Technical Trainer, Tax

Thomson Reuters•Frisco, TX

2d•$74,200 - $137,800•Hybrid

About The Position

The Technical Trainer delivers expert customer and partner training for Thomson Reuters Direct Tax Compliance solutions, primarily ONESOURCE Tax Provision and expanding to ONESOURCE Global Access and ONESOURCE Workpapers as business and customer needs evolve. The role supports customer success through effective, engaging learning experiences and collaborates with Curriculum Designers, Professional Services Consultants and Implementers, and subject-matter experts to develop and deliver a comprehensive training program. The trainer facilitates virtual multi-client workshops and dedicated client sessions, and provides onsite training when needed. They also create, update, and maintain learning materials across formats such as instructor-led workshops, webinars, office hours, eLearning courses, videos, certification exams, and toolkits. Training assets must reflect current product capabilities and support effective learner outcomes. The role requires keeping current with tax technology, compliance practices, and market trends; building product expertise across Direct Tax Compliance and the broader Direct Tax portfolio; and using Thomson Reuters generative AI tools to improve work and deliverables. The trainer analyzes learner feedback and training metrics to improve programs, supports training operations and billing documentation, and works in-office at least three days per week as part of a hybrid schedule. Travel for onsite training may be required.

Requirements

Bachelor’s degree in accounting, tax, finance, business, education, or a related field.
At least four years of experience in Direct Tax, tax technology, tax compliance, or customer-facing product training.
Ability to design and facilitate hands-on learning activities that drive adoption.
Ability to manage technical issues, varied learner skill levels, and product changes while maintaining a positive learning experience.
Excellent written and verbal communication skills, including the ability to explain complex concepts clearly.
Customer-centric mindset focused on measurable training impact.
Ability to build alignment across a complex, matrixed organization.
Strong collaboration skills and ability to work independently.
Strong technical skills with generative and agentic AI, adaptability to emerging technologies, and curiosity about the intersection of AI and tax technology.
Willingness to travel for onsite training as needed.

Nice To Haves

Experience with tax technology or compliance platforms, especially ONESOURCE Tax Provision, ONESOURCE Global Access, and ONESOURCE Workpapers.
Experience delivering live and virtual training for groups of approximately 10 to 50 or more participants.
Experience leading cross-functional projects and delivering results on time.

Responsibilities

Lead product training focused on Direct Tax Compliance, primarily ONESOURCE Tax Provision and expanding to related solutions as business and customer needs evolve.
Deliver virtual multi-client workshops and dedicated client sessions, and provide onsite training when needed.
Partner with Curriculum Designers, Professional Services Implementers, and subject-matter experts to identify training needs and effective delivery methods.
Review and synthesize input from colleagues and external experts to co-create effective training that supports product usage.
Stay current on tax technology, compliance practices, and market trends to keep training content accurate and relevant.
Update training assets across workshops, webinars, office hours, eLearning, videos, exams, and toolkits to reflect product changes and maintain accuracy and clarity.
Analyze learner feedback and training metrics to improve programs and close curriculum gaps.
Build and maintain product expertise across Direct Tax Compliance and the broader Direct Tax portfolio.
Use Thomson Reuters generative AI tools to accelerate work, improve deliverables, and adopt emerging AI best practices.
Record time and engagement details for billing and utilization reporting, and submit time and expense reports promptly.
Provide timely attendance reports and perform other training operations tasks as needed.
Work in-office at least three days per week as part of a hybrid schedule.

Benefits

Flexible vacation and flexible work arrangements, including work from anywhere for up to eight weeks per year.
Two company-wide Mental Health Days off annually.
Access to the Headspace app and Employee Assistance Program.
Retirement savings plan with company match.
Tuition reimbursement.
Employee incentive programs and an Employee Stock Purchase Plan.
Health, dental, vision, disability, and life insurance programs.
Paid holidays, sick and safe paid time off, parental leave, and sabbatical leave.
Fitness reimbursement and resources for mental, physical, and financial wellbeing.
Two paid volunteer days off annually and opportunities for pro-bono consulting and ESG initiatives.
Flexible Spending and Health Savings Accounts.
Commuter benefits.
Adoption and Surrogacy Assistance.
Optional hospital, accident and sickness insurance; optional life and AD&D insurance; Group Legal Identity Theft Protection benefit; and access to a 529 Plan.