HHiring Reality
← LearnLux

Certified Financial Planner - Tax Specialist (CPA)

LearnLux
Location
United States - Remote
Posted
2 months ago
Department
Financial Planning
What they actually want (must-haves)
  • CFP® designation required
  • CPA® or Enrolled Agent (EA) designation required
  • Passion for educating individuals about financial control
  • Ability to perform several tasks concurrently and prioritize work
  • Experience with Company Equity (ISO’s, RSU’s, ESPP’s)
  • 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
Nice to have
  • Certification in Credit Counseling
  • Additional Certifications
  • Startup and/or Fintech experience
  • Bi-lingual (Spanish)
  • Experience creating presentations and presenting to large audiences virtually or in-person
What the job really is

As a Certified Financial Planner and Tax Specialist at LearnLux, you will provide remote, personalized financial and tax guidance to employees, helping them navigate various financial topics including budgeting, retirement, and taxes. You will engage with clients through video, chat, and email, participate in team meetings to enhance the digital experience, and collaborate with content teams to create educational materials. This role requires a proactive approach and the ability to manage multiple tasks in a fast-paced environment.

Benefits
  • Remote-first company structure
  • Medical, dental, and vision
  • 401(k)
  • Mental wellbeing (Talkspace)
  • Financial wellbeing (LearnLux)
  • Paid vacation and sick leave
Things to weigh
  • Role involves a high degree of client interaction and requires strong communication skills
  • Fast-paced environment may lead to evolving roles and responsibilities
  • No salary listed in the posting
Job score2.8/5
Benefits5/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency0/5

Applying to LearnLux?

See how your résumé matches this role — and tailor it from what actually gets interviews.