Backed by Sorenson Capital.
About the role
LearnLux is a full time CPA or Enrolled Agent. This is a tax guidance role, not a financial planning role. We are looking for someone with real experience filing returns for people with complex, high value equity compensation.
What they're looking for
- Review and offer guidance on individual tax returns for clients with complex equity compensation, including ISOs, NSOs, RSUs, and AMT considerations
- Advise on tax implications of equity events like exercises, vesting, and sales, and flag planning opportunities before deadlines pass
- Partner with our CFP® team so tax positions and financial plans are coordinated for each client
- Guide individuals on tax efficient giving and investing strategies
- Help build and refine our internal Tax Pro processes and documentation as the service scales
- Stay current on tax law changes that affect equity compensation, AMT, and high net worth filings
More about this role
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 and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.
We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment.
We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey.
LearnLux is a full time CPA or Enrolled Agent....
Read the full posting on LearnLux Financial Wellbeing's site ↗
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