Seasonal Money Coach - Tax

My Secure Advantage•Remote, US,

6d•$36 - $43•Remote

About The Position

The Seasonal Money Coach – Tax meets members who are anxious about money during tax season with one-on-one coaching by phone and video. This role helps members understand their tax documents, filing requirements, deadlines, and how common tax rules apply to their situation. The ideal coach has deep individual tax experience and can make complex topics feel manageable, ensuring members leave sessions calmer, better prepared, and more likely to engage with MSA for future financial needs. This is an educational coaching role, not a tax preparation role.

Requirements

Minimum of 5 years of professional tax experience
Demonstrated knowledge of individual federal income tax matters
Experience explaining complex tax topics to people with limited tax knowledge
Strong verbal communication, active-listening, and interpersonal skills
Ability to educate while staying within established coaching and professional boundaries
Comfortable coaching by both phone and video
Ability to work independently in a remote environment while meeting scheduling, documentation, productivity, and quality expectations
Strong computer skills and ability to work efficiently across multiple systems during sessions
Reliable high-speed internet and a professional remote-work environment

Nice To Haves

CPA (Certified Public Accountant) or Enrolled Agent (EA) credential

Responsibilities

Deliver one-on-one coaching by phone and video on common federal and state individual income tax topics, including W-2 and 1099 income, self-employment and gig income, tax withholding and estimated tax payments, filing status and dependents, common deductions and credits, retirement plan and IRA tax considerations, capital gains and losses, education-related tax considerations, homeownership and real estate tax topics, tax implications of major life events, and IRS notices and general options for addressing them.
Translate tax terminology and processes into clear, practical language that fits each member's level of knowledge.
Help members identify the questions and information to gather before working with a tax preparer or other professional.
Recognize situations that call for specialized tax, legal, investment, or other professional help.
Point members to practical next steps and appropriate resources.
Keep accurate, timely notes for every coaching session.
Follow MSA's coaching procedures, quality standards, privacy requirements, and program guidelines.
Deliver a professional, positive member experience in a high-volume seasonal environment.
Stay current on federal tax rules and significant tax-law changes affecting individuals.
Maintain reliable availability and punctuality across scheduled coaching hours throughout the tax season.