LearnLux

LearnLux

Certified Financial Planner - Tax Specialist (CPA)

United States - Remote · Director · Full-time

Sponsorship not specified$90k-$130kDetected 14 days ago
BudgetingCommunicationPublic Speaking

About 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.

Responsibilities

  • Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the LearnLux digital platform
  • Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
  • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.
  • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn't previously exist.
  • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here.

Requirements

  • CFP® designation required
  • CPA® or Enrolled Agent (EA) designation required

Compensation

  • $90,000 - $130,000 USD
  • The pay range for this role is listed below.

Benefits

  • Medical, dental, and vision
  • Mental wellbeing (Talkspace)
  • Financial wellbeing (LearnLux)
  • Paid vacation and sick leave
  • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
  • LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives.

Equal opportunity

  • We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team.

This listing is sourced directly from LearnLux's careers page and normalized into a canonical job model.