Remote Tax Team Lead & Money Coach

Jobgether; Oregon; Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Remote or hybrid work options

Competitive salary 75,000–90,000 USD

Leadership development opportunities

Job summary

Jobgether is seeking a Money Coach - Tax Team Lead based in the United States to guide a team of tax-focused financial coaches, delivering personalized, high-quality guidance to improve members’ financial well-being.

You will balance people management with coaching up to 40% of your time, optimize workflows, meet service levels, and use data to drive improvements, building a collaborative, high-performing team in a flexible environment.

Qualifications

• Bachelor's degree in business, finance, psychology or related field.
• At least five years of professional tax experience.
• At least three years of leadership or team-management experience.
• Strong financial coaching knowledge and behavioral finance understanding.
• Experience with coaching platforms and CRM systems.
• Ability to analyze performance data and drive improvements.
• Excellent communication and interpersonal skills.
• Security clearance: Government Tier 2 Public Trust.
• Preferred: EA or CPA designation; coaching certification; military service

Responsibilities

• Lead and develop the coaching team: recruitment, onboarding, training, mentoring.
• Oversee operations and service delivery with SLAs and reporting.
• Drive performance with data; analyze metrics and apply improvements.
• Enhance member experience through collaboration with internal and partner teams.
• Provide direct financial coaching up to 40% of time on tax-related topics.
• Manage escalations and maintain service quality standards.
• Deliver measurable results and demonstrate program impact.

Skills

Leadership experience

Coaching

Data-driven decision making

Communication skills

People management

Financial coaching knowledge

Education

Bachelor's degree

Tools

CRM systems

Performance analytics tools

Job description

Jobgether is seeking a Money Coach - Tax Team Lead based in the United States to guide a team of tax-focused financial coaches, delivering personalized, high-quality guidance to improve members’ financial well-being.

You will balance people management with coaching up to 40% of your time, optimize workflows, meet service levels, and use data to drive improvements, building a collaborative, high-performing team in a flexible environment.