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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.