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CPA or Enrolled Agent at LearnLux - ApplyBlast

CPA or Enrolled Agent

LearnLux

1 month ago

Remote

Full Time

Medior

3 applicants

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About this role

LearnLux is seeking a full-time CPA or Enrolled Agent to provide tax guidance for clients with complex, high-value equity compensation. This remote role involves reviewing individual tax returns, advising on tax implications of equity events, and coordinating with the CFP team to ensure aligned tax and financial planning strategies. The position requires managing the end-to-end tax prep workflow and staying current on relevant tax law changes.

Responsibilities

Review and guide clients on individual tax returns with complex equity compensation
Advise on tax implications of equity events and flag planning opportunities
Handle multi-state and high net worth tax filings for clients

Skills

Qualifications

CPAEnrolled Agent (EA)

About LearnLux

learnlux.com

Headquarters

Boston, Massachusetts, United States

Company Size

51-200 employees

Founded

2014

View Profile

LearnLux is an employer-focused financial wellbeing platform that delivers personalized financial education, planning tools, and coaching to help employees build and maintain financial plans. Its product combines interactive learning, budgeting and retirement planning tools, and guided resources for debt, student loans, and benefits optimization. Employers and benefits teams use LearnLux to integrate financial wellness into their programs, drive employee engagement, and access analytics that measure outcomes like stress reduction, savings behavior, and retention.