The
Training and Development Specialist (US Tax) is responsible for the design and implementation of technical training programs focused on US Federal and State taxation. This role requires an Enrolled Agent (EA) or CPA with deep technical expertise to ensure the organization's tax professionals are updated on complex tax laws, IRS regulations, and filing procedures.
Responsibilities
- Tax Curriculum Design: Develop and maintain advanced training modules for US Federal and State taxation, covering individual (1040), corporate (1120/1120-S), partnership (1065), and fiduciary returns.
- Regulatory Updates: Monitor IRS updates, legislative changes (e.g., Tax Cuts and Jobs Act), and court rulings to ensure all training materials remain compliant and current.
- Performance Support: Provide high-level technical guidance to Department Managers regarding personnel issues and technical skill gaps in the tax department.
- Needs Assessment: Conduct technical training needs assessments and survey clients to align learning objectives with organizational tax goals.
- CPD Oversight: Oversee the Continuing Professional Development (CPD) requirements for tax professionals through the internal CPD Training Center.
- Innovation: Stay current with tax industry trends and bring innovative ideas to drive continuous improvement in tax preparation efficiency.
- Perform other job-related duties as assigned from time to time.
Qualifications
- Experience: Minimum 5 years of proven experience in US tax preparation and technical training.
- Certifications: Enrolled Agent (EA) is required (CPA is a plus). Must hold a valid PTIN.
- Technical Knowledge: Expert mastery of the Internal Revenue Code, Circular 230, and tax research tools.
- Software Proficiency: Power-user of professional tax software (e.g., Lacerte, UltraTax, or Drake) and Intuit products (QuickBooks).
Education
- Bachelor's degree in Accountancy, or any related degree with equivalent tax experience
