PT Tax Coach (Contractor) - CANADA
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.
Responsibilities
- Host pre-scheduled appointments with members
- Guide members through tax planning
- Provide full-spectrum financial coaching and education
- Build vibrant and encouraging relationships with members
- Lead clients to invest in an ongoing relationship
- Motivate behavioral change around personal financial habits
- Research complex issues to develop innovative strategies
- Make financial concepts easy to understand
- Multi-task and take detailed notes
Requirements
- A 4-year degree from an accredited institution (or equivalent experience)
- 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
- 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
Qualifications
- Fluent in English and French
- Reside in Canada
Skills
- Masterful verbal and written communication skills
Benefits
- Flexible, part-time schedule
- 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
Pay
Competitive session rates based on experience and qualifications.
Schedule
Approximately 8 hours a week.
Application Process
To apply, please submit:
- A brief cover letter highlighting your financial coaching experience.
- Your resume or CV.
- Any relevant certifications or qualifications.