Training and Development Specialist

Posted 14 Days Ago
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Irvine, CA
In-Office
72K-80K Annually
Mid level
Financial Services
The Role
The Training and Development Specialist delivers in-person training, collaborates with leaders to assess development needs, and ensures effective learning solutions to enhance employee performance.
Summary Generated by Built In

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Training and Development Specialist delivers live, instructor-led training across the organization, with a primary focus on Operations and Processing. As a subject matter expert in policies and procedures, this role enhances employee performance through creative and effective learning strategies. The Specialist plays a key role in driving productivity, client satisfaction, and overall operational efficiency by ensuring employees are well-equipped to succeed.

This position partners closely with department leaders to identify development needs, evaluate training effectiveness, and implement impactful learning solutions. The ideal candidate is a collaborative team player who enjoys sharing best practices, supporting growth, and continuously improving how teams learn and perform.

We’re all about that in-person vibe, so this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive base salary, with opportunities for growth based on performance and experience.

  • Salary Range: $80,000 - 90,000 per year
  • Opportunity to earn a quarterly bonus based on performance 

WHAT YOU'LL DO

  • Deliver engaging, instructor-led training sessions on a regular basis, with a primary focus on supporting new hires during their first 30 days through in-classroom instruction and hands-on guidance to ensure a strong start.
  • Collaborate with cross-functional partners to identify learning needs and determine the most effective training delivery approach.
  • Evaluate individual and program-level strengths and areas for improvement to identify training opportunities.
  • Work closely with Department Managers to provide regular updates on training progress, performance trends, and results.
  • Maintain accurate records of training activities, attendance, assessments, test results, and retraining requirements.
  • Evaluate training program effectiveness and continuously identify opportunities for improvement to meet departmental and organizational goals.
  • Ensure training resources and materials are readily available for in-person instruction and ongoing learning.
  • Review procedures, processes, and systems to identify areas for improvement and increased efficiency.
  • Assess training effectiveness through knowledge checks, quizzes, scenario-based exercises, and follow-up reviews to ensure real-world application.
  • Support new hires by acclimating them to company programs, systems, and best practices.
  • Proactively identify opportunities to improve workflows across departments and recommend solutions to management.
  • Create, update, and maintain training materials and procedural documentation based on organizational needs.
  • Support the evaluation of learning programs by collecting and analyzing engagement metrics, assessment data, and user feedback to drive continuous improvement.

WHAT YOU'LL NEED TO HAVE

  • At least 3 years of experience designing and delivering a variety of learning solutions, including in-person, virtual, e-learning, and blended formats
  • Ability to manage the full training lifecycle, from needs assessment through evaluation and continuous improvement
  • Strong ability to identify learning needs and align training initiatives with business objectives and cross-functional priorities
  • High emotional intelligence with strong interpersonal skills and the ability to connect across roles and departments
  • Excellent written and verbal communication skills, including facilitation, presentation, and storytelling
  • Strong organizational and project management skills with the ability to manage competing priorities in a fast-paced environment
  • Detail-oriented mindset with a strong commitment to accuracy, quality, and continuous improvement
  • Experience evaluating training outcomes and measuring knowledge retention and on-the-job application
  • Proficiency with Microsoft Office Suite, Google Workspace (Gmail, Calendar, Drive), and internal communication tools such as Slack or Teams
  • Comfort working with learning platforms such as Articulate Suite and digital tools like Canva, with the ability to quickly learn new technologies
  • Ability to research, recommend, and implement innovative training approaches and solutions
  • Comfortable working independently while also collaborating effectively with cross-functional teams
  • Adaptable and flexible in response to changing priorities and evolving business needs

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off 
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

Top Skills

Articulate Suite
Canva
Google Workspace
Microsoft Office Suite
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The Company
HQ: Irvine, CA
230 Employees
Year Founded: 2017

What We Do

At TaxRise, we've been on a mission to transform the lives of countless taxpayers. With our expert guidance, we've empowered people to conquer their tax challenges and liberate themselves from the burden of tax liability.

Why Work With Us

At TaxRise, we stand out as a tax resolution company with a difference. What sets us apart is our unwavering commitment to personalized solutions. Unlike the one-size-fits-all approach, we tailor our strategies to unique tax challenges. We're not just resolving tax issues; we're redefining the way you experience tax relief.

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