Manager, Learning & Development

Crete Professionals Alliance • Tampa, FL

3d

About The Position

We are seeking a Manager, Learning & Development to design and build learning programs across a rapidly growing, multi-firm accounting platform.
This role focuses heavily on instructional design and industry-specific learning development, partnering closely with subject matter experts across Tax, Audit, CAS, Advisory, and Operations to translate technical expertise into structured learning programs.
This role goes beyond traditional LMS administration. You will:
Design and build role-based learning pathways (Associate → Partner)
Translate accounting expertise into structured learning programs and resources
Partner with Subject Matter Experts across Tax, Audit, CAS, Advisory, and Operations
Build applied learning materials including playbooks, case studies, and simulations
Integrate learning with performance management and career progression
Support onboarding and learning integration for newly acquired firms
Leverage LMS (LCvista) and enterprise learning platforms to drive adoption and accountability
This role is ideal for someone who enjoys building learning programs from the ground up in a professional services environment and translating technical expertise into scalable learning experiences.

Requirements

• 5+ years of experience in Learning & Development, instructional design, or training program development.
• Experience working within accounting environments strongly preferred.
• Demonstrated experience partnering with Subject Matter Experts to translate technical knowledge into structured learning content.
• Experience building learning programs including playbooks, case studies, simulations, and role-based learning pathways.
• Familiarity with learning platforms or LMS systems (LCvista or similar).
• Strong organizational skills and ability to manage multiple learning initiatives simultaneously.
• Excellent communication skills and ability to work across multiple firms and stakeholder groups.
• Experience with learning development tools such as Articulate, Captivate, or similar authoring platforms.
• Proficiency in Microsoft Office (Excel, PowerPoint).

Responsibilities

• Design and build role-based learning pathways (Associate → Partner) across Tax, Audit, CAS, Advisory, and Operations.
• Partner with Subject Matter Experts and firm leaders to translate technical expertise into structured learning programs and resources.
• Develop instructional materials including playbooks, learning guides, case studies, and applied learning exercises tailored to accounting workflows.
• Create learning experiences that support real engagement scenarios, client interactions, and professional development.
• Align learning programs with enterprise capability expectations and performance frameworks.
• Support leadership development and next-generation partner readiness programs.
• Structure learning paths and organize learning content within the LMS platform (LCvista).
• Upload and maintain learning resources including internal content and third-party learning providers.
• Support compliance tracking and participation reporting across firms.
• Partner with HRIS (UKG) to ensure employee data aligns with learning path assignments.
• Support utilization/organization of enterprise learning platforms including LinkedIn Learning, Becker, and LumiQ.
• Align learning programs with performance cycles, competency expectations, and promotion readiness.
• Support onboarding and learning integration for newly acquired firms.
• Standardize learning resources and core training programs across the platform.
• Build structured learning resources that support manager coaching, goal setting, and evaluation readiness.
• Facilitate working sessions with partners, senior managers, and technical leaders to capture expertise.
• Translate technical processes and firm best practices into structured learning materials.
• Support creation of knowledge documentation that can scale across multiple firms.
• Track learning participation and adoption across firms.
• Analyze participation data and feedback to refine programs.
• Recommend improvements to learning pathways and content design.
• Support development of dashboards and reporting insights aligned to learning adoption and capability development.

Benefits

• Health, Dental, and Vision Insurance (employee-only options available)
• Company-paid Life and Long-Term Disability insurance
• Supplemental benefits options
• Safe Harbor 401(k) with employer contribution
• Access to Becker, LinkedIn Learning, and leadership development programs

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed