Tax Technical Trainer

The Human Resources Department of one of the fastest-growing accounting firms in the country is seeking a Technical Trainer who has a strong technical skillset, is excited to collaborate and is passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential.   

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: 

• 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.
• Minimal (less than 5%) client work to maintain technical skills, awareness of internal procedures and compliance needs. 
• Perform other duties as assigned. 

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  
• 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
• 5+ years tax experience in a public accounting firm required
• 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
  • CaseWare
  • QuickBooks
  • CCH Axcess
  • Adobe
  • Microsoft Teams
  • CFS Payroll & Tax Tools 

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