PT Tax Coach – Contractor

🕒 June 24

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My Secure Advantage®

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1986

💸 Finance

👥 HR Tech

🤝 B2B

Finance • HR Tech • B2B

My Secure Advantage® is a financial well-being company that provides clinically-informed money coaching, self-directed digital tools (including AI-enabled resources), and live financial education tailored primarily as an employer-sponsored benefit. Founded to improve individual economic stability, MSA emphasizes behavior-change coaching (one-on-one Money Coaches), zero product sales or data selling, and measurable outcomes; it serves employers and partner organizations (trusted by a large share of Fortune 100/500 companies) to deliver financial literacy and coaching at scale.

📋 Description

• This is not a sales position; our financial counselors host pre-scheduled appointments with members. • We're searching for financial professionals who have a passion for helping people achieve their financial goals. • Our coaches love being part of our experienced and professional team. • We provide full-spectrum financial coaching and education, and we are specifically interested in CPAs or Tax Preparer EFILE Registered to guide members through tax planning.

🎯 Requirements

• 4-year degree from an accredited institution (or equivalent experience) as well as 5+ years experience in tax planning, personal tax prep, audits, etc. • Proven track record persuading clients to engage or upgrade to value-added services and solutions. • Motivational skills to inspire behavioral change around personal financial habits. • Superlative listening skills that lead you to empathy and understanding. • CPA, CFP, or comparable certifications (preferred). • A high level of skill and comfort with technology. • An openness to a culture of continuous development and improvement. • A willingness to support our members two evenings a week. • A passion for helping people in need. • Alignment with MSA’s values of Integrity, Compassion, Optimism, Growth, and Impact.

🏖️ Benefits

• Flexible, part-time schedule. • Opportunity to make a meaningful impact by helping individuals achieve their financial goals. • Work from the comfort of your home with fully remote sessions. • No sales—focus solely on providing unbiased financial education and guidance.