Aprio PH - Learning and Development Senior Specialist, Tax Training
AprioAbout the role
Aprio’s L&D Senior Specialist, Tax Training is responsible for delivering high-quality training programs that enhance the professional growth and expertise of the firm's tax professionals. This role focuses on facilitating engaging training sessions, both in-person and virtually, that align with the firm’s strategic goals and industry standards. The L&D Senior Specialist, Tax Training collaborates closely with subject matter experts and tax partners to ensure that training content is accurate, relevant, and effectively meets the learning needs of Aprio’s tax team. This team member seamlessly translates complex tax topics into accessible and practical learning experiences and has a strong understanding of tax software. The incumbent is also responsible for assessing the effectiveness of training programs and making continuous improvements to ensure continuous learning and professional excellence.
The L&D Senior Specialist, Tax Training must be naturally curious, innovative, and capable of managing multiple training initiatives simultaneously. This team member has strong interpersonal skills, creatively engages learners, communicates effectively, and can adapt to the evolving development needs of the firm’s tax team. To excel in this role, they must also possess a strong foundation in instructional design methodologies and be able to apply these concepts in a professional services environment.
The L&D Senior Specialist, Tax Training reports directly to the Senior Manager, Learning & Development, and contributes to fostering a culture of continuous learning and professional excellence within Aprio.
Occasional travel and participation in firmwide learning initiatives may be required.
Core L&D Functions:
- Responsibilities related to one's technical skills and routine duties that support the L&D Department.
- Uphold the highest ethical standards when handling and discussing sensitive or confidential team member information.
- Design, deliver, and continuously enhance technical tax training programs for Philippine-based tax professionals supporting U.S. clients, ensuring alignment with Aprio’s standards and learning strategy.
- Monitor, track, and report on the effectiveness and impact of training programs using the Kirkpatrick Model and ROI Institute methodologies, supported by data-driven insights and measurable outcomes.
- Partner with U.S. and Philippine tax leaders, subject matter experts, and Learning & Development colleagues to assess evolving business, process, and skill needs, ensuring all learning solutions remain relevant and aligned with Aprio’s goals.
- Conduct both qualitative and quantitative learning needs analyses to identify skill gaps, measure training effectiveness, and recommend improvement strategies.
- Stay current on U.S. tax developments, industry best practices, and emerging trends in learning and development to ensure training remains practical, engaging, and future-ready.
- Act as an internal learning consultant, assessing needs, recommending solutions, and implementing targeted learning interventions to strengthen team capabilities.
- Recommend and lead innovative learning initiatives—such as new learning technologies, facilitation methods, or communication approaches—to enhance program reach and effectiveness.
- Design, develop, and execute comprehensive learning strategies and curricula that align with Aprio’s business objectives and industry-leading standards.
- Collaborate closely with Tax SMEs and stakeholders to conduct learning needs analyses and co-develop course content that reflects real-world client work scenarios.
- Build and maintain strong partnerships with Tax SMEs, internal trainers and facilitators by clarifying expectations, reviewing materials, and guiding their instructional approach for consistent delivery quality.
- Work closely with the Learning & Development leadership team to ensure tax training initiatives align with compliance requirements, internal standards, and professional development goals.
- Prepare, analyze, and present reports and insights on team member participation, progress, and performance across learning programs.
- Review and update learning materials—including presentations, manuals, e-learning content, and facilitator guides—to ensure technical accur
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