Seasonal Money Coach

🔥 7 minutes ago

🇺🇸 United States – Remote

💵 $36 - $43 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Deliver one-on-one coaching by phone and video on common federal and state individual income tax topics • Explain tax terminology, processes, concepts, and options in plain language • Help members understand tax documents and related information • Help members identify practical next steps and appropriate resources • Help members prepare questions and information before working with tax preparers or other professionals • Recognize situations requiring specialized tax, legal, investment, or other professional help and make appropriate referrals • Keep accurate, timely notes for every coaching session • Follow 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 throughout scheduled coaching hours during tax season • Work across MSA's coaching and documentation systems during sessions

🎯 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 • Preferred CPA (Certified Public Accountant) or Enrolled Agent (EA) credential