Senior Manager of Tax AI Learning, Enablement & Adoption

Overview

The Senior Manager of Tax AI Learning, Enablement & Adoption is responsible for developing and delivering AI learning and enablement programs within the Tax practice. This role focuses on translating organizational AI strategy into structured curricula, role-based learning paths, and practical training experiences that build sustained AI capability among tax professionals. The position emphasizes skill development, confidence, and sound professional judgment in AI-supported tax work rather than AI strategy or tool development.

This role operates at the intersection of Tax, People Operations, and learning enablement, collaborating closely with Tax leadership, training teams, and technology stakeholders to integrate AI learning into onboarding, technical training, and professional development programs. The goal is to ensure scalable, consistent AI enablement aligned with Total Tax Focus principles across compliance, planning, and advisory services.

Responsibilities

• Lead the design, development, and execution of AI learning and enablement programs for the Tax practice, translating firm-level AI strategy into scalable learning initiatives.
• Equip tax professionals with the skills, confidence, and judgment to apply AI responsibly in tax research, planning, compliance, and advisory work.
• Develop comprehensive AI learning roadmaps, including foundational, role-based, and advanced learning paths aligned with job roles, experience levels, and service lines.
• Create structured curricula, course materials, and learning assets demonstrating AI application in real tax scenarios.
• Implement diverse learning delivery models such as instructor-led training, workshops, peer learning, self-guided content, and in-workflow learning.
• Produce practical job aids, playbooks, prompts, and workflow examples to reinforce learning at the point of work.
• Emphasize sound professional judgment, appropriate review of AI outputs, and defensible application in client service.
• Define AI proficiency expectations in partnership with People Operations and Tax leadership.
• Establish methods to assess learning effectiveness and skill adoption, including proficiency benchmarks and feedback mechanisms.
• Govern AI learning content to ensure accuracy, currency, policy alignment, and consistency.
• Regularly update curricula and learning assets to reflect evolving AI capabilities, tools, and regulatory considerations.
• Collaborate with Tax training leaders, People Operations, and practice leadership to embed AI learning into existing programs.
• Align AI enablement with Total Tax Focus principles and client-centric service delivery.
• Work with Digital Transformation, Innovation, and Technology teams to ensure learning content reflects real workflows and approved AI capabilities.
• Support Tax leaders and managers with guidance and tools to reinforce AI learning and adoption.
• Identify adoption barriers and design targeted enablement interventions to build confidence and consistency.
• Partner with Quality, Risk Management, Legal, and IT stakeholders to apply firm-defined guardrails, review protocols, and accountability models for AI-enabled tax work.
• Monitor AI capabilities and regulatory developments to inform learning updates.

Requirements

• Bachelor’s degree required.
• Experience leading learning enablement, curriculum development, or large-scale training initiatives for professional or technical audiences is strongly preferred.
• Experience related to AI, digital, or technology-enabled work is strongly preferred.
• Demonstrated experience leading learning enablement, digital transformation, or AI adoption initiatives that drive sustained capability and behavior change is preferred.
• Experience designing and delivering professional learning programs, including curriculum development, instructional design, facilitation, or enablement for technical or professional audiences is preferred.
• Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) is required.
• Preferred experience with Microsoft Copilot, ChatGPT, and other enterprise large language models (LLMs).
• Preferred experience with Power BI, Tableau, Power Automate.
• Preferred experience with financial systems such as Oracle.
• Preferred experience with tax-related AI tools such as Thomson Reuters, Bloomberg Tax AI Assistant, Blue J, CCH AnswerConnect, TaxGPT, or CPA Pilot.
• Strong ability to translate complex concepts into structured learning experiences and practical guidance.
• Excellent collaboration skills across professionals, technology teams, and leadership.
• Ability to design and scale learning programs across large, complex professional organizations.
• Strong organizational skills and ability to work independently and in teams.
• Effective communication skills across diverse audiences.
• Proactive and forward-looking approach to anticipating challenges and enabling solutions.
• Ability to lead through influence and partnership.

Compensation & Benefits

• National salary range: $140,000 - $180,000
• Maryland salary range: $140,000 - $180,000
• NYC/Long Island/Westchester salary range: $140,000 - $180,000

Individual salaries are determined based on qualifications, experience, skills, and geography.

Location

Positions are available in Maryland and the NYC/Long Island/Westchester area.