Seasonal Money Coach
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Job Description
Seasonal tax coach educating MSA members on individual tax matters through phone and video coaching. Translating complex tax rules into clear next steps without preparing returns.
Responsibilities:
- 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
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