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Staff, Technical Account Manager (Tax)

Intuit Inc

San Diego, CA

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JOB DETAILS
SALARY
$168,000–$227,000 Per Year
SKILLS
Alliance/Partner Management, Analysis Skills, Application Programming Interface (API), Authentication, Banking Services, Best Practices, Channel Strategies, Communication Skills, Computer Science, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Data Analysis, Data Management, Documentation, Establish Priorities, Finance, Financial Services, IDX, ITIL (IT Infrastructure Library), Identify Issues, Information Technology & Information Systems, Interpersonal Skills, Knowledge Base, Mortgage, Multitasking, OAuth, Operational Strategy, Organizational Skills, Payroll Management, Payroll Software/Services, Performance Metrics, Problem Solving Skills, Product Management, Product Planning, Product Support, REST (Representational State Transfer), SQL (Structured Query Language), Sales Management, Salesforce.com, Splunk, System Integration (SI), Tableau, Team Player, Technical Leadership, Technical Writing, Time Management
LOCATION
San Diego, CA
POSTED
4 days ago

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.

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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 Intuit: Careers | Benefits). 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 the Company

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Intuit Inc