Certified Financial Planner - Tax Specialist

📋 Description

• Provide unbiased financial and tax guidance to employees remotely.
• Meet with clients via video, chat, and email.
• Advise on LearnLux methodology amid changing financial trends.
• Participate in weekly team meetings to improve the digital experience.
• Become expert on client benefit plans for open enrollment.
• Collaborate with content team to create and review platform lessons.
• Design and lead engagement campaigns for employer partners.

🎯 Requirements

• CFP designation required
• CPA or Enrolled Agent designation required
• Passion for educating individuals to take control of their financial future
• Ability to multitask and prioritize from multiple teams
• Experience with equity compensation (ISO, RSU, ESPP)
• Take initiative and execute
• Experience in retirement planning, equity compensation, budgeting, taxes

🎁 Benefits

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