Staff Technical Account Manager (Tax)

Intuit; Mountain View (CA); On-site; USD 168,000 - 227,000; Full time

Job summary

Intuit is seeking a Staff Customer Experience TAM for data connectivity in TurboTax, focusing on API fluency and banking/payroll knowledge. This role acts as a strategic partner among tax data partners, the IDX platform, and product teams to drive high-quality, high-performance tax experiences for customers.

The position demands strong product knowledge, KPI monitoring, and roadmap creation to address optimization opportunities.

Qualifications

• Bachelor's degree or higher in a technical field. Master's preferred.
• 8+ years in technical account management or partner-facing role in fintech.

Responsibilities

• Serve as primary operational contact for strategic tax partners and ensure high partner satisfaction.
• Understand partners' objectives and technical capabilities to support readiness.
• Provide proactive technical guidance and recommendations to partners.
• Manage and prioritize partner connectivity issues with product and support teams.
• Conduct regular partner reviews, share KPIs, and present new features or solutions.
• Own content for the tax partner portal and expand self-serve resources.
• Contribute to technical docs, best practices, and knowledge base articles.
• Represent partner feedback in internal product roadmaps.

Skills

API fluency

Data connectivity

Tableau

Splunk

SQL

Salesforce

Customer obsession

Strong communication

Product knowledge

Education

Bachelor's degree in Computer Science/IT/Finance

Master's degree (preferred)

Tools

Tableau

Splunk

SQL

Salesforce

Job description

Overview

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.

Overview

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.

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. Mountain View: $168,000 - $227,000, San Diego: $160,000 - $216,500.

The Expected Base Pay Range For This Position Is

Mountain View $168,000 - $227,000