Seasonal Coach - Tax

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Hourly Full Time Clerical Remote, US

4 days ago Requisition

Salary Range: $36.00 To $43.00 Hourly

Department:
Financial Coaching

Reports to:

VP of Financial Coaching

Position type:
Seasonal, remote

Direct reports:
None

Coach the financially concerned into financially confident while creating clear sponsor ROI.

Turn tax-season confusion into confident member decisions by explaining complex tax topics in plain language that drives session completion and sponsor value.

Tax season is when many members feel most anxious about money, and it is often the moment they first reach out to MSA. The Seasonal Money Coach – Tax meets members in that moment with one-on-one coaching by phone and video, helping them understand their tax documents, filing requirements, deadlines, and how common tax rules apply to their own situation. The ideal coach brings deep individual tax experience and the ability to make complex topics feel manageable, so members leave each session calmer, better prepared, and more likely to come back to MSA for the rest of their financial life.

Every confident, well-supported member strengthens the case sponsors make when they renew their partnership with MSA.

• This is an educational coaching role, not a tax preparation role.
• 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
• 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

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
• Home ownership 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, so members understand what applies to them without feeling overwhelmed by technical detail.

• 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

Members leave clearer and more confident. They understand their tax situation, their documents, and the deadlines that apply to them, and feel more confident about their next…