Edtech.com's Summary

Highspring is hiring a TurboTax Training Associate. This role involves delivering live virtual training sessions, facilitating workshops, and providing real-time troubleshooting support to ensure team members are proficient with TurboTax products. The Training Associate must effectively communicate technical concepts and collaborate with internal teams to maintain up-to-date training materials and high service quality.

Highlights

Deliver live instructor-led TurboTax training sessions and workshops.
Provide hands-on demonstrations and resolve user questions related to TurboTax.
Evaluate trainee performance through assessments and feedback.
Collaborate with Training, Operations, and Quality teams to update training content.
Track attendance and progress using training management systems.
Maintain current knowledge of TurboTax updates and support processes.
Use Microsoft Teams or Zoom for conducting virtual training.
Require advanced TurboTax knowledge and 2+ years of training experience.
Preferred qualifications include TurboTax Certification and experience with LMS tools.
Base compensation ranges from $25 to $35 USD per hour; role is full-time and temporary.

TurboTax Training Associate Full Description

TurboTax Training Associate

San Diego

Qualifications & Skills

Required:

2+ years of experience as a Trainer, Learning Facilitator, or similar instructional role.
Advanced knowledge of TurboTax, 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 TurboTax programs.
TurboTax Certification.
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 working on the weekends as needed.
This is a temporary employment opportunity

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.

Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.

Base Compensation Range

$25—$35 USD

T
he 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 Online 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

Original Job Description

TurboTax Training Associate

San Diego

Qualifications & Skills

Required:

2+ years of experience as a Trainer, Learning Facilitator, or similar instructional role.
Advanced knowledge of TurboTax, 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 TurboTax programs.
TurboTax Certification.
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 working on the weekends as needed.
This is a temporary employment opportunity

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.

Base Compensation Range

$25—$35 USD

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

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TurboTax Training Associate

Edtech.com's Summary

TurboTax Training Associate Full Description

TurboTax Training Associate

Training Specialist

Training Specialist

Training & Development Facilitator

Learning Management System Specialist

Training Specialist