Technical Training and Compliance Manager

Katz, Sapper & Miller, LLP; Indianapolis (IN); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Katz, Sapper & Miller, LLP seeks a Technical Training and Compliance Manager to lead and enhance the firm’s training programs, maintain regulatory compliance, and improve learning systems. This role partners with practice leaders to ensure proficiency and program effectiveness across Tax, Audit, and Advisory teams.

The position emphasizes ownership of learning processes, budget management, and cross-functional collaboration.

Competenze

• Bachelor’s degree in Education, Instructional Design, Human Resources, or a related field.
• At least five years of experience managing projects, designing and documenting processes and programs, working with learning systems, and leading a team.
• Strong project management, process optimization, organizational, and problem-solving skills, with attention to accuracy, quality assurance, and risk management.
• Ability to analyze data, manage budgets, assess program outcomes, and communicate findings to stakeholders.
• Effective written and verbal communication, relationship-building, collaboration, and stakeholder management skills.
• Ability to lead and develop others, manage competing priorities, and work professionally across teams.

Mansioni

• Lead and improve technical training and compliance processes, including intake, prioritization, resource allocation, workflow management, and timely program delivery.
• Oversee NASBA sponsorship and ensure training programs comply with NASBA and other applicable regulatory standards, quality requirements, and reporting obligations.
• Serve as a firmwide resource on state licensure, continuing professional education (CPE), and professional compliance requirements; monitor regulatory changes and communicate compliance updates to employees and leadership.
• Administer and optimize learning systems, shared resources, and communication channels to support an effective learner experience.
• Partner with Tax, Audit, Advisory, and learning councils to assess technical proficiency needs, identify capability gaps, and prioritize training investments.
• Develop evaluation methods and analyze participant feedback, assessments, and business metrics to measure training effectiveness and guide improvements.
• Manage the technical training budget, monitor expenses, and ensure alignment with financial guidelines.
• Evaluate and manage learning technology and content vendors to support business and program objectives.
• Lead and develop direct reports through coaching, goal setting, performance evaluations, delegation, and regular feedback; promote cross‑functional collaboration.

Conoscenze

Project management

Process optimization

Analytical thinking

Stakeholder management

Communication

Formazione

Bachelor’s degree in Education, Instructional Design, Human Resources, or a related field

Descrizione del lavoro

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee‑owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Position Summary

The Technical Training and Compliance Manager leads the operations, delivery, and continuous improvement of KSM’s technical training and professional compliance programs. This role oversees learning systems, training workflows, regulatory requirements, and program measurement to deliver effective learning experiences, support employee proficiency, and ensure compliance with applicable professional standards. The manager partners with practice leaders and stakeholders across the firm while leading and developing team members.

Responsibilities

• Lead and improve technical training and compliance processes, including intake, prioritization, resource allocation, workflow management, and timely program delivery.
• Oversee NASBA sponsorship and ensure training programs comply with NASBA and other applicable regulatory standards, quality requirements, and reporting obligations.
• Serve as a firmwide resource on state licensure, continuing professional education (CPE), and professional compliance requirements; monitor regulatory changes and communicate compliance updates to employees and leadership.
• Administer and optimize learning systems, shared resources, and communication channels to support an effective learner experience.
• Partner with Tax, Audit, Advisory, and learning councils to assess technical proficiency needs, identify capability gaps, and prioritize training investments.
• Develop evaluation methods and analyze participant feedback, assessments, and business metrics to measure training effectiveness and guide improvements.
• Manage the technical training budget, monitor expenses, and ensure alignment with financial guidelines.
• Evaluate and manage learning technology and content vendors to support business and program objectives.
• Lead and develop direct reports through coaching, goal setting, performance evaluations, delegation, and regular feedback; promote cross‑functional collaboration.

Requirements / Qualifications

• Bachelor’s degree in Education, Instructional Design, Human Resources, or a related field.
• At least five years of experience managing projects, designing and documenting processes and programs, working with learning systems, and leading a team.
• Strong project management, process optimization, organizational, and problem‑solving skills, with attention to accuracy, quality assurance, and risk management.
• Ability to analyze data, manage budgets, assess program outcomes, and communicate findings to stakeholders.
• Effective written and verbal communication, relationship‑building, collaboration, and stakeholder management skills.
• Ability to lead and develop others, manage competing priorities, and work professionally across teams.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee‑based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

About Us

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the U.S. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee‑owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.