Certified Financial Planner - Tax Specialist

LearnLux

Remote, US
$90,000—$130,000 usd py
**
Fiduciary digital planning
Holistic financial guidance
Client-first approach
** LearnLux is seeking a Certified Financial Planner and licensed Tax Specialist to provide holistic financial and tax guidance to employees in a remote setting. The ideal candidate will possess both CFP® and CPA® or EA designations, with a passion for empowering individuals in their financial decision-making. **

Job Summary

  • Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial and tax guidance.
  • Our planners provide coverage at various shifts from 7 AM - 11 PM ET Monday through Fridays and 9 AM - 4PM ET on Saturdays.
  • LearnLux is a remote-first company structure offering medical, dental, and vision, 401(k), and mental wellbeing benefits.

Matching Summary

Match Score: 75

** LearnLux is seeking a Certified Financial Planner and licensed Tax Specialist to provide holistic financial and tax guidance to employees in a remote setting. The ideal candidate will possess both CFP® and CPA® or EA designations, with a passion for empowering individuals in their financial decision-making. **

Salary

$90,000—$130,000 USD

Skills & Requirements

Must-have

  • Fiduciary digital planning
  • Holistic financial guidance
  • Client-first approach
  • Workplace financial wellbeing

Nice-to-have

  • Startup and/or Fintech experience
  • Bi-lingual (Spanish)
  • Experience creating presentations

Key Requirements

  • CFP® designation required
  • CPA® or Enrolled Agent (EA) designation required
  • Experience with Company Equity (ISO’s, RSU’s, ESPP’s,)
  • Experience in multiple areas of personal Finance

Work Rights

Not specified

Tailored Resume

Cover Letter