Empower individuals financially as a Part time Tax Coach with My Secure Advantage, Inc. This remote role supports clients through personalized tax planning without the pressure of sales. MSA is looking for bilingual (English and French) financial professionals for a part-time contractor role.

You will help clients understand tax concepts and guide them in achieving their financial goals. This position requires strong communication skills and a passion for financial education, contributing to a supportive team environment. Key Responsibilities:

- Conduct virtual financial coaching sessions with clients
- Simplify complex tax planning concepts for members
- Develop innovative strategies for financial challenges
- Maintain detailed notes and records of client interactions
- Empower members to take steps toward financial well-being

Requirements:

- 4-year degree or equivalent experience
- 5+ years in tax planning and personal tax preparation
- CPA, CFP, or similar certification (preferred)
- Exceptional communication and motivational skills
- Availability to support members two evenings weekly

Make a meaningful impact by guiding clients to financial health at MSA.

📌 Part-Time Tax Coach at MSA (Ottawa)
🏢 ADP
📍 Ottawa