Education Specialist II

TAXWELL•Haverford, PA

About The Position

The Education Specialist II develops and delivers training initiatives that enhance Taxwell product knowledge and customer success. This role requires a minimum of three years’ relevant experience and demonstrated ability to perform all required duties with independence and proficiency. The ideal candidate has knowledge and background in the accounting or tax field and is comfortable developing educational resources, providing training, and supporting the planning and facilitation of education events.

Requirements

Minimum of three years’ relevant experience in tax preparation, software training, or a related field.
Background in accounting or taxation with the ability to translate complex concepts into accessible instruction.
Strong written and verbal communication skills with attention to detail and clarity.
Demonstrated ability to deliver effective presentations in person and via recorded formats.
Proficiency with Microsoft Office and Camtasia for video production.
Strong organizational skills with the ability to manage multiple projects and deadlines.

Responsibilities

Training Development & Delivery Develop comprehensive training materials for live courses, video-based instruction, and online learning platforms.
Provide training to both internal and external clients, with confidence in delivering content in person and in recorded formats.
Record and edit training videos, webinars, and other digital learning resources using tools such as Camtasia.
Content Creation & Documentation Research and gather technical, educational, and tax-related information to inform training materials and resources.
Interview programmers, developers, and subject matter experts to gain a thorough understanding of product technology and features.
Write, review, edit, and proofread documentation and training resources to ensure accuracy, clarity, and consistency.
Test software features for alignment with documentation and training content.
Coordinate the layout and organization of materials to ensure usability and customer-friendly design.
Email Communication Management Coordinate and execute company-wide transactional and education-related emails to ensure accuracy, consistency, and alignment with organizational messaging standards.
Develop and deliver education-focused email communications, including training announcements, webinar invitations, reminders, and post-event follow-ups.
Collaborate with Marketing to align educational emails with company initiatives, branding guidelines, and overall customer communication strategies.
Use performance metrics and feedback to improve email processes, quality, and engagement over time.
Collaboration & Projects Work with cross-functional teams to produce high-quality training content and documentation.
Lead or contribute to special projects requiring in-depth research and analysis, engaging with stakeholders to ensure project success.
Maintain and update internal training resources and content libraries.
Professional Growth & Contribution Demonstrate proficiency in the use of tools required to create, manage, and deliver content, including Camtasia and Microsoft Office.
Stay informed about industry trends, tax law updates, and emerging educational technologies.
Contribute to a culture of continuous improvement within the Education Department.
Other Travel as required to deliver training and support education events.
Perform other duties as assigned by the manager.