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 CanadaAbout usMSA 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 debtBoost credit scores by 54ptsAdd $6,328 in emergency savings accountsSwell retirement savings by more than 4.4% per yearRescue $890 in monthly discretionary incomeAbout the roleThis 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 valuable fit for you ifYou can put anxious members at ease over the phoneYou care about building vibrant and encouraging relationships with membersYour deep conviction in the benefits of financial coaching compels you to lead clients to invest in an ongoing relationshipYou have a knack for making financial concepts easy to understandYou research complex issues to develop creative strategiesYou have masterful verbal and written communication skillsYou enjoy fast pace, can multi‐task, and take detailed notesWhat you bring to the table4‐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 solutionsMotivational skills to inspire behavioral change around personal financial habitsSuperlative listening skills that lead you to empathy and understandingCPA, CFP, or comparable certifications (preferred)A high level of skill and comfort with technologyAn openness to a culture of continuous development and improvementA willingness to support our members two evenings a weekA passion for helping people in needAlignment with MSA's values of Integrity, Compassion, Optimism, Growth, and ImpactCompensationCompetitive session rates based on experience and qualifications.Perks of the RoleOpportunity 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 ProcessTo apply, please submit:A brief cover letter highlighting your financial coaching experience.Your resume or CV.Any relevant certifications or qualifications.Equal Employment OpportunityMy Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug‐free work setting. 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.

📌 Pt Tax Coach (Contractor) - Canada (Ottawa)
🏢 My Secure Advantage
📍 Ottawa