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Job Description & How to Apply Below
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 Coordinator is responsible for executing the administrative and compliance functions of the firm’s training programs. This includes managing user accounts in learning systems, processing CPE certificates, maintaining regulatory documentation, and serving as the first point of contact for training-related inquiries.
The ideal candidate is detail-oriented, process-driven, and thrives in a collaborative, fast-paced environment. This role ensures that all learning activities are executed efficiently, documented accurately, and compliant with New Jersey CPE requirements.
Key Responsibilities
Learning Administration
- Coordinate logistics for all learning programs, including scheduling, invitations, reminders, and attendance tracking.
- Create and manage user accounts in all L&D systems (e.g., LCvista, Becker CPA, third-party platforms) for new hires, current employees, and departures.
- Upload, organize, and maintain course materials and resources in accordance with CPE documentation standards.
- Facilitate live virtual & hybrid training sessions by launching polls, managing attendance, and providing technical support as needed.
- Launch polls and manage attendance for live virtual and hybrid training sessions.
- Support instructors with material preparation and ensure classrooms (onsite or virtual) are properly configured.
CPE Compliance & Documentation
- Process internal and external CPE certificates within five business days of event completion or receipt of proof of attendance.
- Maintain comprehensive documentation of all CPE activities, including attendance logs, evaluations, instructor bios, and poll results.
- Track individual and firm-level compliance with CPE requirements under New Jersey regulations.
- Support preparation for CPE audits and ensure all retention and documentation standards are met.
- Collaborate with Specialists and Senior Specialists to ensure courses are fully compliant prior to launch.
Operational Support & Communication
- Serve as the first point of contact for the firm’s training inbox, triaging inquiries and escalating complex issues as appropriate within established 24-hour response timelines.
- Create and manage poll questions and evaluations for internal seminars.
- Register new hires for mandatory learning plans and send monthly reminders to those who have not completed their learning plans in 30 days.
- Manage new hire L&D onboarding by recording prior CPE records into the LMS.
- Coordinate tuition reimbursement requests, ensuring adherence to firm policy and accurate tracking.
- Collaborate with IT and HR to manage data integrations, lifecycle changes, and user access in all learning systems.
- Develop and manage a monthly training newsletter highlighting featured courses, including drafting content and coordinating firmwide distribution.
- Assist in maintenance of the L&D handbook by proactively reviewing, editing, and updating content as needed.
- Support ad hoc L&D projects, including learning plan development, data maintenance, vendor seminars, and technology testing initiatives.
Data Management & Reporting
- Maintain digital files and course archives in accordance with NASBA and state retention regulations.
- Support the generation of periodic reports…
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