Learning and Development Specialist

SAX; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

SAX Advisory Group, LLC is seeking a Learning and Development Specialist in the United States to provide end-to-end operational and administrative support for firm learning programs. You will partner with the L&D Manager to manage the LMS, support instructional design, and administer CPE requirements across jurisdictions.

The role involves onboarding, training facilitation, data analysis, and compliance reporting, while coordinating with instructors, IT, and professional staff to advance the

Qualifications

• Bachelor’s degree in education, instructional design, industrial/organizational psychology, or related field, or equivalent experience.
• 1–2 years’ experience in learning and development, education, HR, or related field.
• Available during designated EST working hours with overlap for US-based teams.
• Proficient in Microsoft Office 365 (Word, Excel, Outlook, PowerPoint, Teams).
• Excellent communication skills, both written and oral.
• Strong attention to detail and organizational skills.

Responsibilities

• Provide admin support for over 200 classes per year, including invitations, reminders, materials, attendance, and evaluations.
• Manage L&D user accounts across the full employee lifecycle, onboarding, CPE compliance, and terminations.
• Assist in course development meetings with subject matter experts for NJ CPE compliance.
• Facilitate live training with slide decks, materials, polling, and breakout rooms.
• Analyze data, extract employee data, and generate compliance reports for practice leaders.
• Enter certificates of completion into the LMS within 5 business days of events.
• Schedule and present an L&D overview for new hires.
• Manage new hire documentation and transfer CPE records as needed.
• Coordinate with instructors to ensure materials meet NJ CPE standards.
• Proofread and edit course materials for formatting and grammar.
• Coordinate with IT for onsite and hybrid classroom setup.
• Maintain digital course materials per NASBA and NJ CPE retention rules.
• Register professionals for Becker Exam Preparation with Becker Education.
• Manage training inbox and escalate to Director of L&D as needed.

Skills

Excellent communication

Strong attention to detail

Organizational skills

Proficient in Microsoft Office 365

Education

Bachelor’s degree in education, instructional design, or related field

Master’s degree preferred

Tools

LCVista

Prolaera

Conferences i/o

Asana

Microsoft Office 365 (tool)

Job description

Learning and Development Specialist

United States

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

SAX is a nationally recognized accounting, tax, and advisory firm with close to seven decades of experience helping privately held companies, family-owned businesses, not-for-profit organizations, and high-net-worth individuals navigate complexity and achieve growth. As a multi-disciplinary firm, we combine deep industry expertise with a forward-thinking mindset to deliver comprehensive solutions across assurance, tax, consulting, wealth management, and specialty advisory services. Our advisors are entrepreneurial, client-centric, and driven to help clients solve strategic challenges, optimize performance, and build for the future. SAX professionals’ benefit from a collaborative culture, robust development opportunities, and access to expanded resources through our national alliances and growing global footprint, including offices across New Jersey, New York City, and Mumbai, India.

Role Summary

The Learning & Development Specialist provides end-to-end operational and administrative support for the firm’s learning programs, ensuring seamless delivery, regulatory compliance, and a high-quality learner experience. This role partners closely with the L&D Manager to support instructional design, manage the learning management system, and administer Continuing Professional Education (CPE) requirements across multiple jurisdictions. The Specialist plays a critical role in onboarding, training facilitation, data analysis, and compliance reporting, while serving as a key point of coordination across instructors, IT, and professional staff to support the firm’s development strategy.

Key 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 and/or facilitate 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 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.
• Demonstrates proficiency in data analysis, including extracting employee data, organizing, and maintaining large datasets for new and existing hires, and generating compliance reports for practice leaders to support CPE regulatory requirements.
• 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 an L&D Overview for all new hires.
• Manage new hire documentation 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 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, and New Jersey CPE.
• Register all interested professionals for Becker Exam Preparation, working closely with Becker Professional Education.
• Co-manage the training inbox, responding to all questions or escalating to the Director of L&D as appropriate.

Required Qualifications

• Bachelor’s degree in education, instructional design, industrial/organizational psychology, or other learning related field, or equivalent experience
• 1-2 years’ experience working in learning and development, education, human resources, or related field
• Available during designated Eastern Standard Time (EST) working hours, with scheduled overlap to support morning collaboration with U.S.-based team members.
• 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

Preferred Qualifications

• Master’s degree in education, instructional design, industrial/organizational psychology, or other related fields, or equivalent experience
• 2-3 years’ experience working in learning and development at an accounting firm
• Experience with NASBA, New Jersey, & New York Continuing Professional Education (CPE) requirements
• Experience in developing and delivering virtual training programs
• Experience maintaining a learning management system
• Experience with the following technologies: LCvista, Prolaera, Conferences i/o, Asana, or other learning technologies

Sax Advisory Group is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace. New Jersey Pay Range

$75,000 - $75,000 USD

New York Pay Range

$75,000 - $75,000 USD