Certified Financial Planner - Tax Specialist (CPA) at LearnLux

Department: Financial Planning

Setup: Remote
Type: Full-time
Level: senior
Posted: Apr 18, 2026

Description

LearnLux is hiring a full-time, 100% remote Certified Financial Planner and licensed Tax Specialist to provide unbiased financial and tax guidance to employees. The role covers shifts from 7 AM to 11 PM ET Monday through Friday and 9 AM to 4 PM ET on Saturdays, includes client engagement, benefit-plan expertise, digital-content review, and employer-partner engagement campaigns, and reports to the Director of Financial Planning. Candidates must hold CFP® and CPA® or Enrolled Agent (EA) designations, have experience with company equity and multiple areas of personal finance, and be available for occasional evenings, Saturdays, and on-site events.

Required Skills

CFP®
CPA® or EA
Company Equity
Personal Finance
Tax Planning
Digital Content

Additional Information

Required Previous Experiences: Experience with company equity, including ISOs, RSUs, and ESPPs
Experience across multiple areas of personal finance, including retirement, equity compensation, investments, budgeting, debt management, student loans, cash flow planning, digital currencies, estate planning, insurance, and taxes
Preferred Qualifications: Credit counseling certification
Additional certifications
Startup or fintech experience
Bilingual Spanish
Presentation experience
Availability for occasional evenings and Saturdays
Ability to travel to on-site events
Translation Company Name: LearnLux

About LearnLux

LearnLux

Financial wellbeing

We guarantee security, privacy, and a judgment-free place to talk about money. Learn more about the LearnLux mission and promise to help every individual create a trusted financial plan.

Open roles: 21
New in 30 days: 10
Founded: 2015

Customers and case studies

See customers and case studies