Certified Financial Planner - Tax Specialist (CPA)

The Role

Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial and tax guidance.

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.

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

• 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

LearnLux is a fit for you if you

• Thrive in fast-moving environments and enjoy building in moments of change
• Like wearing multiple hats and helping define the path forward
• Take initiative and don’t wait to be asked
• Are energized by ambiguity and willing to make decisions with imperfect information
• Enjoy being hands-on and owning work end to end
• Are motivated by high standards and continuous improvement
• Value clear, frequent communication and collaboration

Benefits

• Remote-first company structure
• 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 at a fast-growing startup at the cutting edge intersection of financial wellness and technology

Closing

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. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!