Senior Product Strategy Learning Consultant - Tax Transformation

About This Role

The Senior Product Strategy Learning Consultant will define and evolve Tax Transformation enablement strategies for priority tax technology products and process changes, ensuring alignment with transformation outcomes. This role involves planning and managing the end-to-end lifecycle for enablement content and coordinating learning workstreams within the Tax Transformation Office.

Responsibilities

• Define and evolve Tax Transformation enablement strategies 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 and adjust approaches based on measured performance.
• Plan and manage the end-to-end lifecycle for enablement content, aligned to product releases and deployment milestones.
• Support content governance and partner to maximize findability and usability of enablement content.
• Coordinate the learning workstream, consolidating weekly status, monitoring milestones, and maintaining project plans.
• Perform continuous improvement activities, including quality spot checks and assessing learning effectiveness.
• Strengthen the operational layer of the Tax Transformation network, highlighting priority features and providing support to accelerate day-to-day proficiency.

Requirements

• Ability to perform responsibilities in a hybrid work environment that requires co-location 2-3 days per week.
• 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.
• 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, PgMP, 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. 1+ year coordinating multi-workstream programs and maintaining plans in Smartsheet or a similar project planning tool.

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