Remote Tax Coaching Lead – Financial Wellness

My Secure Advantage; United States; Hybrid; USD 75,000 - 90,000; Full time

Job summary

The Money Coach – Tax Lead at My Secure Advantage oversees a tax coaching team, delivering accurate, timely guidance and strong member satisfaction. You will coach up to 40% of the time, build standards, and ensure service levels and contract goals are met while using data to improve coaching delivery.

Experience with military service members and their families is a strong plus; leadership and data-driven decision making are essential to drive measurable outcomes and sponsor value.

Qualifications

• 5+ years of tax experience.
• Bachelor's degree in business, finance, psychology or related field.
• 3+ years managing teams in coaching, counseling, financial services, or customer success.
• Strong understanding of personal finance and financial wellness.

Responsibilities

• Recruit, onboard, and develop a team of tax Money Coaches.
• Build coach skills through ongoing training and performance coaching.
• Set clear expectations and provide regular feedback.
• Meet service levels and reporting requirements of the contract.
• Produce contract and team performance reporting.
• Coach members directly up to 40% of the time.
• Help members reduce financial stress and improve financial habits.

Skills

People Leadership

Data-Driven Decisions

Tax Expertise

Member-Centered Focus

Problem-Solving

Coaching & Advisory

Education

Bachelor's degree in business, finance, psychology

Tools

Coaching platforms

CRM systems

Performance analytics tools

Job description

The Money Coach – Tax Lead at My Secure Advantage oversees a tax coaching team, delivering accurate, timely guidance and strong member satisfaction. You will coach up to 40% of the time, build standards, and ensure service levels and contract goals are met while using data to improve coaching delivery.

Experience with military service members and their families is a strong plus; leadership and data-driven decision making are essential to drive measurable outcomes and sponsor value.