Corporate Trainer Job at Milestone Tax Solutions, Phoenix, AZ

V1FhZkJJakxHTmRFOUlKT000czJtN0RBOUE9PQ==
  • Milestone Tax Solutions
  • Phoenix, AZ

Job 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!

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.

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

Job Tags

Similar Jobs

Engage Partners Inc.

Infection Control Manager (RN) Job at Engage Partners Inc.

 ...preferred or must be obtained within 1218 months of hire. Strong knowledge of infection prevention principles, microbiology, epidemiology, and regulatory compliance. Excellent analytical, communication, and organizational skills. Proficient in using electronic... 

shortstravel.com

Applications Developer (ColdFusion) - Remote Job at shortstravel.com

 ...Position Summary: Come join a small, dynamic team of developers building important applications that help power...  ...to learn and support existing ColdFusion-based web applications used by staff and clients, but will also in time be involved in learning other application... 

Saint Mary's Regional Medical Center

Social Worker II - Social Work Services Job at Saint Mary's Regional Medical Center

 ...significant others to cope with a multiplicity of social and emotional problems; information and referral; referrals for financial assistance and supportive services to patients and...  ...in Social Work. 2. Licensed Social Worker (LSW) in the State of Nevada required. 3... 

Sushi Avenue

Food Safety Manager Job at Sushi Avenue

Type of products produced ~ Primarily focused on production of takeout sushi found in grocery stores through on-site kiosks or delivery. Also serves bowls, side items, and hot food. Job Description: Make sure food is prepared as per the Food Operating Manual...

Levrack

Sales & Operations Planner Job at Levrack

 ...Were looking for a detail oriented person to fill the role of Sales and Operations Planner. We work with customers all over the country...  ...pipeline with new customers. We work across multiple different industries, from healthcare to industrial/commercial to athletics, so...