Trainer - Tax

TRAINER

Ideal candidate

We look for people who want to grow; who always ask, “What’s next?” Our values and business are rooted in always seeking ways to have greater impact – staying ahead of industry and regulatory trends; seeking new skills, credentials and certifications; and constantly improving how we collaborate, communicate and work together to achieve client, business, personal and professional goals.

What working at JCCS offers

When you grow our clients grow, and we grow. So we offer a competitive compensation package in which you’re rewarded based on performance and recognized for the value you bring to the firm. Our total rewards package includes medical, dental, vision and other offerings; profit-sharing 401(k) plan with safe harbor contributions; a minimum of 10 vacation days, nine company-observed holidays, 12 sick days and half-day Fridays starting in May. Plus we offer:

• Support, coaching and feedback from co-workers and managers.
• Opportunities to develop new skills and advance your career.
• The freedom to work in a way that lets you balance life outside of work.

About JCCS

JCCS has more than 100 professionals working in six locations. Yet we all share one goal: to guide our clients in making smart decisions today so you can have a better tomorrow.

For more than 70 years we’ve helped clients, both big and small, in virtually every sector. We’ve collaborated with them on everything from managing payroll to paying the right amount of tax, from expansion plans like mergers and acquisitions to succession planning, and valuation. Throughout it all we’ve held one firm belief.

When it comes to reaching your personal, business and professional goals, knowledge is power.

Position Summary

The Trainer is responsible supporting the JCCS service line in Tax. The Trainer will develop training programs, materials, and interactive assessment exercises that drive efficiency and consistency in all aspects of accounting procedures, regulatory standards, and application of various software technology. Training will ensure compliance with Tax Quality Standards as well as all applicable regulatory bodies.

The Trainer is responsible for developing and facilitating training in live and virtual environments; with travel to teach at all branch locations, as needed. The Trainer is responsible for working in collaboration with the A&A Service Line Director and CLO in all program planning. All training programs should be designed to meet NASBA CPE Standards and documentation requirements.

Essential Job Responsibilities:

• Understand and be proficient in JCCS practices and procedures, quality control expectations, and use of software applications in service line.
• Coordinate all training projects through CLO for scheduling, compliance, and completion tracking for staff.
• Develop, deliver, and maintain new hire onboarding training content for firm-wide consistency in Tax. Modules to be utilized in staff onboarding learning plans via the Learning Management System (LMS).
• Develop and facilitate In-Person and Virtual training of staff on technical topics at appropriate experience levels: basic, intermediate, and advanced.
• Develop, and facilitate complex and interactive practical application exercises that support the assessment of comprehension of all training programs.
• Develop, record, and maintain video-based training on software technology used throughout JCCS.
• Develop user guides, sample product documentation, practice exercises, instructional checklists, and facilitation instructions and maintain same in the firm’s LMS repository.
• Ensures all training is up to date with industry, state and federal and IRS regulatory changes and update all existing training materials, and develop new programs to train on critical elements, as needed.
• Stay up to date on JCCS service line process and procedural changes and update all existing training materials, and augment programs to update department staff, as needed.
• Collaborate with CLO to conduct semi-annual check-ins with Service Line Directors to identify growth/development areas, and design/deliver educational programs based on needs. Make recommendations for additional innovative training solutions.
• May help provide transactional support for tax services.
• Performs other duties, responsibilities and activities as assigned.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

To Qualify:

• Bachelor’s degree in accounting
• 5+ years’ experience in public accounting or teaching accounting
• Licensed CPA, preferred.

Skills for Success:

• Strong presentation and facilitation skills
• Adult teaching and instructional design
• Excellent listener with ability to identify learning objectives needed
• Ability to create engaging, interactive exercises to meet learning objectives
• Proficient in commonly used concepts, practices, and procedures within the accounting field
• Ability to problem solve and think independently
• Attention to detail, and good organizational skills
• Highly literate with technology with ability to learn new applications and tools
• Excellent written and oral communication skills, including Coaching and Feedback to support growth and development of staff.

This job posting is intended to describe the general nature and level of work being performed and not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel as classified.  

Candidate must successfully pass background check.

JCCS is firmly committed to affording equal opportunity to all employment applicants and will consider all qualified candidates.