LearnLux
Certified Financial Planner - Tax Specialist (CPA)
Remote role where the employee must remain based in a particular country.
United States only
Employer listed it 8 days ago · Found 11h ago
First listed 8 days ago and still open.
Salary
Not stated
Location
United States only
Timezone
US East
Contract
Full-time
Experience
Mid
Category
Finance
This employer didn't state pay. Jobs like this usually pay around $95k–$175k a year, a typical range taken from 224 mid-level finance roles on Nomaders that do state pay. It's a guide, not an offer.
Remote flexibility
Work from home
This is a remote role, but the employee must be based in United States. It is work from home rather than work from anywhere.
What the employer says
- Source listing states candidate location: "United States - Remote"
What Nomaders makes of it
- Residency required in United States
- Payroll and tax are likely handled in that country only
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
About LearnLux
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.
We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.
We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.
The Role
LearnLux is looking for a full time dual Certified Financial Planner® and licensed Tax Specialist to join our fast growing team. Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial and tax guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.
This role is 100% remote within the US and reports to the Director of Financial Planning.
What you’ll do
Our planners provide coverage at various shifts from 7 AM - 11 PM ET Monday through Fridays and 9 AM - 4PM ET on Saturdays
Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, student loans, retirement readiness, equity compensation, debt management, taxes and more
Advise on the LearnLux methodology to improve and respond to the changing financial environment
Participate in weekly team meetings to bring your subject matter expertise to improve the LearnLux digital experience
Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the LearnLux digital platform
Design and lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You should bring
CFP® designation required
CPA® or Enrolled Agent (EA) designation required
Passion for educating individuals to take control and invest in their financial future
Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
Experience with Company Equity (ISO’s, RSU’s, ESPP’s,)
Can demonstrate ability to take initiative and execute
Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance, taxes and more
It would be great if you also
Requirements
The employer hasn't listed requirements separately, they're described in the role summary above and on the original listing.
Benefits
- ·Remote-first company structure
- ·Medical, dental, and vision
- ·Mental wellbeing (Talkspace)
- ·Financial wellbeing (LearnLux)
- ·Paid vacation and sick leave
How to apply
- 1Check the flexibility label above, work from home, matches where you plan to live and work.
- 2Tailor your CV to the role at LearnLux, mentioning your remote working experience and working hours (US East).
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 11h ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
Similar roles
Other open finance roles with comparable remote rules.
Free to apply, no account needed.
Typically $95k to $175k per year · You'll be taken to the employer's careers page.