Senior Product Strategy Learning Consultant - Tax Transformation

About This Role

As a Senior, Product Strategy Learning Analyst, you will define and evolve the Tax Transformation enablement strategy for priority tax technology products and process changes. This role involves translating complex tax and technology changes into role-based enablement assets, ensuring alignment with transformation outcomes, and managing the end-to-end lifecycle for enablement content.

Responsibilities

• Define and evolve the Tax Transformation enablement strategy for priority tax technology products and process changes, grounded in understanding of tax workflows and user personas.
• Translate complex tax and technology changes into role-based, task-based enablement assets at scale across virtual, in-person, and digital modalities.
• Ensure enablement plans align to transformation outcomes (e.g., adoption, utilization, compliance with new standard work, cycle-time reduction) and adjust the approach based on measured performance.
• Plan and manage the end-to-end lifecycle for enablement content (intake, scope, schedule, resources, reviews, approvals, and launch readiness) aligned to product releases and deployment milestones.
• Coordinate the learning workstream, consolidating weekly status, monitoring milestones, surfacing issues/risks/decisions for leadership, maintaining project plans, and coordinating team meetings.
• Perform continuous improvement activities, conducting spot checks for quality and consistency, and assessing learning effectiveness.

Requirements

• Bachelor's degree in Business, Information Technology, Human Resources Management, Industrial-Organizational Psychology, Organizational Leadership, Instructional Design/Instructional Technology, or other relevant discipline.
• 3+ years translating process/technology changes into role-based enablement plans and assets aligned to defined adoption/utilization outcomes.
• Proficiency creating learning content using Microsoft PowerPoint and Word.
• Proficiency maintaining project trackers and reports using Excel and SharePoint.
• Experience coordinating multi-workstream programs and maintaining plans in Smartsheet or a similar project planning tool for at least 12 months.
• Ability to travel 20%, on average.
• One of the following active accreditations obtained, in process, or willing and able to obtain: Licensed CPA, Licensed Attorney, Enrolled Agent, Program Management Professional (PgMP), Project Management Professional (PMP), Lean Six Sigma (Green, Black, or Master Black Belt).

Qualifications

• Bachelor's degree in Business, Information Technology, Human Resources Management, Industrial-Organizational Psychology, Organizational Leadership, Instructional Design/Instructional Technology, or other relevant discipline.
• 3+ years translating process/technology changes into role-based enablement plans and assets aligned to defined adoption/utilization outcomes.

Nice to Have

• Experience working within or alongside tax or finance functions in a professional services firm for at least 1 year.
• Experience supporting large-scale transformation initiatives involving technology adoption or process improvement for at least 1 full release cycle.
• Experience with stakeholder measurement and adoption analytics (e.g., usage metrics, satisfaction surveys) using defined KPIs.
• Proficiency with project management and collaboration tools such as Smartsheet or Microsoft Project for at least 1 year.
• Experience creating or maintaining digital learning in Articulate Rise and/or Storyline for at least 6 months.

Skills

* Required skills

Certifications