Manager, National Tax Learning

BDO USA•Chicago, IL

11d•$110,000 - $135,000

About The Position

Job Summary: The Manager, National Tax Learning will apply tax knowledge and experience to increase the effectiveness and maximize the efficiencies of firm resources dedicated to national tax learning. The individual in this role will collaborate closely with National Tax Learning (NTL) and Tax leadership to support continuous learning by assisting with the design, development, and implementation of tax curriculum through various delivery methods. Job Duties: Conducts needs assessments, evaluates, and identifies gaps in curriculum, and supports design efforts for continuous learning Leads, supports, and fosters the development of a continuous learning culture for all tax professionals Manages client relationships and works with tax leadership to support learning needs Assists with organizing national virtual trainings Liaises with tax practice representatives to understand learning needs, disseminate NTL communications, design and develop tax training content, and discuss feedback on tax learning resources Collaborates with Learning & Development (L&D), as well as National Assurance, Advisory, National Tax Office (NTO), Digital Transformation & Innovation (DT&I), Tax Practice Leaders and other firm leadership to plan and execute national and other group live training programs Works with internal team members and external vendors to evaluate and curate content for tax professionals to enhance tax knowledge and core tax tools learning opportunities (e.g., Becker CPE, CPE Link, and Checkpoint) Integrates professional development content within tax learning curriculum such as business development, financial and leadership skills Applies tax technical and tools knowledge to assist with development of content, as needed Ensures tax curriculum supports Firm Tax policies and professional development Exercises professional judgment in non-routine situations Provides guidance regarding the Firm’s tax learning methodology, keeping current regarding professional standards set by regulators and professional organizations Applies, with honesty and integrity, relevant regulations, and standards, as well as the BDO Code of Ethics and Professional Conduct Assists with maintaining Tax Learning website within the Tax portal Other duties, as required

Requirements

Bachelor’s degree, required; with a focus in Accounting, Business, or Finance, preferred
Five (5) or more years of experience as a tax professional, required
Proficient in the use of Microsoft Office suite, specifically Word, Excel, PowerPoint and Outlook, required
Proficient at driving change
Strong client relationship skills
Ability to be agile to competing demands while managing and reprioritizing projects effectively
Strong presentation skills
Superior written and verbal communications skills
Advanced knowledge of tax technical aspects
Able to work in a deadline-driven environment, and handle multiple projects/tasks with an attention to detail
Able to successfully multi-task while working independently or within a group environment

Nice To Haves

CPA, preferred
Basic proficiency with tax software, specifically GoSystem Tax RS, SurePrep and DataFlow, preferred

Responsibilities

Conducts needs assessments, evaluates, and identifies gaps in curriculum, and supports design efforts for continuous learning
Leads, supports, and fosters the development of a continuous learning culture for all tax professionals
Manages client relationships and works with tax leadership to support learning needs
Assists with organizing national virtual trainings
Liaises with tax practice representatives to understand learning needs, disseminate NTL communications, design and develop tax training content, and discuss feedback on tax learning resources
Collaborates with Learning & Development (L&D), as well as National Assurance, Advisory, National Tax Office (NTO), Digital Transformation & Innovation (DT&I), Tax Practice Leaders and other firm leadership to plan and execute national and other group live training programs
Works with internal team members and external vendors to evaluate and curate content for tax professionals to enhance tax knowledge and core tax tools learning opportunities (e.g., Becker CPE, CPE Link, and Checkpoint)
Integrates professional development content within tax learning curriculum such as business development, financial and leadership skills
Applies tax technical and tools knowledge to assist with development of content, as needed
Ensures tax curriculum supports Firm Tax policies and professional development
Exercises professional judgment in non-routine situations
Provides guidance regarding the Firm’s tax learning methodology, keeping current regarding professional standards set by regulators and professional organizations
Applies, with honesty and integrity, relevant regulations, and standards, as well as the BDO Code of Ethics and Professional Conduct
Assists with maintaining Tax Learning website within the Tax portal
Other duties, as required