TurboTax Training Associate

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

• 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.

Determining compensation for this role (and others) at Vaco/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 in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.

Salary Range for this role:
$30—$40 USD

Vaco, LLC (“we,” “our,” or “Vaco”) respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents. This Notice and Privacy Policy for California Residents applies solely to those who reside in the State of California (“consumers” or “you”). For additional details, click here.

California residents may also access Vaco’s HR Notice at Collection for California Applicants and Employees.

Vaco 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.