OneSource Virtual

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Payroll Tax Training Specialist

PayrollPayrollFull TimeRemoteTeam 501-1,000Since 2008H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

145 days ago

Salary

Not specified

Bachelor Degree5 yrs expEnglish

Job Description

• Design and develop comprehensive training materials including user guides, training manuals, interactive tutorials, video content, and assessment tools for the tax compliance platform. • Create multi-modal learning experiences incorporating visual, auditory, and hands-on learning approaches to accommodate diverse learning styles and preferences. • Deliver engaging training sessions to customers through various formats including webinars, in-person workshops, virtual classroom sessions, and one-on-one training consultations. • Collaborate with Tax Compliance Analysts to ensure training content accurately reflects current regulations, platform functionality, and compliance best practices. • Utilize AI tools and platforms to enhance training material development, create personalized learning paths, and automate content updates based on regulatory changes. • Assess learning effectiveness through evaluation methods, feedback collection, and performance metrics to continuously improve training programs and materials. • Maintain current knowledge of tax compliance regulations, platform updates, and industry best practices to ensure training content remains accurate and relevant. • Develop specialized training modules for different customer segments, including new implementations, advanced users, and specific industry verticals. • Create and maintain a comprehensive training curriculum that progresses from basic platform orientation to advanced compliance management techniques. • Partner with Customer Success teams to identify training needs, address customer challenges, and ensure training programs support customer satisfaction and platform adoption. • Manage training schedules, coordinate customer participation, and track completion rates and certification achievements. • Develop certification programs and competency assessments to validate customer proficiency and create clear achievement pathways. • Create troubleshooting guides and FAQ resources to support customer self-service and reduce support ticket volume. • Analyze training metrics and customer feedback to identify improvement opportunities and optimize training delivery methods and content effectiveness. • Support product development teams by providing customer training perspectives on new features, user experience improvements, and platform enhancements.

Job Requirements

  • Bachelor's degree in Education, Instructional Design, Communications, Business, or related field.
  • 5+ years of experience in training development and delivery , preferably in software, technology, or financial services environments.
  • 3+ years of instructional design experience with demonstrated ability to create engaging, effective training materials and curricula.
  • Experience with adult learning principles, training evaluation methodologies, and competency-based education approaches.
  • Proficiency with Microsoft Office Suite, especially PowerPoint, Word, and Excel for content development and data analysis.
  • Experience with AI tools for content creation including Large Language Models (ChatGPT, Claude, Gemini) and AI-powered training platforms.
  • Strong presentation skills with experience delivering training to professional audiences through various modalities including virtual and in-person formats.
  • Expertise of payroll processes and tax compliance concepts sufficient to develop accurate training content.

Benefits

  • values-based culture
  • upward mobility
  • professional development opportunities

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