Manager - Tax Capability and Learning, Learning and Development (51292)

Posted Yesterday
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Hiring Remotely in 10020, New York, NY, USA
In-Office or Remote
130K-150K Annually
Senior level
Professional Services • Consulting • Financial Services • Cybersecurity
The Role
Design and deliver tax-focused learning and enablement by partnering with Tax SMEs and leaders. Translate strategy into role-based curricula, diagnose performance issues, create blended learning solutions, measure behavior and performance outcomes, and coach teams to strengthen execution and judgment.
Summary Generated by Built In

We are looking for a practice‑embedded leader who is passionate about how tax professionals deliver quality work in a rapidly evolving environment. 

This role sits at the intersection of Tax strategy and learning. You will partner closely with Tax leadership and SMEs to design and deliver learning and enablement that directly improves how work gets done - especially as our tax practice continues to evolve through technology, AI, and advisory skills to create new ways of working. 

This is an opportunity to shape how tax professionals grow, specialize, and perform. 

What you’ll do 

You will: 

  • Partner directly with Tax SMEs and Learning practice leadership to identify where learning, enablement, and capability development can most effectively impact client service delivery.   

  • Translate Tax strategy, methodology, and operating priorities into practical, role‑based learning experiences that support real‑world application. 

  • Design and evolve a learning strategy and curriculum for tax, including core execution skills, tax specialization (e.g., International Tax, SALT, Trust and Estates), and future‑ready capabilities. 

  • Diagnose root causes of performance challenges (not just skill gaps) and recommend solutions that may include learning, feedback, process changes, or tools. 

  • Collaborate closely with HR Business Partners, Recruiting, Talent Management, SMEs, and national practice leaders to align development efforts and ensure consistent execution across the firm. 

  • Define and track meaningful outcomes for learning initiatives—focusing on performance improvement, adoption, and behavior change, not just completion. 

  • Develop high‑quality learning content using instructional design best practices, including digital learning, blended solutions, and facilitated experiences. 

  • Partner with internal facilitators and subject matter experts to ensure instructional quality, consistency, and relevance. 

  • Coach individuals and teams strengthen execution, judgment, and professional growth. 

Who you are 

You are someone who: 

  • Cares deeply about how tax professionals learn, develop judgment, and apply their skills 

  • Enjoys working closely with practice leaders and operating in ambiguity 

  • Thinks in terms of capability and performance, not just courses and content 

  • Is comfortable leading with influence 

  • Wants to be part of shaping the future of tax and building capabilities 

Qualifications
  • 5+ years of experience in Learning & Development, tax enablement, practice operations, or higher education—ideally within a professional services or accounting firm. 

  • Experience consulting with leaders and teams on performance, capability, or development challenges. 

  • Strong facilitation, communication, technical writing and instructional design skills. 

  • Comfort balancing multiple stakeholders and priorities in a matrixed environment. 

  • A growth mindset and interest in how tax is evolving. 

  • CPA or experience working closely with tax professionals in professional services is strongly preferred. 

  • Working knowledge of NASBA CPE requirements and learning compliance standards. 

  • Experience with digital learning tools (e.g., Storyline 360, Camtasia, MS Office, or similar platforms). 

Additional details 

  • Travel: approximately 10% 

  • Hybrid learning design and delivery 

Skills Required

  • 5+ years of experience in Learning & Development, tax enablement, practice operations, or higher education (preferably in professional services or accounting firm).
  • Experience consulting with leaders and teams on performance, capability, or development challenges.
  • Strong facilitation, communication, technical writing, and instructional design skills.
  • Comfort balancing multiple stakeholders and priorities in a matrixed environment.
  • Growth mindset and interest in how tax is evolving.
  • CPA or experience working closely with tax professionals in professional services.
  • Working knowledge of NASBA CPE requirements and learning compliance standards.
  • Experience with digital learning tools (e.g., Storyline 360, Camtasia, MS Office or similar platforms).
  • Willingness to travel approximately 10%.
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The Company
3,502 Employees
Year Founded: 1979

What We Do

Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.

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