Learnlux
Senior Tax Advisor (CPA or EA)
United States - Remote. Posted 2 months ago
The role
You will provide tax guidance to clients with complex equity compensation. You will review individual tax returns and advise on tax implications of equity events while partnering with the CFP team.
What you will do
- Review and offer guidance on individual tax returns for clients with complex equity compensation
- Advise on tax implications of equity events like exercises, vesting, and sales
- Partner with the CFP team to coordinate tax positions and financial plans
- Guide individuals on tax efficient giving and investing strategies
- Help build and refine internal Tax Pro processes and documentation
- Stay current on tax law changes affecting equity compensation, AMT, and high net worth filings
Required qualifications
- Active CPA or Enrolled Agent (EA) license
- Minimum of 4 years preparing complex individual tax returns with meaningful equity compensation
- Direct experience with high net worth clients
- Comfort working with clients from tech and startup backgrounds
- Ability to communicate complex tax concepts in plain language to non-expert clients
- Strong attention to detail and ownership over accuracy and deadlines
- Ability to work independently in a remote, fast-moving startup environment
Nice to have
- Prior experience at a Big 4 or national accounting firm
- Experience at a tech company, fintech, or a firm that serves tech employees and founders
- Familiarity with QSBS, 83(b) elections, or 10b5-1 plans
- Experience with multi-state returns for remote or relocating employees
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 access to one-on-one guidance from Certified Financial Planner professionals. It is a venture-backed, growth-focused business.