Certified Financial Planner - Tax Specialist (CPA)
Learnlux · Remote
The role
LearnLux is hiring a remote Certified Financial Planner and Tax Specialist (CFP and CPA/EA required) to provide holistic financial and tax guidance to employees. Responsibilities include remote client meetings, advising on financial topics, and supporting employer partners.
- Location
- Remote
- Work mode
- Remote
What we know that the posting doesn’t say
- Seen todaystill listed on the employer’s careers page
- Posted 66 days agothe first time we saw it
Key skills
- cfp
- cpa
- enrolled agent
- company equity
- retirement planning
- equity compensation
- investments
- budgeting
- debt management
- student loans
- cash flow planning
- digital currencies
- estate planning
- insurance
- taxes
- credit counseling
- startup experience
- fintech
- bilingual spanish
- presentation skills
About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting a…
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