David A. Basok

Tax Law Product Specialist, Legal Markets, Wolters Kluwer Legal and Regulatory Solutions

Role: Tax Law Product Specialist, Legal Markets, Wolters Kluwer Legal and Regulatory Solutions at Wolters Kluwer Legal & Regulatory Us
Location: Huntington Beach, CA, US
LinkedIn followers: 500 followers

About David A. Basok

Key strengths/achievements: • Consistent top performer(Honor Club recipient achieved 21 out of 26 years eligible)• #1 tax Product Specialist 2012 & 2014, 2017 and 2018 Honor Club recipient.• Building long term client relationships which results in high customer retention and new sales. Well respected by clients and prospects. Consultant to my clients and prospects.• Reputation with clients of competence, integrity and professionalism.• Leadership among peers.• Team player. Leader in sharing successful tools and strategies with peers. • Interacting with all levels of an organization from secretary to managing partner/CEO/CFO• Excellent presentation skills in small or large audiences.• Adapt and maintain high level of success through ever changing product line (print to CD to internet) and ever changing goals.

Experience

Tax Law Product Specialist, Legal Markets, Wolters Kluwer Legal and Regulatory Solutions
Wolters Kluwer Legal & Regulatory Us
Jun 2012 — Present · US
Responsible for tax product line with mid and large law firms providing business partnerships in Tax research resources/solutions throughout the United States. Increase content awareness with firms in electronic tax business nationwide. Work directly with information managers, practice heads, managing partners and tax attorney users on product development and implementation and new software/technology that delivers tax via electronic media. Communicate customer needs and market trends to Wolters Kluwer team/product managers, board members in legal regulatory solutions. Work directly with local and regional account managers to maximize Wolters Kluwer assets/content in large law firms that provides a better customer experience. Negotiate Wolters Kluwer assets for new business and retention in large law market. Teach information managers and attorneys as well as challenge them to think differently about the jobs they do and how our products and services fit into their workflow.• Manage an inventory of $6.7 million • Presentations to AM Law 150 partners and other high level employees at AM Law 150 firms. • Maintaining a mastery and deep product knowledge of the tax product line, competitors in themarket space, and the industry as a whole.• Honor Club recipient(top performers) as top Tax Product Specialist in 2012 & 2014, and Honor Club recipient for 2017, 2018 and Honor Club recipient for 18 of 29 years that I have been eligible.

Education

University of Rhode Island
BS

Skills

Process Improvement
Management
Team Building
Crm
Building Relationships
Business Development
Direct Sales
Time Management
Entrepreneurship
Publishing
Competitive Analysis
Customer Experience
Start-Ups
Product Development
Lead Generation
Accounting
Negotiation
Financial Analysis
Solution Selling
Business Planning
Strategic Partnerships
Account Management
Saas
Marketing
Pricing
B2b
Direct Marketing
Finance
Sales Process
Training
Customer Satisfaction
Software Industry
Strategic Planning
Sales Operations
Customer Retention
Professional Services
Enterprise Software
Strategy
Customer Service
Sales Management

Contact information

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Work email
•••••@wolterskluwer.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••78

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Current company

Wolters Kluwer

Software Development · 22K employees · Founded 1836

Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,100 people worldwide. Equal Opportunity Employer To ensure we continue to drive innovation that enables us to develop products and services to best serve our customers, we cultivate a workplace culture rooted in mutual respect, bringing forward insights from a wide range of backgrounds, perspectives, and experiences. We are also committed to complying with laws requiring equal opportunity in hiring, promotion, and other employment decisions. All qualified applicants will receive consideration without regard to race, color, religion, sex (including pregnancy, gender identity, transgender status, and sexual orientation), national origin, disability, age, genetic information, veteran status, or any other characteristic protected by applicable law, and we do not tolerate discrimination on any of these bases. Beware of Recruitment Fraud! 🔒 Scammers may pose as Wolters Kluwer, offering fake job opportunities and requesting personal info or payments. Protect yourself: - Apply only via our secure Workday hub on our Careers page. - Our recruiters never ask for banking info or payments. - We don't use public email accounts (e.g., Hotmail, Yahoo, Gmail). Report suspected fraud: t••••••••@wolterskluwer.com. If you've made a payment, contact local authorities. Read more here - https://careers.wolterskluwer.com/en/recruitment-fraud-alert

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