Tax Training Specialist
4 weeks ago
We are seeking a talented individual to join our Learning and Development Department as a Tax Training Specialist. This role is responsible for creating, training, and refreshing new hire technical training content for onboarding Tax, Private Client Services, Estate & Trust, and Retirement Plan Administration employees. The successful candidate will design, implement, and evaluate practice area efficiency initiatives in collaboration with L&D Director, PICs, and designees. Additionally, they will develop and teach hands-on coursework on select client-serving software products or other requested topics. The ideal candidate will have a Bachelor's Degree in Accounting or a mix of related education and experience, as well as 4+ years of relevant experience in tax or public accounting. The role offers a competitive salary, dental insurance, disability insurance, employee assistance program, flexible schedule, tuition reimbursement, and work from home options.
Key Responsibilities
* Create, train, and refresh new hire technical training content for onboarding Tax, Private Client Services, Estate & Trust, and Retirement Plan Administration employees.
* Design, implement, and evaluate practice area efficiency initiatives in collaboration with L&D Director, PICs, and designees.
* Develop and teach hands-on coursework on select client-serving software products or other requested topics.
* Communicate course offerings, curriculum content, timing, attendee requirements, required CPE information, and any special instruction to the Learning & Development Manager or centralized management.
* Ensure accessibility of training documentation for all team members in accordance with firm knowledge management practices.
* Review training feedback evaluations and modify training programs and resources for continuous improvement.
* Build and maintain strong relationships with PICs and key leaders to identify knowledge gaps and develop a strategy to fill the gaps for Tax, Estate and Trust, and Retirement Plan Administration groups through effective learning solutions.
* Address procedural concerns or suggestions raised by departments and initiate solutions in conjunction with L&D Director, PICs, and designees.
* Update firm-customized templates and tax workpapers in collaboration with Tax, Private Client Services (PCS), E&T, and RPA/EB PICs and designees.
* Manage Tax, Private Client Services (PCS), E&T, and RPA/EB annual roll forward processes, providing instruction and guidance to the Office Administration team.
Requirements
* Bachelor's Degree in Accounting or a mix of related education and experience.
* 4+ years of relevant experience in tax or public accounting.
* Strong project management capabilities.
* Proficient level of knowledge pertaining to corporate, partnership, and individual taxation, accounting, systems, and software necessary to teach and support our team members.
What We Offer
* Competitive salary.
* Dental insurance.
* Disability insurance.
* Employee assistance program.
* Flexible schedule.
* Tuition reimbursement.
* Work from home options.
About Us
Boulay is a leading provider of tax, audit, and consulting services. We are committed to helping our clients achieve their goals through innovative solutions and exceptional service. Our team of experts is dedicated to delivering high-quality results and building long-term relationships with our clients. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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