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 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.
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.
Top Skills
What We Do
MorganFranklin Consulting is a management advisory firm that works with leading businesses to address complex and transformational finance, technology and business objectives.
Areas of expertise include:
• Accounting & Risk Advisory
• Technology Enablement
• Cybersecurity
• Transaction Services
• Strategic Transformation & Program Execution
• Supply Chain Planning
MorganFranklin is headquartered in the Washington D.C. area with regional offices in Atlanta, New York, San Francisco, Los Angeles, Raleigh, Nashville and Charlotte. The company supports clients across the globe
.png)
