Senior Training Developer

The Senior Training Developer Expat leads the development and delivery of comprehensive training programs that strengthen advisor expertise in expatriate tax theory, compliance, and tax return preparation.

This role serves as the primary subject-matter expert on international tax matters, providing technical guidance, research support, and practical solutions to advisors, leadership, and business partners.

The associate is responsible for researching and interpreting complex U.S. and international tax laws, translating findings into actionable training materials, job aids, and process improvements.

They oversee ongoing tax research initiatives, monitor emerging changes in tax law, and ensure timely communication of critical updates across the organization.

In partnership with Tax Managers, Advisors, Operations, and offshore teams, the role drives technical development, quality, consistency, and operational excellence throughout the Expat Tax business.

Additionally, the position serves as the current tax platform SME (GoSystem Tax RS), providing advanced support, best practices, and training to enhance efficiency and accuracy in tax preparation and review processes.

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• At least two years’ experience in course design and development of training programs and/or two years in tax return preparation, adult education or related field(s)
• Demonstrated knowledge of adult learning theory and learning styles
• Enrolled Agent, Certified Public Accountant or Attorney status (credentials regulated under Circular 230)
• 5 years minimum related work experience
• Solid knowledge of tax code and regulations
• Experience with tax theory, concepts, principles, and techniques
• Strong analytical skills, communication skills, and effective facilitation, and presentation skills
• Ability to handle multiple tasks and projects simultaneously, establish priorities, organize and plan work
• Experience with Expat team tax preparation software
• Experience with BlockWorks, or other tax preparation software to prepare and e-file tax returns
• Experience in tax return preparation
• Instructional Design certification