02 Sep
|
My Secure Advantage
|
Manitoba
02 Sep
My Secure Advantage
Manitoba
Empower individuals financially as a Part time Tax Coach with My Secure Advantage. This remote role blends tax planning and client relationship management while ensuring members meet their financial goals.
As a contractor, you will provide coaching for folks looking to boost savings and improve their financial literacy. MSA values professionals with CPA or EFILE qualifications and at least five years of tax planning experience. Leverage your communication skills to ease anxious clients while guiding them through their financial journeys.
Key Responsibilities:
• Conduct pre-scheduled financial coaching sessions remotely
• Simplify tax planning concepts for team growth
• Build strong relationships with clients through encouragement
• Stay updated on financial strategies and regulations
• Inspire members to enhance their financial habits
Requirements:
• 4-year degree and 5+ years in tax planning
• CPA, CFP, or related certification preferred
• Exceptional verbal and written communication skills
• Willingness to support clients two evenings a week
• Strong technology skills and adaptability
Use your expertise to guide clients toward financial empowerment as a Tax Coach with MSA.
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📌 Part-Time Tax Coach at My Secure Advantage (Manitoba)
🏢 My Secure Advantage
📍 Manitoba