Financial Counselor - Tax Specialist
4 days ago
Toledo
We exist to equip and empower people to take charge of their financial future. 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, • 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., • 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., • 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) 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.