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LearnLux

Certified Financial Planner - Tax Specialist (CPA)

LearnLux · United States - Remote

Posted about 3 months ago

or apply directly on LearnLux's site. We never take the application ourselves.

Is this posting real?

This role has been open
82 days
LearnLux's roles stay open a median of 83 days
Reposted
No
Salary listed
No
0% of LearnLux's roles list one
Ghost-job risk at LearnLux
high
18 stale, 0 reposted of 18 open
Hiring momentum
28 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-25

Measured from postings appearing on and disappearing from LearnLux's own greenhouse board since 2026-08-03. Full hiring picture for LearnLux.

About this role

As a Certified Financial Planner and Tax Specialist at LearnLux, you will provide remote, personalized financial and tax guidance to employees, helping them navigate various financial topics including budgeting, retirement, and taxes. You will engage with clients through video, chat, and email, participate in team meetings to enhance the digital experience, and collaborate with content teams to create educational materials. This role requires a proactive approach and the ability to manage multiple tasks in a fast-paced environment.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of LearnLux as an employer.

What you need

  • CFP® designation required
  • CPA® or Enrolled Agent (EA) designation required
  • Passion for educating individuals about financial control
  • Ability to perform several tasks concurrently and prioritize work
  • Experience with Company Equity (ISO’s, RSU’s, ESPP’s)
  • Experience in multiple areas of personal finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance, taxes

Nice to have

  • Certification in Credit Counseling
  • Additional Certifications
  • Startup and/or Fintech experience
  • Bi-lingual (Spanish)
  • Experience creating presentations and presenting to large audiences virtually or in-person

What you get

  • Remote-first company structure
  • Medical, dental, and vision
  • 401(k)
  • Mental wellbeing (Talkspace)
  • Financial wellbeing (LearnLux)
  • Paid vacation and sick leave

Worth weighing

  • Role involves a high degree of client interaction and requires strong communication skills
  • Fast-paced environment may lead to evolving roles and responsibilities
  • No salary listed in the posting

Summarised from LearnLux's posting. Read the full original.

Listed by LearnLux on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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