About LearnLux
LearnLux is a workplace financial wellbeing company that combines fiduciary digital financial planning with one-on-one guidance from Certified Financial Planner™ professionals.
Its program helps employees navigate important financial decisions, including budgeting, benefits elections, equity compensation, home buying and retirement.
LearnLux also provides reporting that helps employer partners understand the impact of financial wellbeing programs, including outcomes related to financial stress, productivity and employee retention.
The company is venture-backed, has raised more than $35 million to date and is supported by experienced investors and long-term partners. LearnLux is focused on building and scaling its financial wellbeing platform.
Role Overview
LearnLux is seeking a Senior Tax Advisor who is a CPA or Enrolled Agent (EA) to join its remote US team.
Job Title: Senior Tax Advisor (CPA or EA)
Company: LearnLux
Job Location: United States – Remote
Experience: Minimum 4 years preparing complex individual tax returns with meaningful equity compensation
Required Qualification: Active CPA or Enrolled Agent (EA) license
Salary: Not specified
Closing Date: Not specified. Apply Early
This is a tax guidance role rather than a financial planning position. The successful candidate will need substantial experience preparing complex individual tax returns, particularly for clients with significant equity compensation.
LearnLux’s clients may hold ISOs, NSOs and RSUs, often through pre-IPO or recently public companies. Their tax situations may also involve Alternative Minimum Tax (AMT), multi-state filings and other high-net-worth considerations.
The Senior Tax Advisor will provide tax guidance and work closely with LearnLux’s CFP® team to ensure that tax strategy and financial planning remain coordinated for clients.
Key Responsibilities
Tax Return Guidance
- Review and provide guidance on individual tax returns for clients with complex equity compensation.
- Work with tax situations involving ISOs, NSOs, RSUs and AMT considerations.
- Advise clients on tax implications associated with equity exercises, vesting and sales.
- Identify tax planning opportunities before important deadlines pass.
- Handle multi-state and high-net-worth tax filings.
Client Advisory
- Work directly with clients who have complex tax circumstances.
- Support individuals and households whose net worth or equity holdings exceed typical mass-market thresholds.
- Explain complex tax concepts clearly to clients without specialist tax knowledge.
- Provide guidance to clients from technology and startup backgrounds, including those holding pre-IPO equity.
Tax Pro Service
- Own the Tax Pro preparation workflow from document collection through filing.
- Help develop and refine internal Tax Pro processes and documentation as the service expands.
- Maintain a high level of accuracy and attention to detail throughout the tax preparation process.
Collaboration and Tax Knowledge
- Partner closely with the CFP® team to coordinate tax positions with clients’ broader financial plans.
- Stay current with tax law changes affecting equity compensation, AMT and high-net-worth tax filings.
- Contribute to improving the quality and scalability of LearnLux’s tax guidance services.
Candidate Requirements
Applicants should have:
- An active CPA or Enrolled Agent (EA) license.
- At least 4 years of experience preparing complex individual tax returns with meaningful equity compensation.
- Direct experience working with high-net-worth clients.
- Experience with individuals or households whose financial circumstances exceed typical mass-market thresholds.
- Experience supporting clients from technology and startup backgrounds.
- Familiarity with pre-IPO equity situations.
- The ability to explain complex tax concepts in straightforward language.
- Strong attention to detail.
- A strong commitment to accuracy and meeting deadlines.
- The ability to work independently in a remote and fast-moving startup environment.
Preferred Qualifications
Additional experience that would be beneficial includes:
- Previous experience with a Big 4 or national accounting firm.
- Experience working at a technology company, fintech company or firm serving technology employees and founders.
- Familiarity with QSBS, 83(b) elections or 10b5-1 plans.
- Experience preparing multi-state returns for remote or relocating employees.
What LearnLux Looks For
LearnLux seeks people who are comfortable working in a fast-moving environment where priorities and responsibilities can evolve.
Successful candidates are expected to:
- Take ownership and initiative.
- Work effectively in situations where not every answer is immediately clear.
- Be comfortable wearing multiple hats.
- Take responsibility for work from start to finish.
- Maintain high standards for quality and accuracy.
- Continuously look for ways to improve processes and outcomes.
- Communicate clearly and proactively in a remote working environment.
- Collaborate effectively with colleagues across different functions.
Benefits
LearnLux offers:
- Remote-first working structure.
- Medical, dental and vision coverage.
- 401(k).
- Mental wellbeing support through Talkspace.
- Financial wellbeing support through LearnLux.
- Paid vacation and sick leave.
- Paid sabbatical after five years of service.
- Supportive and inclusive team culture.
- Opportunities for continuous learning and professional growth.
Employees will have the opportunity to work within a growing company operating at the intersection of financial wellbeing and technology.
Diversity and Inclusion
LearnLux is committed to creating an inclusive workplace and values different perspectives and experiences.
The company encourages applications from people from a variety of backgrounds and states that it does not discriminate based on race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability or veteran status.
Candidates who are interested in the position but are unsure whether they meet every requirement are encouraged to apply and explain their interest in the role.
How to Apply
Interested candidates should apply through the LearnLux recruitment process for the Senior Tax Advisor (CPA or EA) position.
Candidates should highlight their experience with complex individual tax returns, equity compensation, high-net-worth clients and relevant tax matters such as AMT and multi-state filings.
Application deadline: Not specified. Apply Early
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