Job Description

Milestone Tax Solutions is a fast-growing startup providing IRS tax resolution services for its clients. Were dedicated to helping individuals get a new start by resolving their tax challenges efficiently and empathetically. Our approach combines technology, creativity, and personalized service to guide clients back to financial stability.

Were building a team of driven professionals who thrive in a dynamic, entrepreneurial environment. If youre an experienced Trainer who is passionate about problem-solving, eager to make an impact, and ready to shape the future of tax resolution, wed love to hear from you!

The Corporate Trainer will be responsible for developing and delivering training programs that enhance the knowledge, skills, and performance of employees across all departments of our tax resolution firm. This role is critical to onboarding new hires, upskilling staff, and ensuring regulatory compliance in client interactions with the IRS and state agencies.

Responsibilities:

• Training and onboarding inside sales representatives with financial services backgrounds
• Design, develop, and deliver engaging training programs related to: Tax resolution services (Offer in Compromise, Installment Agreements, Currently Not Collectible, etc.)
• IRS procedures, forms, and communication protocols (2848, 8821, CAF, transcript retrieval, etc.)
• Client onboarding, case management systems, and CRM usage
• Regulatory and compliance standards in tax representation
• Facilitate onboarding training for new employees and provide ongoing education for existing staff
• Create and maintain training materials including manuals, presentations, e-learning modules, SOPs, and job aids
• Collaborate with department heads (Sales, Case Management, Compliance, Legal) to identify training needs and performance gaps
• Evaluate training effectiveness through assessments, feedback, and performance metrics
• Maintain knowledge of industry trends, tax laws, and IRS updates relevant to tax resolution services
• Conduct refresher courses, compliance trainings, and soft skills workshops (communication, negotiation, customer service)
• Monitor certification and licensing deadlines for Enrolled Agents or other staff, coordinating CE and licensing-related training as needed

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