Tax Training Facilitator

Job Purpose

The Tax Training Facilitator is responsible for delivering and managing new-hire training for on-site tax teams and providing continued support to ensure operational readiness. This role helps team members build confidence in tax processes, systems, and daily workflows, while maintaining consistency in practices across the team. The facilitator will stay current on updates and learning provided by U.S.-based teams and ensure effective transfer of knowledge to support accuracy, quality, and efficiency.

Key Responsibilities

• New Hire Training

Deliver structured training programs to ensure new hires understand tax processes, tools, and systems

Facilitate onboarding to support smooth integration into assigned roles

• Ongoing Support

Provide floor support by responding to process-related questions and guiding team members through daily tax tasks

Act as a point of contact for resolving operational issues related to tax workflows

• Knowledge Transfer and Development

Stay updated on tax procedures and best practices through training from U.S.-based teams

Ensure new information is communicated clearly and applied consistently across the team

• Process Standardization

Support the implementation of standardized tax processes to drive accuracy and efficiency

Monitor adherence to established practices and provide corrective coaching as needed

• Team Collaboration

Work with supervisors and managers to identify training needs and adjust programs accordingly

Promote collaboration and knowledge-sharing among team members

• Performance Monitoring

Track trainee progress and provide feedback to supervisors

Identify skill gaps and coordinate targeted training sessions to address them

Competency

Integrity

Acts as a role model for ethical and professional conduct

Provides guidance to colleagues on ethical considerations

Accountability

Take responsibility for outcomes and supports others in meeting expectations

Ensures clarity in tasks and follow-through

Customer Focus

Supports high-quality service delivery by reinforcing accuracy and consistency

Anticipates common needs and shares proactive solutions

Time Management / Organization

Manages training schedules and resources effectively

Anticipates potential conflicts and plans accordingly

Communication

Communicates concepts clearly and professionally

Provides constructive feedback and supports effective communication within the team

Teamwork

Fosters a collaborative environment and supports team performance

Assists in resolving team challenges constructively

Self-Motivated

Takes initiative in improving training delivery and materials

Demonstrates commitment to continuous learning and improvement

Performance Metrics

Trainee Performance

Measured through progress during and after training, including supervisor feedback

Knowledge Transfer Effectiveness

Ability of team members to apply tax processes consistently and accurately

Client Satisfaction

Quality and accuracy of tax work produced by trained employees

Process Adherence

Compliance with standardized tax practices and effectiveness of ongoing support

Training Delivery

Timeliness and quality of sessions delivered to new and existing employees

Requirements

Required Qualifications

Bachelor’s degree in Accounting, Finance, Taxation, or related field

5+ years of experience in tax or bookkeeping with strong process understanding

Experience in training, mentoring, or coaching in a professional environment

Strong communication and problem-solving skills

Ability to work in a fast-paced environment and handle multiple tasks

Preferred Qualifications

Experience in the tax and bookkeeping industry

Familiarity with tax systems and software

Certification in adult learning or training facilitation