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LearnLux
LearnLux
2 open remote positions
LearnLux is the leading global provider of workplace financial wellbeing, offering fiduciary digital planning and access to Certified Financial Planner™ professionals. We are a venture-backed Series B company serving large global companies, with a culture that values high quality, ownership, and solving new problems.
Benefits Overview
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Open Positions
Provide remote financial guidance to employees across the Nordic region, focusing on high-net-worth clients. Advise on complex topics like concentrated stock positions, cross-border tax exposure, and wealth transfer. Support client engagement through webinars, benefit enrollment, and content creation.
Financial Planning
Estate Planning
Communication
Review and offer guidance on individual tax returns for clients with complex equity compensation, including ISOs, NSOs, RSUs, and AMT considerations. Advise on tax implications of equity events like exercises, vesting, and sales, and flag planning opportunities before deadlines pass. Partner with the CFP® team to coordinate tax positions and financial plans, and own the tax prep workflow end to end.
CPA
Tax
Financial Planning