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About the Role

The Senior Manager, Tax Learning and Instructional Design provides crucial support to our Tax practice by leading technical learning initiatives, instructional design strategy, and compliance monitoring. This role partners cross-functionally with various internal teams and international resources.

Responsibilities

• Serve as the strategic learning partner to Tax leadership, Talent Deployment, People & Culture Business Partners, Innovation, international teams, and key SMEs.
• Lead the Tax learning strategy, roadmap, and annual curriculum planning process.
• Lead the annual Tax service line training program.
• Oversee the design, development, implementation, and evaluation of scalable Tax learning solutions.
• Guide the team in conducting learning needs analyses, job/task analyses, and stakeholder discovery.
• Provide leadership and day-to-day direction to roles supporting Tax learning.
• Ensure effective execution of Tax onboarding and role-, level-, pod-, and system-specific learning pathways.
• Oversee Tax learning operations, compliance, and reporting.
• Manage the Tax training budget in partnership with the Director, Learning & Development.
• Lead the vendor and build-versus-buy strategy for Tax learning.
• Guide the coordination of SME reviewers, instructors, and client-facing contributors.
• Champion continuous improvement in Tax learning.
• Establish and oversee methods to measure Tax training program effectiveness.
• Ensure Tax learning solutions are scalable, sustainable, and accessible across offices, remote teams, and international resources.

Requirements

• Bachelor’s degree.
• 4+ years of progressive learning experience, particularly in instructional design.
• Familiarity with CPE and regulatory compliance requirements.
• Ability to manage multiple priorities and stakeholders in a fast-paced environment.
• Strong communication and relationship-building skills.
• Demonstrated leadership skills, including coaching and developing team members.
• Strong organizational, time management, and problem-solving abilities.
• Positive, team-oriented mindset with a willingness to learn and take initiative.
• Experience designing and implementing technical/regulatory training curricula (e.g., annual tax training).
• Experience working in a professional services firm strongly preferred (accounting, legal, consulting, etc.).
• CPA license or progress toward CPA preferred.
• Familiarity with software for tax professionals (i.e. SurePrep, CCH Axcess, CCH System fx Engagement).
• Knowledge of corporate and partnership taxation (experience with S-corps, individuals, and tax credits a plus).
• Experience with tax research, compliance, and client advisory across a variety of engagements.
• Experience collaborating with international teams, including resources in India.

Skills

• Instructional design
• Learning strategy
• Curriculum planning
• Learning needs analysis
• Job/task analysis
• Stakeholder management
• Team leadership
• Coaching
• Budget management
• Vendor management
• Continuous improvement
• Learning analytics
• Communication
• Relationship-building
• Organizational skills
• Time management
• Problem-solving
• CPE compliance
• Regulatory compliance
• Tax software familiarity
• Corporate and partnership taxation
• Tax research
• Tax compliance
• Client advisory

Location

• Any office location

Work Type

• Hybrid (3 days in-office per week)

Experience Level

• Senior Manager
• 4+ years of progressive learning experience

Education Level

• Bachelor's degree
• CPA license or progress toward CPA preferred

Salary/Compensations

• $120,000 - $145,000

Benefits

• Time off outside of standard PTO to give back to the community
• Annual discretionary merit increases and bonuses
• Talent development resources

About the Company

• At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people.
• We honor our foundational principle of “great people first” by championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people.
• Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Equal Opportunity

• We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.