Seasonal Money Coach - Tax
About this role
Seasonal Money Coach – Tax
Department & Reporting
Department:Financial Coaching
Reports to:VP of Financial Coaching
Position type:Seasonal, remote
Direct reports:None
Team Win Statement
Coach the financially concerned into financially confident while creating clear sponsor ROI.
Role Win
Turn tax-season confusion into confident member decisions by explaining complex tax topics in plain language that drives session completion and sponsor value.
Role Summary
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.
Tax Coaching Scope
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
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
Homeownership 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
Expected Outcomes
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 financial decision.
Members arrive prepared at the next step.Those who need a preparer or other professional know what to ask and what to bring, so their time and money are well spent.
Scope is consistently respected.Sessions stay within the program's educational scope, protecting members, MSA, and sponsors.
Tax season becomes an entry point to ongoing coaching.Members who first come in with a tax question see the value of MSA coaching and return for other financial goals.
Core Competencies
Individual Tax Expertise:Deep working knowledge of individual federal income tax and common state issues, so members get accurate, current education they can rely on.
Plain-Language Communication:Explains complex tax concepts simply and supportively, turning a stressful topic into a manageable one.
Active Listening and Empathy:Hears what is really driving a member's question and addresses the actual concern, not just the surface topic.
Boundary Judgment:Knows where education ends and preparation, legal, or investment advice begins, and keeps every session within scope.
Efficiency Under Volume:Stays organized, accurate, and warm across back-to-back sessions and multiple systems during the busiest weeks of the year.
Qualifications & Experience
Required
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
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, and coaches work across MSA's coaching and documentation systems during sessions. Coaches need reliable high-speed internet and a quiet, professional workspace that protects member privacy. No travel is required.
Originally posted on Himalayas