Money Coach - Tax Team Lead

📋 Description

• Lead and develop the coaching team: Recruit, onboard, train, and mentor tax-focused Money Coaches.
• Oversee operations and service delivery: Translate strategic priorities into actionable operating
• Drive performance through data: Prepare team performance and contract reports, analyze coaching
• Enhance the member experience: Collaborate with internal teams and external partners to improve
• Provide direct financial coaching: Spend up to 40% of your time coaching members on tax-related
• Manage escalations and complex situations: Handle challenging member interactions with empathy

🎯 Requirements

• Bachelor's degree in business, finance, psychology, or a related field.
• At least five years of professional tax experience, with a strong understanding of individual
• At least three years of experience managing teams in coaching, counseling, financial services
• Strong understanding of personal finance, behavioral economics, financial wellness, and
• Experience using coaching platforms, customer relationship management (CRM) systems, and
• Ability to establish effective processes, interpret performance data, identify improvement

🎁 Benefits

• Competitive compensation: Annual salary ranging from $75,000 to $90,000, depending on
• Flexible work arrangements: Remote or hybrid working options within the United States.
• Full-time employment: Opportunity to take on a leadership role with meaningful responsibility for
• Professional growth: Opportunities to strengthen leadership, tax coaching, operational management
• Meaningful impact: The opportunity to improve financial confidence, reduce financial stress, and
• Collaborative environment: Work alongside cross-functional teams and program partners to enhance