Tax Supervisor + Technical Trainer

The Tax Department of one of the fastest-growing accounting firms in the country is seeking a Tax Supervisor and Technical Trainer who is motivated to learn, excited to collaborate and 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:

• 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