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About the Role:

  • LearnLux is seeking a full-time CPA or Enrolled Agent for a tax guidance role, not a financial planning role.
  • The ideal candidate has experience filing returns for clients with complex, high-value equity compensation.
  • This role is remote within the US and reports to the Director of Financial Planning.

Responsibilities:

  • Review and offer guidance on individual tax returns for clients with ISOs, NSOs, RSUs, and AMT considerations.
  • Advise on tax implications of equity events and handle multi-state and high net worth filings.
  • Partner with the CFP team and own the tax prep workflow end to end.

Requirements:

  • Active CPA or EA license and a minimum of 4 years preparing complex individual tax returns with equity compensation.
  • Experience with high net worth clients and comfort with tech/startup backgrounds.
  • Ability to communicate complex tax concepts in plain language and work independently in a remote environment.

Benefits:

  • Remote-first structure, medical, dental, vision, 401(k), and mental wellbeing support.
  • Paid vacation, sick leave, and a paid sabbatical after 5 years of service.
  • A supportive, inclusive culture with opportunities for continuous learning and growth.

LearnLux

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.

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