Technical Training & Compliance Lead

Katz, Sapper & Miller, LLP; Indianapolis (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

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.

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.

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.

Skills

Project management

Process optimization

Analytical thinking

Stakeholder management

Communication

Education

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

Job description

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.