[Hiring] Seasonal Money Coach - Tax @My Secure Advantage

Role Description

The Seasonal Money Coach – Tax meets members during tax season when they feel most anxious about money, providing one-on-one coaching by phone and video. The role involves helping members understand their tax documents, filing requirements, deadlines, and how common tax rules apply to their situation.

• This is an educational coaching role, not a tax preparation role.
• Seasonal Money Coaches do:
  • Provide education on individual tax topics
  • Explain tax concepts and options in plain language
  • Help members understand their tax documents and related information
  • Help members identify practical next steps and appropriate resources
• Seasonal Money Coaches do not:
  • Prepare, complete, review for accuracy, or file tax returns
  • Complete tax forms on a member's behalf
  • Represent members before the IRS or state taxing authorities
  • Provide services outside the approved scope of the coaching program

Key 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
  • 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.
• Keep accurate, timely notes for every coaching session.
• Stay current on federal tax rules and significant tax-law changes affecting individuals.

Expected Outcomes

• Members leave clearer and more confident about their tax situation.
• Members arrive prepared at the next step.
• Scope is consistently respected.
• Tax season becomes an entry point to ongoing coaching.

Core Competencies

• Individual Tax Expertise: Deep working knowledge of individual federal income tax and common state issues.
• Plain-Language Communication: Explains complex tax concepts simply and supportively.
• Active Listening and Empathy: Addresses the actual concern driving a member's question.
• Boundary Judgment: Knows where education ends and preparation, legal, or investment advice begins.
• Efficiency Under Volume: Stays organized and warm across back-to-back sessions during peak times.

Qualifications

• 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
• Strong computer skills and ability to work efficiently across multiple systems
• Reliable high-speed internet and a professional remote-work environment

Preferred

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

Working Context

• This is a fully remote, seasonal position, with availability required during peak tax season.
• Coaching takes place one-on-one by phone and video.
• No travel is required.