Director of Learning and Development
4 weeks ago
Summary:
To support the organization’s mission, vision, and values by demonstrating the following behaviors: Excellence and competence, collaboration, innovation, respect others, commitment to our community and movement, and accountability and ownership.
Establish a relationship with customers and be confident in the product to be able to trouble shoot support and upsell when applicable. Speak with customer about the company’s product and ask for education suggestions. Maintain good customer relationships.
Responsibilities:
• Answer Ask a Tax Pro questions daily.
• Instructor for the company.
• Research federal and state course content.
• Onboarding Instructors new and returning.
• Keep instructor onboarding webinar calendar current.
• Formatting and translating the manuscripts.
Qualifications:
• Bachelor’s degree preferred.
• Working on or is an Enrolled Agent (EA).
• Teaching experience preferred.
• Detail oriented.
• Communicate clearly and effectively.
• Ability to prepare written reports, correspondence and presentations to the executive team when required.
• Competent to maintain positive relationships internally and externally.
• Perform desktop publishing, create, and develop visual presentation when necessary.
• Ability to work independently and with team members.
• Perform as a project manager for special projects.
• Bilingual Spanish read, write and translate English to Spanish.
• Federal and state tax knowledge preferred.
• Accounting knowledge preferred.
• Public speaking ability preferred.
• Knowledgeable of technology and not afraid to learn new technology required.
Computer literate and knowledge of the following software:
• MS Office Suite
• Adobe Suite
• Understand Content Management System (CMS)
• Zoom
• Live chat features
• Client Retention Management software (CRM)
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