Senior Manager of Tax AI Learning, Enablement & Adoption

BDO USA•McLean, VA

22h•$140,000 - $180,000

About The Position

Job Summary: The Senior Manager of Tax AI Learning, Enablement & Adoption is responsible for owning and delivering AI learning and enablement for the Tax practice. This role translates firm level AI strategy into structured curricula, role based learning paths, and practical training experiences that build sustained capability across tax professionals. The focus is on developing skills, confidence, and sound professional judgment in AI supported tax work rather than defining AI strategy or building tools. Positioned at the intersection of Tax, People Operations, and learning enablement, this leader partners closely with Tax leadership, training teams, and technology stakeholders to embed AI learning into existing onboarding, technical training, and professional development programs. The role ensures AI enablement is scalable, consistent, and aligned to Total Tax Focus principles across compliance, planning, and advisory services. The Senior Manager owns and delivers comprehensive AI learning roadmaps, defines proficiency expectations, and governs AI learning content to ensure accuracy, consistency, and policy alignment. Through structured instruction, practical job aids, and integrated learning models, this role equips tax professionals at all levels to apply AI responsibly, defensibly, and effectively in client service.

Requirements

Bachelor’s degree, required
Experience leading learning enablement, curriculum development, or large‑scale training initiatives for professional or technical audiences, strongly preferred
Experience related to AI, digital, or technology‑enabled work, strongly preferred
Demonstrated experience leading learning enablement, digital transformation, or AI adoption initiatives that drive sustained capability and behavior change, preferred
Experience designing and delivering professional learning programs, including curriculum development, instructional design, facilitation, or enablement for technical or professional audiences, preferred
Proficient in Microsoft Office suite, including Word, Excel, PowerPoint, and outlook, required
Proficient in Microsoft Copilot, ChatGPT, and other enterprise LLMs, preferred
Proven ability to translate complex concepts into structured learning experiences and practical guidance for end users
Strong collaboration skills across professionals, technology teams, and leadership stakeholders
Ability to design and scale learning programs across large, complex professional organizations
Elite organizational skills with the ability to work effectively both independently and in team environments
People‑focused mindset with the ability to communicate effectively across diverse audiences
Proactive, forward‑looking approach to anticipating challenges and enabling solutions
Ability to lead through influence and partnership
Passion for the vision and mission of the consolidated Tax practice

Nice To Haves

Prior experience in Power BI, Tableau, and Power Automate, preferred
Prior experience in financial systems, including but not limited to Oracle, preferred
Prior experience with Thomson Reuters, Bloomberg Tax AI Assistant, Blue J, CCH AnswerConnect, TaxGPT and/or CPA Pilot, as applicable, preferred

Responsibilities

AI Learning & Enablement Leadership Owns the design, development, and execution of AI learning and enablement for the Tax practice, translating firm‑level AI strategy into structured, scalable learning programs
Serves as the primary leader responsible for equipping tax professionals with the skills, confidence, and judgment required to apply AI responsibly in tax research, planning, compliance, and advisory work
Focuses on sustained skill development and proficiency rather than one‑time training events or tool rollouts
Curriculum, Learning Design & Delivery Designs comprehensive AI learning roadmaps for the Tax practice, including foundational, role‑based, and advanced learning paths aligned to job roles, experience levels, and service lines
Develops structured curricula, course materials, and learning assets that clearly articulate how AI is applied in real tax scenarios
Defines and implement effective learning delivery models, including instructor‑led training, facilitated workshops, peer learning, self‑guided content, and in‑workflow learning
Creates practical job aids, playbooks, prompts, and workflow examples that reinforce learning at the point of work
Ensures learning experiences emphasize sound professional judgment, appropriate review of AI outputs, and defensible application in client delivery
Proficiency, Measurement & Content Governance Defines AI proficiency expectations for tax professionals in partnership with People Operations and Tax leadership
Establishes methods to assess learning effectiveness and skill adoption, including proficiency benchmarks, feedback mechanisms, and continuous improvement loops
Owns governance of AI learning content, ensuring materials remain accurate, current, policy‑aligned, and consistent across the Tax practice
Regularly refresh curricula and learning assets as AI capabilities, tools, and regulatory considerations evolve
Integration with Tax Training & Practice Operations Partners with Tax training leaders, People Operations, and practice leadership to embed AI learning into existing onboarding, technical training, and professional development programs
Ensures AI enablement aligns with Total Tax Focus principles and supports integrated, client-centric service delivery
Collaborates with Tax Digital Transformation & Innovation and Technology teams to ensure learning content reflects real workflows and approved AI capabilities, without owning tool or strategy design
Leadership Enablement & Change Support Equips Tax leaders, managers, and facilitators with guidance and tools to reinforce AI learning, model effective usage, and support teams through adoption
Helps leaders reframe success in AI‑enabled work toward insights generated, problems solved, and value delivered rather than activity volume
Identifies learning‑related adoption barriers and design targeted enablement interventions to build confidence and consistency across the practice
Governance, Risk & Responsible AI Use Partners with Tax Quality, Risk Management, Legal, and IT stakeholders to apply and reinforce firm‑defined guardrails, review protocols, and accountability models for AI‑enabled tax work
Monitors evolving AI capabilities and regulatory considerations to inform learning updates and enablement materials