LearnLux

3 open remote positions

LearnLux is a leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ professionals. The company is venture-backed with over $35M raised and is a growth-focused business with a fast-paced, ownership-driven culture.

Salary Distribution 1 of 3 jobs

Benefits Overview 3 of 3 jobs

401(k) (3) Dental (3) Medical (3) Vision (3) Financial Wellbeing (2) Mental Wellbeing (2) Paid Sabbatical (2) Mental Health (1) PTO (1) Paid Vacation (1) Remote (1) Sabbatical (1) Sick Leave (1)

Open Positions

Senior Tax Advisor (CPA or EA)

United States

  • 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.

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Consultant Relations - Eastern Region

US

  • Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships.
  • Develop a deep understanding of LearnLux's product and value proposition to educate consultants effectively.
  • Serve as a feedback loop to internal teams and collaborate with sales to support strategic plans and prospecting efforts.

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