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Financial Counselor - Tax Specialist
Financial Counselor - Tax SpecialistMSA • Toledo, OH, US
Financial Counselor - Tax Specialist

Financial Counselor - Tax Specialist

MSA • Toledo, OH, US
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My Secure Advantage

We exist to equip and empower people to take charge of their financial future.

About Us

MSA 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 counseling to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100. On average we see our members :

  • Crush $4,928 in debt
  • Boost credit scores by 54pts
  • Add $6,328 in emergency savings accounts
  • Swell retirement savings by more than 4.4% per year
  • Rescue $890 in monthly discretionary income

About The Role

This is not a sales position; our financial counselors host pre-scheduled appointments with members. We're searching for financial professionals who have a passion for helping people achieve their financial goals. We provide full-spectrum financial counseling and education, and we are specifically interested in CPAs or Enrolled Agents to guide members through tax planning. We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool of financial counselors, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families. Our financial counselors 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.

This Might Be A Good Fit For You If

  • You can put anxious members at ease over the phone
  • You care about building vibrant and encouraging relationships with members
  • Your deep conviction in the benefits of financial counseling compels you to lead clients to invest in an ongoing relationship
  • You have a knack for making financial concepts easy to understand
  • You research complex issues to develop innovative strategies
  • You have masterful verbal and written communication skills
  • You enjoy fast pace, can multi-task, and take detailed notes
  • Flexible and available to work a varied schedule from Monday to Friday between 4 : 00 am and 7 : 00 pm PT, with availability to work one weekend a month.

    • What You Bring To The Table

  • 4-year degree from an accredited institution (or equivalent experience) as well as 2+ years experience in consumer finance or tax work (mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, tax structuring and planning, etc.)
  • Enrolled Agent, CPA, Tax Agent, or comparable certifications (preferred)
  • Previous military experience or experience supporting military service members (preferred)
  • Proven track record persuading clients to engage in value-added services and solutions
  • Motivational skills to inspire behavioral change around personal financial habits
  • Superlative listening skills that lead you to empathy and understanding
  • A high level of skill and comfort with technology
  • An openness to a culture of continuous development and improvement
  • A passion for helping people in need
  • Alignment with MSA's values of Integrity, Compassion, Optimism, Growth, and Impact
  • Due to the nature of the contract we are hiring for, U.S. Citizenship is required for this specific role.
  • Ability to travel on occasion may be required.

    • Here's What We Offer Our Team Members

  • A 100% remote, work-from-home opportunity
  • Salary ranges from $80,000 - $95,000, depending on experience
  • Free access to our transformational MSA Financial Coaching
  • Medical, Dental, Vision, Life, and 401(k)
  • Thriving remote team culture

    • Additional Acknowledgments and Agreements

    In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called "the Company"), I agree that :

  • Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner / Managing Member of the Company. Both the applicant / hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise their benefits, policies and procedures and such changes may include reduction in benefits.
  • I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resum. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies both now, and in the case that I become employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, and hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.
  • I understand that, in connection with the routine processing of my employment application, the Company will require me to submit to a drug test.
  • I understand that, in connection with the routine processing of my employment application, the Company will require me to pass a standard background check.
  • I further understand that my employment with the Company shall start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.

    • My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug free work environment. 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.

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    Financial Counselor • Toledo, OH, US

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