Remote Seasonal Tax Coach - Turn Tax Season Into Confidence

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Hourly Full Time Clerical Remote, US

11 days ago Requisition

Salary Range: $36.00 To $43.00 Hourly

Please note this is a 100% remote position. Candidates must reside in an MSA eligible state: AL, AZ, CA, FL, GA, , IL, IN KS, MA, MI, MN, MO, NE, NV, NC, NJ, NY, OH, OK, SC, TN, TX, UT, & VA

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

Tax-Focused Coaching Sessions

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

Plain-Language Education

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.

Next Steps and Referrals

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

Documentation, Quality, and Privacy

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

Current Knowledge and Reliability

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