Process Trainer (US Tax) - Team Leader / Manager

Purpose:

To drive compliance, technical accuracy, and seasonal readiness across US tax filing workflows. This role focuses on upskilling the team on complex IRS regulations, tax forms, and software navigation ahead of peak seasons.

Key Skill Set:

• Core Domain Expertise:Strong technical knowledge of US Federal and State taxation, including Individual (Form 1040), Partnership (Form 1065), and Corporate taxation (Form 1120/1120S).
• Tax Software Mastery:Hands-on expertise training teams on specialized tax software (e.g., UltraTax, Drake, GoSystem, and alike software) and tax research tools.
• Analytical Up-skilling:Skill in training employees on how to review source documents (W-2s, 1099s, K-1s) and map them accurately into tax software.

Aligned Competencies & Behaviors:

• Constructive Communication:Explains dense, ever-changing IRS tax codes and compliance mandates with high clarity and empathy.
• Collaboration & Co-Creation:Actively collaborates with Tax Managers and Senior Reviewers to convert real-world client feedback and common tax errors into live, collaborative case studies.
• Growth Orientation:Demonstrates a personal commitment to continuous upskilling. Proactively updates the training curriculum to reflect the latest annual IRS tax updates and changes.