Corporate Trainer Job at Milestone Tax Solutions, Phoenix, AZ

MGZ2czYyYm4rQTY3TGVjQjhKTmJtT011aFE9PQ==
  • Milestone Tax Solutions
  • Phoenix, AZ

Job Description

Job Description

Job Description

Description:

Milestone Tax Solutions is a fast-growing startup providing IRS tax resolution services for its clients. We’re dedicated to helping individuals get a new start by resolving their tax challenges efficiently and empathetically. Our approach combines technology, creativity, and personalized service to guide clients back to financial stability.

We’re building a team of driven professionals who thrive in a dynamic, entrepreneurial environment. If you’re an experienced Trainer who is passionate about problem-solving, eager to make an impact, and ready to shape the future of tax resolution, we’d love to hear from you!

Job Summary:

The Corporate Trainer will be responsible for developing and delivering training programs that enhance the knowledge, skills, and performance of employees across all departments of our tax resolution firm. This role is critical to onboarding new hires, upskilling staff, and ensuring regulatory compliance in client interactions with the IRS and state agencies.

Supervisory Responsibilities:

  • Training and onboarding inside sales representatives with financial services backgrounds
  • Design, develop, and deliver engaging training programs related to: Tax resolution services (Offer in Compromise, Installment Agreements, Currently Not Collectible, etc.)
  • IRS procedures, forms, and communication protocols (2848, 8821, CAF, transcript retrieval, etc.)
  • Client onboarding, case management systems, and CRM usage
  • Regulatory and compliance standards in tax representation
  • Facilitate onboarding training for new employees and provide ongoing education for existing staff
  • Create and maintain training materials including manuals, presentations, e-learning modules, SOPs, and job aids
  • Collaborate with department heads (Sales, Case Management, Compliance, Legal) to identify training needs and performance gaps
  • Evaluate training effectiveness through assessments, feedback, and performance metrics
  • Maintain knowledge of industry trends, tax laws, and IRS updates relevant to tax resolution services
  • Conduct refresher courses, compliance trainings, and soft skills workshops (communication, negotiation, customer service)
  • Monitor certification and licensing deadlines for Enrolled Agents or other staff, coordinating CE and licensing-related training as needed
Requirements:

Required Skills/Abilities:

  • Proven experience as a Corporate Trainer, preferably in a financial services sales or tax resolution environment
  • Strong knowledge of IRS processes and tax resolution programs (preferred)
  • Experience designing curriculum and delivering training in both live and virtual environments
  • Excellent communication, presentation, and interpersonal skills
  • Proficiency in training tools, e-learning software, and MS Office Suite
  • Bachelor’s degree in Education, Business, Human Resources, or related field (or equivalent experience)

Preferred Qualifications:

  • Prior experience working in a tax resolution company
  • Understanding of Enrolled Agent, CPA, or tax law principles
  • Familiarity with CRM systems (e.g., IRSLogics, Salesforce, Tax Help Software, or Canopy)
  • Instructional design certification or training credentials (ATD, CPTD, etc.)

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.

Milestone Tax Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other protected characteristic as outlined by federal, state, or local laws.

Job Tags

Local area,

Similar Jobs

Bilfinger

ISP Offshore Job at Bilfinger

 ...ISP Offshore Location: Broussard, Louisiana Bilfinger is a leading international industrial services provider, active primarily in Continental Europe, Northwest Europe, North America, and the Middle East. With over 4,500 skilled employees in North America, Bilfinger... 

Fidelity Investments Inc.

Director, Lifetime Financial Help Strategy (Smithfield) Job at Fidelity Investments Inc.

 ...for delivering strong and actionable results, while being passionate about bringing value to our plan sponsors, participants, and Fidelity. As a member of the Lifetime Financial help Look Ahead Team, you will collaborate with your team and business partners across the... 

Enhabit Home Health & Hospice

Talent Acquisition Specialist Job at Enhabit Home Health & Hospice

 ...Talent Acquisition Specialist The talent acquisition specialist sources top talent, finds passive candidates, and builds relationships with...  ...word and excel. Other than for designated full-time remote positions, in-office attendance is essential in order to achieve... 

Lone Star College

Part-Time Specialist IV, Video Production (Tomball) Job at Lone Star College

 ...Tomball, TX 77375. Job Description PURPOSE AND SCOPE: Provides faculty and staff with high quality educational videos, which may include the production of faculty, staff, student, and guest speaker video presentations. General activities include but are not limited... 

TAL Healthcare

Associate Director Payer Reimbursement Job at TAL Healthcare

 ...Job Description Job Description ASSOCIATE DIRECTOR PAYER REIMBURSEMENT The Associate Director, Payer Reimbursement (AD) is responsible for planning, directing, coordinating, and controlling the operation and activities involved with Payer Reimbursement for hospital...