, Cpa
Robert M. Stein is a Client Success Manager in Global Trade at Thomson Reuters, where he has worked since 2021. He has a background in Accounting and Taxation, holding an MBA from St. John's University, and has extensive experience in corporate tax technology solutions.
Work at Thomson Reuters
Robert M Stein currently holds two positions at Thomson Reuters. He has been a Senior Consultant in Operational Transfer Pricing since 2017, where he applies his expertise in corporate tax technology solutions. In addition, he has served as a Client Success Manager for Global Trade since 2021, focusing on managing and growing relationships with enterprise-level clients. His role emphasizes maximizing mutual value and achieving beneficial goals for clients.
Education and Expertise
Robert M Stein studied at St. John's University, where he earned an MBA with a focus on Accounting and Taxation. He also studied at Whitman. His educational background supports his extensive experience in corporate tax technology solutions, enabling him to deliver a systematic approach to client management.
Background
Before joining Thomson Reuters, Robert M Stein worked at Vertex Inc. from 2002 to 2016. During his 14 years there, he held the position of Global Client Manager and Senior Sales Engineer in the Greater New York City Area. This experience provided him with a strong foundation in client management and sales engineering within the tax technology sector.
Achievements
Robert M Stein has demonstrated a consistent ability to manage and grow client relationships at the enterprise level. His focus on delivering mutual value has been a key aspect of his roles at both Thomson Reuters and Vertex Inc. His systematic approach to client success has contributed to the effectiveness of the organizations he has been part of.