Senior Manager of Tax AI Learning, Enablement & Adoption

Job Summary:

The Senior Manager of Tax AI Learning, Enablement & Adoption is responsible for owning and delivering AI learning and enablement for the Tax practice. This role translates firm level AI strategy into structured curricula, role based learning paths, and practical training experiences that build sustained capability across tax professionals. The focus is on developing skills, confidence, and sound professional judgment in AI supported tax work rather than defining AI strategy or building tools.

Positioned at the intersection of Tax, People Operations, and learning enablement, this leader partners closely with Tax leadership, training teams, and technology stakeholders to embed AI learning into existing onboarding, technical training, and professional development programs. The role ensures AI enablement is scalable, consistent, and aligned to Total Tax Focus principles across compliance, planning, and advisory services.

The Senior Manager owns and delivers comprehensive AI learning roadmaps, defines proficiency expectations, and governs AI learning content to ensure accuracy, consistency, and policy alignment. Through structured instruction, practical job aids, and integrated learning models, this role equips tax professionals at all levels to apply AI responsibly, defensibly, and effectively in client service.

Job Duties:

• Owns the design, development, and execution of AI learning and enablement for the Tax practice, translating firmlevel AI strategy into structured, scalable learning programs
• Serves as the primary leader responsible for equipping tax professionals with the skills, confidence, and judgment required to apply AI responsibly in tax research, planning, compliance, and advisory work
• Focuses on sustained skill development and proficiency rather than onetime training events or tool rollouts

• Designs comprehensive AI learning roadmaps for the Tax practice, including foundational, rolebased, and advanced learning paths aligned to job roles, experience levels, and service lines
• Develops structured curricula, course materials, and learning assets that clearly articulate how AI is applied in real tax scenarios
• Defines and implement effective learning delivery models, including instructorled training, facilitated workshops, peer learning, selfguided content, and inworkflow learning
• Creates practical job aids, playbooks, prompts, and workflow examples that reinforce learning at the point of work
• Ensures learning experiences emphasize sound professional judgment, appropriate review of AI outputs, and defensible application in client delivery

• Defines AI proficiency expectations for tax professionals in partnership with People Operations and Tax leadership
• Establishes methods to assess learning effectiveness and skill adoption, including proficiency benchmarks, feedback mechanisms, and continuous improvement loops
• Owns governance of AI learning content, ensuring materials remain accurate, current, policyaligned, and consistent across the Tax practice
• Regularly refresh curricula and learning assets as AI capabilities, tools, and regulatory considerations evolve

• Partners with Tax training leaders, People Operations, and practice leadership to embed AI learning into existing onboarding, technical training, and professional development programs
• Ensures AI enablement aligns with Total Tax Focus principles and supports integrated, clientcentric service delivery
• Collaborates with Tax Digital Transformation & Innovation and Technology teams to ensure learning content reflects real workflows and approved AI capabilities, without owning tool or strategy design

• Equips Tax leaders, managers, and facilitators with guidance and tools to reinforce AI learning, model effective usage, and support teams through adoption
• Helps leaders reframe success in AIenabled work toward insights generated, problems solved, and value delivered rather than activity volume
• Identifies learningrelated adoption barriers and design targeted enablement interventions to build confidence and consistency across the practice

• Partners with Tax Quality, Risk Management, Legal, and IT stakeholders to apply and reinforce firmdefined guardrails, review protocols, and accountability models for AIenabled tax work
• Monitors evolving AI capabilities and regulatory considerations to inform learning updates and enablement materials

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree, required

Experience:

• Experience leading learning enablement, curriculum development, or largescale training initiatives for professional or technical audiences, strongly preferred
• Experience related to AI, digital, or technologyenabled work, strongly preferred
• Demonstrated experience leading learning enablement, digital transformation, or AI adoption initiatives that drive sustained capability and behavior change, preferred
• Experience designing and delivering professional learning programs, including curriculum development, instructional design, facilitation, or enablement for technical or professional audiences, preferred

License(s)/Certification(s):

• N/A

Software:

• Proficient in Microsoft Office suite, including Word, Excel, PowerPoint, and outlook, required
• Proficient in Microsoft Copilot, ChatGPT, and other enterprise LLMs, preferred
• Prior experience in Power BI, Tableau, and Power Automate, preferred
• Prior experience in financial systems, including but not limited to Oracle, preferred
• Prior experience with Thomson Reuters, Bloomberg Tax AI Assistant, Blue J, CCH AnswerConnect, TaxGPT and/or CPA Pilot, as applicable, preferred

Language(s):

• N/A

Other Knowledge, Skills & Abilities:

• Proven ability to translate complex concepts into structured learning experiences and practical guidance for end users
• Strong collaboration skills across professionals, technology teams, and leadership stakeholders
• Ability to design and scale learning programs across large, complex professional organizations
• Elite organizational skills with the ability to work effectively both independently and in team environments
• Peoplefocused mindset with the ability to communicate effectively across diverse audiences
• Proactive, forwardlooking approach to anticipating challenges and enabling solutions
• Ability to lead through influence and partnership
• Passion for the vision and mission of the consolidated Tax practice

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $140,000 - $180,000 Maryland Range: $140,000 - $180,000
NYC/Long Island/Westchester Range: $140,000 - $180,000