PT Tax Coach (Contractor) - CANADA

My Secure Advantage; Canada; On-site; CAD 25,000 - 60,000; Part time

Benefits offered by this job

Work from home

Opportunity to impact clients' financial futures

No sales involved

Job summary

My Secure Advantage is hiring a Part-Time Tax Coach (Contractor) for approximately 8 hours a week. The role requires fluency in English and French and is fully remote. You'll assist clients over the phone with financial planning.

Ideal candidates should have a 4-year degree, 5+ years in tax planning, and strong motivational skills. This role focuses solely on providing financial education without sales.

The position offers competitive session rates based on experience and the chance to genuinely help individuals achieve their financial goals.

Qualifications

• 5+ years experience in tax planning and personal tax prep.
• Comfort with technology and remote work.
• Ability to inspire behavioral change in clients.

Responsibilities

• Provide financial coaching through scheduled phone appointments.
• Help clients navigate tax planning and prep.
• Guide clients towards value-added services.

Skills

Fluent in English and French

Tax planning

Personal tax prep

Motivational skills

Listening skills

Communication skills

Education

4-year degree from an accredited institution

CPA or equivalent certification

Tools

Financial software

Job description

We exist to equip and empower people to take charge of their financial future.

Job Title: Part-Time Tax Coach (Contractor) - Approximately 8 hours a week - Must be Fluent in English and French & reside in Canada

About us

MSA is the national leader in financial well‑being services. We are a small but strong company with a rockstar 35+ year track record of providing transformational financial coaching to employees of companies like T‑Mobile, Nissan, Adobe, and over seventy of the Fortune 100.

• Crush $4,928 in debt
• Boost credit scores by 54pts
• Add $6,328 in emergency savings accounts
• Swell retirement savings by more than 4.4% per year
• Rescue $890 in monthly discretionary income

About the role

This is not a sales position; our financial counselors host pre‑scheduled appointments with members. This is a remote role with very limited travel required.

We’re searching for financial professionals who have a passion for helping people achieve their financial goals. We provide full‑spectrum financial coaching and education, and we are specifically interested in CPAs or Tax Preparer EFILE Registered to guide members through tax planning.

Our coaches love being part of our experienced and professional team. We hold each other accountable for high standards and continuous development. We are people of integrity who thrive on teamwork. We’re quick to laugh and love having fun at work! We give grace for mistakes. We recognize core strengths and set each other up for success.

Think you might be ready to turn your focus to empowering people to transform their financial future?

What you might be a good fit for you if

• You can put anxious members at ease over the phone
• You care about building vibrant and encouraging relationships with members
• Your deep conviction in the benefits of financial coaching compels you to lead clients to invest in an ongoing relationship
• You have a knack for making financial concepts easy to understand
• You research complex issues to develop innovative strategies
• You have masterful verbal and written communication skills
• You enjoy fast pace, can multi‑task, and take detailed notes

What you bring to the table

• 4‑year degree from an accredited institution (or equivalent experience) as well as 5+ years experience in tax planning, personal tax prep, audits, etc.
• Proven track record persuading clients to engage or upgrade to value‑added services and solutions
• Motivational skills to inspire behavioral change around personal financial habits
• Superlative listening skills that lead you to empathy and understanding
• CPA, CFP, or comparable certifications (preferred)
• A high level of skill and comfort with technology
• An openness to a culture of continuous development and improvement
• A willingness to support our members two evenings a week
• A passion for helping people in need
• Alignment with MSA’s values of Integrity, Compassion, Optimism, Growth, and Impact

Compensation

• Competitive session rates based on experience and qualifications.

Benefits of the Role

• Opportunity to make a meaningful impact by helping individuals achieve their financial goals.
• Work from the comfort of your home with fully remote sessions.
• No sales—focus solely on providing unbiased financial education and guidance.

Application Process

To apply, please submit:

• A brief cover letter highlighting your financial coaching experience.
• Your resume or CV.
• Any relevant certifications or qualifications.

Equal Employment Opportunity

My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug‑free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.