Learning & Development Manager

Position Overview

This role is focused on managing the design, development, delivery, measurement and reinforcement of tax technical learning and development initiatives for client-facing professionals at CBIZ Inc.. You will collaborate with various tax service line stakeholders to create a comprehensive curriculum that supports not only skill building but also ensures programs qualify for Continuing Professional Education (CPE) credit where applicable. As part of a leading professional services advisor, you will contribute to an environment where innovation and growth are paramount.

Key Responsibilities

• Manage the design, development, delivery, measurement and reinforcement of learning and development actions focused on building tax technical knowledge and skills in client-facing professionals.
• Evaluate the impact and effectiveness of existing tax technical learning programs and enhance content and delivery methods as needed.
• Partner with tax service line stakeholders to develop and deploy a comprehensive tax technical learning and development curriculum across all levels.
• Engage stakeholders in needs assessment activities and serve as a point of coordination for measuring program impact.
• Evaluate third-party content for incorporation into tax technical learning programs.
• Ensure that all national and local tax technical learning programs qualify for Continuing Professional Education (CPE) credit where appropriate.
• Provide ongoing support to tax learning and development program facilitators.
• Perform similar duties for additional service lines and industry concentrations as defined.

Required Qualifications

• Bachelor's degree with 2 years of increasingly responsible HR management experience preferred, or a high school diploma/GED with 5 years of experience in a strong HR generalist role.
• Demonstrated ability to communicate effectively at all organizational levels, both verbally and in writing.
• Proven skills in negotiation and conflict resolution.
• Proficient use of applicable technology and strong organizational skills with the ability to multitask and prioritize.
• Meticulous attention to detail and the ability to meet strict deadlines.
• Willingness and ability to travel based on client and business needs.

Preferred Qualifications

• Minimum of 5-7 years of experience in learning and development within the professional services industry or in tax compliance and consulting with training responsibilities.
• Proven success in needs assessment, instructional design, curriculum development, group facilitation, program evaluation, and presentation skills.
• Experience developing learning content for classroom, virtual live, and self-study delivery methods.
• Ability to manage multiple projects of varying size and complexity simultaneously.
• Strong stakeholder management skills and capability to work independently in a deadline-driven environment.
• Adaptability to different priorities and environments while interacting successfully with professionals at all levels.

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions. Our commitment to recognizing and supporting our team members' contributions ensures that we are an employer of choice and a top provider of accounting services in the United States.