Job Details

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at www.onesourcevirtual.com.

Position Summary/Objective

The Tax Training Specialist will be responsible for developing comprehensive training materials and delivering high-quality training programs to customers on OneSource Virtual's tax compliance platform. This role requires a skilled professional with expertise in instructional design, adult learning principles, and payroll tax knowledge to create engaging, effective training content and experiences. The specialist will work closely with the Tax Compliance team, Product Development, and Customer Success teams to ensure training materials accurately reflect platform capabilities and customer needs while maintaining the highest standards of educational excellence.

Essential Functions/Duties/Responsibilities

• Design and develop comprehensive training materials including user guides, training manuals, interactive tutorials, video content, and assessment tools for the tax compliance platform.
• Create multi-modal learning experiences incorporating visual, auditory, and hands-on learning approaches to accommodate diverse learning styles and preferences.
• Deliver engaging training sessions to customers through various formats including webinars, in-person workshops, virtual classroom sessions, and one-on-one training consultations.
• Collaborate with Tax Compliance Analysts to ensure training content accurately reflects current regulations, platform functionality, and compliance best practices.
• Utilize AI tools and platforms to enhance training material development, create personalized learning paths, and automate content updates based on regulatory changes.
• Assess learning effectiveness through evaluation methods, feedback collection, and performance metrics to continuously improve training programs and materials.
• Maintain current knowledge of tax compliance regulations, platform updates, and industry best practices to ensure training content remains accurate and relevant.
• Develop specialized training modules for different customer segments, including new implementations, advanced users, and specific industry verticals.
• Create and maintain a comprehensive training curriculum that progresses from basic platform orientation to advanced compliance management techniques.
• Partner with Customer Success teams to identify training needs, address customer challenges, and ensure training programs support customer satisfaction and platform adoption.
• Manage training schedules, coordinate customer participation, and track completion rates and certification achievements.
• Develop certification programs and competency assessments to validate customer proficiency and create clear achievement pathways.
• Create troubleshooting guides and FAQ resources to support customer self-service and reduce support ticket volume.
• Analyze training metrics and customer feedback to identify improvement opportunities and optimize training delivery methods and content effectiveness.
• Support product development teams by providing customer training perspectives on new features, user experience improvements, and platform enhancements.

Competencies

• Expert instructional design and curriculum development skills with deep understanding of adult learning principles, engagement techniques, and assessment methodologies.
• Excellent presentation and facilitation abilities with confidence delivering training to diverse audiences ranging from technical users to business executives.
• Strong technical writing and documentation skills with ability to translate complex tax concepts and platform functionality into clear, actionable training materials.
• Proficiency with training development software including authoring tools, learning management systems, video production platforms, and e-learning technologies.
• Knowledge of payroll tax principles and compliance requirements sufficient to understand platform functionality and create accurate training content.
• AI tool proficiency for content creation, personalization, and training optimization including Large Language Models and specialized educational technologies.
• Strong project management skills with ability to manage multiple training projects simultaneously while maintaining quality and meeting deadlines.
• Customer-focused mindset with ability to understand diverse learning needs and adapt training approaches accordingly.
• Analytical skills to evaluate training effectiveness, interpret feedback data, and implement continuous improvements.
• Collaborative approach with ability to work effectively with cross-functional teams including compliance, product, and customer success professionals.

Supervisory Responsibility

This role does not have direct supervisory responsibilities but may coordinate with contractors, subject matter experts, and external training vendors as needed for content development and delivery.

Qualifications and Experience

• Bachelor's degree in Education, Instructional Design, Communications, Business, or related field.
• 5+ years of experience in training development and delivery, preferably in software, technology, or financial services environments.
• 3+ years of instructional design experience with demonstrated ability to create engaging, effective training materials and curricula.
• Experience with adult learning principles, training evaluation methodologies, and competency-based education approaches.
• Proficiency with Microsoft Office Suite, especially PowerPoint, Word, and Excel for content development and data analysis.
• Experience with AI tools for content creation including Large Language Models (ChatGPT, Claude, Gemini) and AI-powered training platforms.
• Strong presentation skills with experience delivering training to professional audiences through various modalities including virtual and in-person formats.
• Expertise of payroll processes and tax compliance concepts sufficient to develop accurate training content.

Preferred Skills

• Master's degree in Education, Instructional Design, or related field, or professional training certifications (CPTD, CPLP).
• Experience with learning management systems (LMS), e-learning authoring tools (Articulate, Captivate, Camtasia), and training platforms.
• Video production and editing skills for creating multimedia training content and interactive learning experiences.
• 3+ years of payroll or tax compliance experience providing deeper subject matter expertise for training content accuracy.
• Advanced AI integration experience including personalized learning path creation, automated content updates, and intelligent assessment systems.
• Experience with customer training programs in SaaS or enterprise software environments with understanding of user adoption challenges.
• Graphic design skills and familiarity with design software (Adobe Creative Suite, Canva) for creating visually appealing training materials.
• Project management certification or experience managing complex training initiatives across multiple customer segments.
• Experience with virtual reality (VR) or augmented reality (AR) training technologies for immersive learning experiences.
• Multi-language capabilities to support international customer base and create localized training content.
• Train-the-trainer experience with ability to develop internal capabilities and scale training delivery across the organization.

#LI-REMOTE

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.