TDM Business Partner Senior Associate 1 ( TAX)

Talent Development & Management strives to advance a culture of continuous, self -directed development where high quality, relevant learning opportunities are available where you need it and when you need it. We develop core competencies in our people that are essential to being a First-

Choice Advisor. Our capability teams are key strategic partners with the business areas they support.

The TDM Business Partner Senior Associate (senior associate) will support the identification and development of learning and performance-related business initiatives. This includes working closely with the TDM Managers, key stakeholders and subject matter experts in analyzing, designing, developing, implementing, facilitating and evaluating the business talent development plan. Primary responsibilities include conducting needs assessments, designing learning curriculums, facilitating courses, and working with subject matter experts to develop content - all of which include education, experiences, exposure and environment.

The senior associate will also work on special projects related to a line of business learning strategy as well as enterprise initiatives that support the firm, talent, and TDM strategies.

This position will work closely with the broader TDM team to ensure one firm needs are addressed (consistency across TDM teams, as appropriate), as well as leveraging instructional design and technological solutions. Coordination with various departments and other resources within the organization is required.

Essential Duties:

• Gathers data and conducts initial analysis on data to offer insights or recommendations on solution effectiveness or other decisions. Provides critical leverage in advising, developing, planning, executing, facilitating and evaluating the practice and program curriculum to support the Firm, business partner, talent, and learning strategies.

Responsibilities include but are not limited to:

• Serving as a learning advisor to leaders, subject matter experts, curriculum owners, and developers to uncover and define learning needs and design appropriate learning and development solutions that address the needs of the business
• Leading project teams and providing administrative support for workstreams
• Working closely with key stakeholders to support the overall success of the learning and development plans
• Facilitating sessions for professional or core skill courses for all levels, in small or large group settings
• Observing training, reviewing facilitator and program evaluations. Summarizing, providing feedback and offering creative solutions for enhancements, as appropriate.
• Responsible for creating and executing a project plan including the development of timelines in sufficient detail to meet established deadlines, course goals, and NASBA requirements. Resolves and/or escalates issues in a timely fashion.
• Works closely and collaborates with other TDM senior associates on topics common to all Business Partners and/or TDM as a whole. The TDM senior associate team identifies issues and opportunities for common understanding, recommends and implements best practices, works on TDM projects either as self-identified or assigned by the TDM Leadership team and creates a sense of unity and teamwork within the TDM team as a whole.
• Other duties as assigned.

Minimum Qualifications:

EDUCATION/CERTIFICATIONS

Required:

• Bachelor's degree or equivalent experience

Preferred:

• Degree in education, instructional design, human resource development, or related area; master's degree

TECHNICAL/SOFT SKILLS

Required:

• Proficiency with PowerPoint, Word, Excel and SharePoint
• Basic knowledge of instructional design principles

Strong skills in these areas:

• Facilitation/presentation skills
• Interpersonal and communication (verbal and written)
• Problem solving
• Organizational and time management
• Project management
• Ability to respond and be adaptable to changing priorities
• Growth mindset

Preferred:

• Proficiency with SmartSheet or similar tools
• Experience using Generative AI to accelerate learning development
• Content knowledge in or experience working with experts in assurance, tax or consulting
• Intermediate knowledge of instructional design principles
• Evaluation design and assessment skills

EXPERIENCE

Required:

• 4+ years relevant experience
• Practical knowledge of learning implementation and employee development
• Managing projects and stakeholders
• Client service and issue resolution
• Compiling and reviewing data to recommend business decisions

Preferred:

• Experience in instructional design
• Experience in professional services industry

LEADERSHIP SKILLS

Required:

• Ability to work with individuals from multiple levels within the organization.
• Ability to manage multiple projects, plan project timelines, and lead projects to completion
• Ability to provide and receive feedback