Training and Development Specialist at TaxRise in Irvine, CA

ABOUT THE ROLE

The Training and Development Specialist delivers live, instructor-led training across the organization, with a primary focus on Operations and Processing. As a subject matter expert in policies and procedures, this role enhances employee performance through creative and effective learning strategies. The Specialist plays a key role in driving productivity, client satisfaction, and overall operational efficiency by ensuring employees are well-equipped to succeed.

This position partners closely with department leaders to identify development needs, evaluate training effectiveness, and implement impactful learning solutions. The ideal candidate is a collaborative team player who enjoys sharing best practices, supporting growth, and continuously improving how teams learn and perform.

We’re all about that in-person vibe, so this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive base salary, with opportunities for growth based on performance and experience.

• Salary Range: $70,000 - 90,000 per year
• Opportunity to earn a quarterly bonus based on performance 

WHAT YOU'LL DO

• Deliver engaging, instructor-led training sessions on a regular basis, with a primary focus on supporting new hires during their first 30 days through in-classroom instruction and hands-on guidance to ensure a strong start.
• Collaborate with cross-functional partners to identify learning needs and determine the most effective training delivery approach.
• Evaluate individual and program-level strengths and areas for improvement to identify training opportunities.
• Work closely with Department Managers to provide regular updates on training progress, performance trends, and results.
• Maintain accurate records of training activities, attendance, assessments, test results, and retraining requirements.
• Evaluate training program effectiveness and continuously identify opportunities for improvement to meet departmental and organizational goals.
• Ensure training resources and materials are readily available for in-person instruction and ongoing learning.
• Review procedures, processes, and systems to identify areas for improvement and increased efficiency.
• Assess training effectiveness through knowledge checks, quizzes, scenario-based exercises, and follow-up reviews to ensure real-world application.
• Support new hires by acclimating them to company programs, systems, and best practices.
• Proactively identify opportunities to improve workflows across departments and recommend solutions to management.
• Create, update, and maintain training materials and procedural documentation based on organizational needs.
• Support the evaluation of learning programs by collecting and analyzing engagement metrics, assessment data, and user feedback to drive continuous improvement.

WHAT YOU'LL NEED TO HAVE

• At least 3 years of experience designing and delivering a variety of learning solutions, including in-person, virtual, e-learning, and blended formats
• Ability to manage the full training lifecycle, from needs assessment through evaluation and continuous improvement
• Strong ability to identify learning needs and align training initiatives with business objectives and cross-functional priorities
• High emotional intelligence with strong interpersonal skills and the ability to connect across roles and departments
• Excellent written and verbal communication skills, including facilitation, presentation, and storytelling
• Strong organizational and project management skills with the ability to manage competing priorities in a fast-paced environment
• Detail-oriented mindset with a strong commitment to accuracy, quality, and continuous improvement
• Experience evaluating training outcomes and measuring knowledge retention and on-the-job application
• Proficiency with Microsoft Office Suite, Google Workspace (Gmail, Calendar, Drive), and internal communication tools such as Slack or Teams
• Comfort working with learning platforms such as Articulate Suite and digital tools like Canva, with the ability to quickly learn new technologies
• Ability to research, recommend, and implement innovative training approaches and solutions
• Comfortable working independently while also collaborating effectively with cross-functional teams
• Adaptable and flexible in response to changing priorities and evolving business needs