Director of Tax Knowledge – Design

Responsibilities

• Establishes goals and objectives, develops work plans, assigns tasks, maintains schedules and coordinates activities.
• Monitors the timely completion of tasks and ensures that goals and objectives are met.
• Drives the development of the team, coaches and motivates staff to ensure high productivity and quality, teamwork and increased group competency.
• Organizes, facilitates and participates in data gathering from multiple resources to collect information needed to analyze and define yearly changes for tax knowledge materials.
• Facilitates updating of existing tax knowledge courses and materials and identifies efficiencies to streamline current development processes.
• Facilitates identification of current and pending tax law changes and development new tax-related educational material in a variety of formats.
• Works with Learning Specialists to facilitate incorporation of tax content in operations materials where appropriate.
• Evaluates usage of materials on a regular basis to assist in planning.
• Coordinates responses to tax-related communications.
• Reviews the work of staff and provides feedback.
• Ensures department processes and standards are adhered to.
• Manages yearly maintenance of courses and researches available technologies to enhance department processes and procedures.
• Performs other duties as required.

Requirements

• Bachelor’s degree in business or a related field, or equivalent in education and experience.
• Relevant individual income tax experience is strongly preferred; however, some tax knowledge is required (corporate, individual, etc.).
• At least 10 years of combined tax knowledge and instructional design experience.
• At least 2 years of project and/or resource management experience.
• Educational design experience is strongly preferred.
• Detailed knowledge of adult learning techniques, instructional design and distance learning methodologies.
• Cursory understanding of Learning Management Systems, preferably Schoox, a plus.
• Strong research and analytical skills, including the use of A.I. for research and analysis.
• Superb leadership and motivational skills.

Core Competencies

Demonstrates extensive experience in tax knowledge and instructional design, with a strong focus on adult learning techniques and project management. Capable of leading teams, developing educational materials, and utilizing research and analytical skills to enhance learning outcomes.