Remote Otter LogoRemoteOtter

Tax Advisor/Certified Public Accountant - Remote

Posted 104 weeks ago
Finance / Legal
Part Time
US

Overview

LearnLux is on a mission to make financial guidance accessible for all, and is looking for a part-time or contract CPA to help clients achieve their personal finance goals.

In Short

  • Join a fast-growing team at LearnLux.
  • Work directly with clients to provide financial guidance.
  • Leverage the LearnLux digital experience.
  • Help employees understand their financial benefits.
  • Contribute to reducing financial stress in the workplace.
  • Be part of a multi-disciplinary team.
  • Drive your function in a seed stage startup.
  • Engage with topics like 401(k), Healthcare, and Taxes.
  • Deliver high impact for humanity and future generations.
  • Work under the COO and Lead Planners.

Requirements

  • Must be a CPA.
  • Experience in financial planning and guidance.
  • Ability to work with clients directly.
  • Strong understanding of personal finance topics.
  • Excellent communication skills.
  • Ability to work in a fast-paced environment.
  • Passion for financial wellness.
  • Experience in a startup environment is a plus.
  • Ability to leverage digital tools for client engagement.
  • Commitment to LearnLux's mission.

Benefits

  • Opportunity to work in a mission-driven company.
  • Flexible working hours.
  • Engaging and supportive team environment.
  • Impactful work that helps individuals and organizations.
  • Access to financial wellness resources.
  • Potential for growth within the company.
  • Work with leading companies and their employees.
  • Be part of a cutting-edge intersection of finance and technology.
  • Contribute to a positive workplace culture.
  • Networking opportunities with industry leaders.
LearnLux logo

LearnLux

LearnLux is a leading provider of workplace financial wellbeing solutions, combining fiduciary digital planning with personalized guidance from Certified Financial PlannerⓇ professionals. Their award-winning program empowers employees to navigate critical financial decisions, such as budgeting, debt management, benefits selection, and retirement planning. By offering advanced reporting and insights, LearnLux helps organizations reduce financial stress, enhance productivity, and improve employee retention. As a remote-first company backed by notable investors, including Sound Ventures and Salesforce CEO Marc Benioff, LearnLux is dedicated to fostering a supportive and inclusive workplace culture while promoting financial literacy and accessibility.

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