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Learning and Development Specialist

4 months ago

Mumbai, India SAX India LLP Full time

About Sax:

Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 60 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in Mumbai, India, Parsippany, N.J., Pennington, N.J. and New York City-US, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.


When you join Sax India LLP team, you will be at the heart of Sax critical mission to build a better working world by applying knowledge skills and experience in assisting clients in meeting their business purpose.


Job Description:

We are looking for a Leaning and Development Specialist to join our growing Learning & Development (L&D) team, who would be playing a pivotal role in developing targeted courses, collecting feedback, training new hires, and building a talent pipeline to support the growing Tax and A&A practices in India.


Roles and Responsibilities:

  • Provide end-to-end administrative support for over 200 classes per year, including managing course invitations, course reminders, distribution of course materials, tracking attendance, scheduling conference rooms, monitoring attendance, sending course evaluations, issuing continuing professional education (CPE) credits, etc.
  • Manage employee user accounts for all L&D applications for the full employee lifecycle, including onboarding (activating accounts, assignment of regulators, importing of CPE records, learning tracks, classes, and anti-sexual harassment training), regular maintenance for compliance with CPE/State/Federal/QC requirements, and termination (deactivating accounts, transferring of CPE records to former employee as appropriate).
  • Assist the Director of L&D in course development meetings with internal subject matter experts on course topics, instructional delivery, learning objectives, in-class activities and course material, in compliance with NASBA, New York, New Jersey CPE requirements.
  • Facilitate live training courses by displaying slide deck presentations, disseminating course materials, launching poll questions, managing breakout rooms, and troubleshooting IT technical difficulties as needed.
  • Accurately enter internal and external certificates of completion from courses attended by the professional staff into the firm’s learning management system within 5 business days of the event, or when proof of attendance is received.
  • Schedule and present a L&D Overview for all new hires, including entering previously earned CPE certificates into the LMS.
  • Follow-up with instructors to ensure course materials have been received and are prepared in accordance with NASBA, New York, New Jersey CPE standards.
  • Assist with proofreading and editing course materials for basic formatting, grammar, spelling, punctuation, dates, etc.
  • Coordinate with IT to ensure proper classroom setup is achieved for onsite and hybrid courses.
  • Maintain files of course materials in digital format, in compliance with the retention regulations of NASBA, New York, and New Jersey CPE.
  • Register all interested professionals for Becker CPA Exam Preparation, working closely with Becker CPA.
  • Manage tuition reimbursement process, including tracking progress through degree programs, ensuring adherence to firm policy for receiving reimbursement, and initiating approvals for reimbursement.
  • Coordinate with the Director of L&D to ensure all professional staff fulfill their annual CPE requirements.
  • Manage the training inbox, responding to all questions or escalating to the Director of L&D as appropriate.


Requirements:

  • Bachelor’s degree or master’s degree in education, instructional design, industrial/organizational psychology, or other learning related field, or equivalent experience.
  • 1-3 years’ experience working in learning and development, education, human resources, or related field, preferably at an accounting firm.
  • Proficient in Microsoft Office 365 (Word, Excel, Outlook, PowerPoint, & Teams).
  • Excellent communication skills, both written and oral.
  • Strong attention to detail and organizational skills.
  • Ability to maintain composure under pressure.
  • Passion to continuously learn, unlearn and relearn.


Skills and Expertise:

  • Experience with NASBA, New Jersey, & New York Continuing Professional Education (CPE) requirements.
  • Experience in developing and delivering training programs.
  • Experience maintaining a learning management system.
  • Experience with the following technologies: LCvista, Prolaera, Conferences i/o, Asana, or other learning technologies.


Sax India LLP is an equal-opportunity employer.