Back to jobs
New

Training and Development Specialist

Irvine

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Training and Development Specialist delivers live, instructor-led training across the organization, with a primary focus on Operations and Processing. As a subject matter expert in policies and procedures, this role enhances employee performance through creative and effective learning strategies. The Specialist plays a key role in driving productivity, client satisfaction, and overall operational efficiency by ensuring employees are well-equipped to succeed.

This position partners closely with department leaders to identify development needs, evaluate training effectiveness, and implement impactful learning solutions. The ideal candidate is a collaborative team player who enjoys sharing best practices, supporting growth, and continuously improving how teams learn and perform.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive base salary, with opportunities for growth based on performance and experience.

  • Salary Range: $72,000 - 80,000 per year
  • Opportunity to earn a quarterly bonus based on performance 

WHAT YOU'LL DO

  • Deliver engaging, instructor-led training sessions on a regular basis, with a primary focus on supporting new hires during their first 30 days through in-classroom instruction and hands-on guidance to ensure a strong start.
  • Collaborate with cross-functional partners to identify learning needs and determine the most effective training delivery approach.
  • Evaluate individual and program-level strengths and areas for improvement to identify training opportunities.
  • Work closely with Department Managers to provide regular updates on training progress, performance trends, and results.
  • Maintain accurate records of training activities, attendance, assessments, test results, and retraining requirements.
  • Evaluate training program effectiveness and continuously identify opportunities for improvement to meet departmental and organizational goals.
  • Ensure training resources and materials are readily available for in-person instruction and ongoing learning.
  • Review procedures, processes, and systems to identify areas for improvement and increased efficiency.
  • Assess training effectiveness through knowledge checks, quizzes, scenario-based exercises, and follow-up reviews to ensure real-world application.
  • Support new hires by acclimating them to company programs, systems, and best practices.
  • Proactively identify opportunities to improve workflows across departments and recommend solutions to management.
  • Create, update, and maintain training materials and procedural documentation based on organizational needs.
  • Support the evaluation of learning programs by collecting and analyzing engagement metrics, assessment data, and user feedback to drive continuous improvement.

WHAT YOU'LL NEED TO HAVE

  • Experience designing and delivering a variety of learning solutions, including in-person, virtual, e-learning, and blended formats
  • Ability to manage the full training lifecycle, from needs assessment through evaluation and continuous improvement
  • Strong ability to identify learning needs and align training initiatives with business objectives and cross-functional priorities
  • High emotional intelligence with strong interpersonal skills and the ability to connect across roles and departments
  • Excellent written and verbal communication skills, including facilitation, presentation, and storytelling
  • Strong organizational and project management skills with the ability to manage competing priorities in a fast-paced environment
  • Detail-oriented mindset with a strong commitment to accuracy, quality, and continuous improvement
  • Experience evaluating training outcomes and measuring knowledge retention and on-the-job application
  • Proficiency with Microsoft Office Suite, Google Workspace (Gmail, Calendar, Drive), and internal communication tools such as Slack or Teams
  • Comfort working with learning platforms such as Articulate Suite and digital tools like Canva, with the ability to quickly learn new technologies
  • Ability to research, recommend, and implement innovative training approaches and solutions
  • Comfortable working independently while also collaborating effectively with cross-functional teams
  • Adaptable and flexible in response to changing priorities and evolving business needs

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off 
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

Create a Job Alert

Interested in building your career at TaxRise? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Phone
Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf


Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in TaxRise’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.