TurboTax Training Associate POST NUMBER: 7560576003
The TurboTax Training Associate will be responsible for delivering engaging and effective training sessions to new and existing team members. The Trainer will utilize official training materials, facilitate live virtual sessions, and provide real-time guidance on functionality, troubleshooting, and client engagement best practices.
This role requires strong communication skills, in-depth TurboTax knowledge, and the ability to simplify complex concepts for diverse learners. The Trainer will play a key role in ensuring team readiness and consistent service quality across our client’s program.
Key Responsibilities
- Deliver live, instructor-led training sessions.
- Facilitate interactive workshops and Q&A sessions to reinforce key learning objectives.
- Provide hands-on demonstrations of QuickBooks features, workflows, and troubleshooting techniques.
- Address and resolve trainee questions related to QuickBooks product usage, common errors, and best practices.
- Evaluate trainee performance through knowledge checks, role plays, and feedback sessions.
- Collaborate with internal stakeholders (Training, Operations, and Quality teams) to identify training needs and update materials as needed.
- Track attendance, completion, and trainee progress using designated training systems.
- Stay current on updates, new feature releases, and support processes to ensure training accuracy.
- Support continuous improvement by gathering feedback and recommending enhancements to training content and delivery methods.
Qualifications & Skills
Required:
- 2 years of experience as a Trainer, Learning Facilitator, or similar instructional role.
- Advanced knowledge of TurboTax and/or QuickBooks Online, including setup, troubleshooting, and client support.
- Excellent verbal communication and presentation skills.
- Ability to explain complex technical concepts in an approachable, learner-friendly way.
- Strong problem-solving and analytical skills.
- Comfortable leading virtual sessions via Microsoft Teams or Zoom.
Preferred:
- Prior experience supporting QuickBooks programs.
- QuickBooks Online Certification (Advanced or ProAdvisor).
- Experience using Learning Management Systems (LMS) or training tracking tools.
- Background in accounting, bookkeeping, or small business support.
Work Environment & Schedule
- Full-time role, 40 hours per week.
- Remote work environment.
- Must be available during standard business hours (9:00 to 6:00 PST) and flexible for training coverage as needed.
Success Indicators
- High trainee engagement and satisfaction scores.
- Improved post-training performance metrics.
- Up-to-date and compliant delivery of training materials.
- Consistent and timely support for trainee troubleshooting inquiries.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
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- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
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Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.