Certified Financial Planner - Tax Specialist (CPA)

The role

You will provide unbiased, holistic financial and tax guidance to employees using the LearnLux digital experience. You will also create content, design engagement campaigns, and advise on the LearnLux methodology.

What you will do

• Meet and engage with clients remotely over video, chat and email
• Advise on the LearnLux methodology
• Participate in weekly team meetings
• Become an expert on client benefit plans
• Work with the content team to create and review digital platform content
• Design and lead engagement campaigns like digital webinars and occasional on-site events

Required qualifications

• CFP® designation required
• CPA® or Enrolled Agent (EA) designation required
• Passion for educating individuals to take control and invest in their financial future
• 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, insu

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
• Availability to work occasional evenings and Saturday’s
• Ability to occasionally travel to on-site events

Benefits

• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• A supportive, inclusive team culture
• Opportunities for continuous learning and growth

About the company

LearnLux is a provider of workplace financial wellbeing that blends fiduciary digital planning with one-on-one guidance from professionals. It is a venture-backed, growth-focused business.