In this role, you will be primarily responsible for building and executing a training strategy, which includes design, development and delivery of effective training and maintaining a repository of training resources. You will collaborate with department leadership to develop learning solutions; develop, implement and maintain training tools and materials; deliver training; ensure site compliance with Tax Quality Standards and other regulations; roll-out specific site and corporate training initiatives; effectively work with onsite and remote staff.
What You'll Do:- Maintain less than half (roughly 40%) of client work to maintain technical skills, awareness of internal procedures and compliance needs.
- Support the lead technical trainer in planning, developing, and delivering technical training, coordinating training activities, and maintaining resources to support staff learning and development.
- Develop, deliver, and maintain new hire technical training content for onboarding Tax staff.
- Conduct annual check-ins with staff within Tax to support them in their learning, identify growth/development areas and design/deliver educational opportunities accordingly based on needs.
- Develop and maintain a repository of learning resources, such as quick reference guides, best practices and videos for using tax technical software
- Stay up to date on current tax technical topics and update existing training material or develop new material, as needed.
- Stay up to date on tax law/process changes and update training materials and department staff, as needed.
- Make recommendations for additional training opportunities based on relevant tax law changes.
- Build and maintain strong relationships with department leaders to identify knowledge gaps and develop a strategy to fill the gaps.
- Work in the current practice area and continue to manage clients and work on engagements.
What We're Looking For: - Excellent written and oral communication skills
- Strong client service skills with the ability to interact with all levels of management
- Detail-oriented
- Strong background in individual compliance
- Must be able to work both independently and in a team environment.
- Strong planning and organization skills; ability to make decisions
- Resourceful in recognizing technical problems and developing solutions
- Awareness of current developments affecting area of expertise
- Ability to evaluate and research training options and alternatives.
- Ability to design and implement effective training and development programs.
- Ability to build strong relationships within and outside department to understand how technology is used and identify areas for improvement.
- Highly literate with technology; quickly learns new applications and tools.
Your Qualifications:- Bachelor's degree in Accounting required.
- 4+ years tax experience in a public accounting firm required.
- Licensed & Active CPA preferred.
- Strong presentation & facilitation skills are required, prior teaching or training experience at a national or regional firm is preferred.
- Experience using the following software and applications:
- ProFX: Fixed Assets
- BNA Income Tax Planner and Provision
- CaseWare
- QuickBooks
- CCH Axcess
- Adobe
- Microsoft Teams
- CoPilot
The stated pay scale reflects the range that Anders reasonably expects to pay for this position. The actual pay rate for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and firm business practices.
Salary Range
$90,000-$110,000 USD
