Staff, Technical Account Manager (Tax)

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

Job 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,