Training and Development Specialist

Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced financial services professionals to join our team and help us redefine what the tax resolution industry can be.

At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact.

Job Summary

The Training and Development Specialist is responsible for creating and delivering engaging learning programs that help employees grow and succeed. The Training and Development Specialist will partner with leaders to identify training needs, develop materials, and facilitate workshops that drive performance. If you’re passionate about professional development and making a real impact, this role is for you.

Duties and Responsibilities

• Design and deliver impactful training materials – from manuals and presentations to e-learning modules, SOPs and job aids – that empower teams to succeed
• Support implementation of talent development initiatives and training programs that align with company goals, culture, and core competencies
• Develop relationships with leadership and subject matter experts to assess training needs, recommend appropriate learning solutions and partner on development training programs
• Confer with management and staff to identify specific skill/knowledge gaps and training objectives
• Develop and demonstrate proficiency in rapport-building, sales techniques, and software tools relevant to the Tax Resolution Industry
• Work closely with department leaders to drive alignment and success
• Conduct refresher courses, compliance trainings, and soft skills workshops (communication, negotiation, customer service)
• Other duties as assigned

Education and Experience

• Bachelor's degree in Education, Business, Human Resources (related fields) or equivalent education required
• Experience training inside sales teams (required)
• 2 years of relevant work experience
• Familiarity with CRM Systems (Salesforce)
• Instructional design certification or training credentials (preferred)
• Familiarity with IRS Process and Tax Resolution Programs (preferred)

Compensation and Benefits

• $70,000 - $75,000 annually
• Receive yearly performance–based bonuses
• Comprehensive health, dental, and vision insurance include
• Paid time off

Skills and Abilities

• Strong coaching and mentoring skills
• Excellent communication and relationship-building
• Knowledge of career assessments and job search strategies
• Skilled in workshops, presentations and training delivery
• Tech-savvy with career platforms and Microsoft Office
• Organized, detail-oriented, and able to multitask
• Problem solver with critical-thinking abilities
• Empathetic, professional, and culturally aware

Job Type: Full-time

Pay: $70,000.00 - $75,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Work Location: In person