Money Coach - Tax Team Lead

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Money Coach – Tax Team Lead based in the United States.

In this leadership role, you will guide a team of tax-focused financial coaches, helping them deliver personalized, high-quality guidance that improves members' financial well-being. You will combine people management, operational oversight, and data-driven decision-making to ensure consistent service delivery and measurable results. Alongside leading the team, you will coach members directly for up to 40% of your time, maintaining a strong connection to their needs and challenges. You will develop coaching talent, optimize workflows, and ensure contractual service levels and reporting requirements are consistently met. By analyzing performance metrics and identifying opportunities for improvement, you will strengthen team effectiveness and enhance the overall member experience. This is an opportunity to make a meaningful impact in financial wellness while building a high-performing team in a flexible, collaborative environment.

Accountabilities:
- Lead and develop the coaching team: Recruit, onboard, train, and mentor tax-focused Money Coaches. Establish clear performance expectations, provide constructive feedback, recognize achievements, and foster a culture of continuous learning and accountability.

- Oversee operations and service delivery: Translate strategic priorities into actionable operating plans and implement efficient coaching processes that balance accessibility, service quality, and effective resource allocation. Ensure contractual service-level commitments and reporting deadlines are consistently achieved.

- Drive performance through data: Prepare team performance and contract reports, analyze coaching metrics, identify trends and performance gaps, and translate insights into practical improvements in training, coaching methods, and operational processes.

- Enhance the member experience: Collaborate with internal teams and external partners to improve member engagement, support financial progress, and strengthen the overall coaching experience. Gather success stories that demonstrate program impact and value to sponsors.

- Provide direct financial coaching: Spend up to 40% of your time coaching members on tax-related questions, financial habits, and strategies to reduce financial stress and make the most of available benefits. Maintain high member satisfaction and deliver measurable outcomes.

- Manage escalations and complex situations: Handle challenging member interactions with empathy, professionalism, and sound judgment. Resolve complex concerns, de-escalate difficult conversations, and maintain established service and quality standards.

- Deliver measurable results: Build a cohesive, high-performing team, ensure consistent coaching quality, meet contractual commitments, and use performance data to drive continuous improvement and demonstrate the impact of financial wellness initiatives.

Requirements:

- Education: Bachelor's degree in business, finance, psychology, or a related field.

- Tax expertise: At least five years of professional tax experience, with a strong understanding of individual taxation and the ability to address members' tax-related needs.

- Leadership experience: At least three years of experience managing teams in coaching, counseling, financial services, customer success, or a related field, with demonstrated success in developing talent and improving performance.

- Financial coaching knowledge: Strong understanding of personal finance, behavioral economics, financial wellness, and behavior-change principles, with a proven track record of helping individuals achieve measurable improvements in their financial well-being.

- Technology and analytics: Experience using coaching platforms, customer relationship management (CRM) systems, and performance analytics tools to monitor results, manage workflows, and inform decisions.

- Operational and analytical skills: Ability to establish effective processes, interpret performance data, identify improvement opportunities, and balance operational efficiency with a high-quality member experience.

- Communication and interpersonal skills: Strong coaching, mentoring, and communication abilities, combined with empathy, sound judgment, problem-solving skills, and the ability to manage escalations professionally.

- Security clearance: Ability to meet the Government Tier 2 Public Trust requirement.

- Preferred qualifications: Enrolled Agent (EA) or Certified Public Accountant (CPA) designation; a financial counseling or coaching certification; and prior military service or experience supporting military service members and their families.

Benefits:

- Competitive compensation: Annual salary ranging from $75,000 to $90,000, depending on qualifications and experience.

- 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 team development and service delivery.

- Professional growth: Opportunities to strengthen leadership, tax coaching, operational management, and data-driven decision-making skills.

- Meaningful impact: The opportunity to improve financial confidence, reduce financial stress, and help individuals and families make progress toward their financial goals.

- Collaborative environment: Work alongside cross-functional teams and program partners to enhance coaching quality, member engagement, and measurable outcomes.