Intuit Inc

Staff, Technical Account Manager (Tax)

Intuit Inc • $168K — $227K *
Mountain View, CA 94040In-Person
Finance & Insurance
8 - 10 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Strong familiarity with US taxpayer forms such as W-2, 1099, and 1098.
  • Proficient in understanding complex customer experience flows related to APIs and system integrations.
  • Experienced in data analysis using Tableau, Splunk, and SQL.
  • Familiar with CRM software like Salesforce.
  • Excellent customer service skills with a collaborative mindset.
  • Strong organizational skills with the ability to manage multiple priorities.

Responsibilities

  • Serve as the main operational contact for strategic tax partners, ensuring satisfaction.
  • Develop an in-depth understanding of partners' business objectives to support tax season readiness.
  • Provide proactive technical guidance and recommendations to partners.
  • Manage partner connectivity issues with product and support teams for quick resolution.
  • Conduct regular reviews with partners to share performance insights and improvement areas.
  • Own and enhance the content for the tax partner portal to expand self-serve options.
  • Contribute to creating technical documentation and best practices.

Benefits

  • Competitive compensation package with performance-based rewards.
  • Potential eligibility for cash bonuses and equity rewards.
  • Commitment to fair pay, regularly evaluating compensation across demographics.
Full Job Description
Join the Data, Growth and Experiences (DGX) team as a Staff Customer Experience professional focusing on technical account management for data connectivity in TurboTax. The Technical Account Manager (TAM) in the tax sector serves as an ambassador of customer obsession, and functions as a critical link among our tax data partners, the IDX platform, and product management and development teams across offerings. The role demands a blend of product knowledge, API fluency and banking/payroll industry understanding. The TAM acts as a trusted strategic partner, proactively monitoring KPIs and creating roadmaps to address optimization opportunities and meet the needs of internal and external stakeholders. This includes providing technical and domain SME guidance and maintaining an operational feedback loop in order to ensure high-quality and high-performance done-for-you tax experiences for Intuit's customers

Responsibilities
  • Serve as the primary operational contact for strategic tax partners, ensuring high levels of partner satisfaction and engagement.
  • Develop a deep understanding of partners' business objectives and technical capabilities to effectively position and support tax season readiness.
  • Provide proactive technical guidance and recommendations to partners, anticipating potential challenges and offering solutions.
  • Manage and prioritize partner connectivity issues, working closely with product and support teams to ensure timely resolution and clear communication to the partner.
  • Conduct regular partner reviews to share KPIs and YoY performance insights, identify areas for improvement, and present new features or solutions.
  • Own content for the tax partner portal, expanding self-serve opportunities for documentation, tools and performance feedback.
  • Contribute to the creation of technical documentation, best practices, and knowledge base articles.
  • Represent the partners' capability asks and feedback internally, ensuring partner needs are reflected in product roadmaps when appropriate.


Qualifications

Technical Skills
  • Strong familiarity with US taxpayer forms, including W-2, 1099 investment and retirement income, and 1098 mortgage deductions.
  • Proficiency in understanding and articulating complex customer experience flows related to APIs and system integrations, including authentication, authorization and consent flow protocols.
  • Experience navigating Tableau, Splunk, SQL (querying) etc for data analysis and troubleshooting.
  • Familiarity with CRM software (e.g., Salesforce)


Soft Skills
  • Customer obsession is a must. The ideal candidate will have excellent customer service with a collaborative mindset.
  • Strong communication, presentation, and interpersonal skills, with the ability to effectively communicate technical information to both technical and non-technical audiences.
  • Proven ability to build strong relationships and influence stakeholders at all levels of an organization.
  • Exceptional problem-solving and analytical abilities, with a focus on partner success.
  • Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
  • Proactive and results-oriented with a strong partner-centric mindset.
  • Ability to work independently and as part of a distributed team.


Preferred Qualifications
  • Fluency in RESTful APIs and relevant authentication protocols (OAuth, OIDC).
  • Fluency in payroll management and systems.
  • Familiarity with data standards in financial services and payroll (OFX, FDX, EFW2).


Education & Experience
  • Bachelor's degree in Computer Science, Information Technology, Finance, or a related technical field. Master's degree and ITIL certifications are preferred.
  • 8+ years of experience in a technical account management or similar partner-facing technical role in the fintech industry.


Footer
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: Mountain View: $168,000 - $227,000, San Diego: $160,000 - $216,500.

The expected base pay range for this position is:
San Diego, CA $160,000- $216,500

About Intuit Inc

Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals. The company’s product portfolio includes TurboTax, a software solution that offers free tax filing, efile taxes, and income tax returns; Quicken; QuickBooks; Mint.com, and more. It also offers end-to-end solutions for online tax preparation, download products, mobile tax prep, mortgage interest and property tax, corporations tax, military tax, and more. Intuit was founded by Tom Proulx and Scott Cook in 1983 and is based in Mountain View, California. The company serves customers in North America, Asia, Europe, and Australia with offices in the United States, Canada, India, U.K., and Singapore.

Intuit Inc Careers

Join the dynamic team at Intuit Inc, a global powerhouse in financial software, where innovation, leadership, and diversity training are at the heart of everything we do. This is an unparalleled opportunity to advance your career with a company that is committed to empowering communities and small businesses with innovative financial solutions.

Work You’ll Do

At Intuit Inc, you’ll be part of a culture that cherishes innovation and values the unique perspectives of its team members. You will collaborate with some of the brightest minds in the industry, using your skills to influence the future of technology and finance. Our team at Intuit Inc is driven by the mission to power prosperity around the world, and you can be at the forefront of this transformation.

Explore Job Opportunities and Growth

Intuit’s career paths are as diverse as the innovative solutions we provide to millions. From finance to software engineering, our job opportunities span across multiple disciplines. Whether you’re looking for a full-time position, an internship, or leadership roles, Intuit offers a world of opportunities for professional growth. Our hiring process is designed to identify and attract professionals who are not only skilled but are also passionate about making a difference.

Professional Development and Benefits

Invest in your future with Intuit’s industry-leading benefits and professional development opportunities. Our employees enjoy comprehensive benefits that ensure their personal and professional satisfaction, including health, wellness, and continuous learning perks. At Intuit, we also understand the importance of diversity training and leadership development, providing various programs that foster an inclusive environment.

Join Our Team

Embark on a journey of growth and innovation at Intuit Inc. Search open positions that match your skills and interests. We are looking for curious, creative, and solution-driven team players. Prepare your resume, ace the interview, and join a team that’s committed to creating solutions that power prosperity around the globe.

Networking and Career Advancement

At Intuit Inc, networking and internal mobility are encouraged to foster professional growth and innovation. Connect with leaders and peers through our various networking events, mentorship programs, and collaborative projects. With support at every step of your career, the opportunities at Intuit are limitless.

Stay Connected

Keep up to date with the latest in career opportunities and company news at Intuit Inc. Personalize your subscription to receive job alerts, insider tips, and industry-leading insights that you can put to use today—all from the people who work here.

Explore Careers at Intuit Inc

Discover the exciting and rewarding career opportunities awaiting you at Intuit Inc. Let your ambition lead you to success. Join us in our mission to power prosperity and contribute to our journey of continuous innovation.

SEARCH INTUIT JOBS

READ CAREERS BLOG

At Intuit Inc, every role is a chance to innovate, grow, and make an impact. Join us, and together let's shape the future of finance.
Learn more about Intuit Inc
Size
13,500 employees
Market Cap
$107.4 billion
Industry
Consumer Technology
Net Income
$1.7 billion
Founded
1983
5 Year Trend
+19.6%
Revenue
$7.7 billion
NASDAQ
INTU
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Intuit Inc

More Finance & Insurance Jobs

Find similar Staff, Technical Account Manager (Tax) jobs:

NationwideMountain View, CA