[Hiring] Senior Tax Advisor @LearnLux

Role Description

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.

• Our clients hold ISOs, NSOs, and RSUs, often from pre-IPO or recently public companies, and often paired with AMT exposure, multi-state filings, and other high net worth tax situations.
• You'll give guidance on individual returns and other tax questions for this population, working closely with our CFP® team so tax strategy and financial planning stay in sync for the client.
• This role is remote within the US and reports to our Director of Financial Planning.

What you’ll do

• 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.
• Handle multi-state and high net worth filings, including clients whose net worth or equity holdings exceed typical mass-market thresholds.
• Partner with our CFP® team so tax positions and financial plans are coordinated for each client.
• Own the tax prep workflow for the Tax Pro service end to end, from document collection through filing.
• 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.

Qualifications

• Active CPA or Enrolled Agent (EA) license.
• A minimum of 4 years preparing complex individual tax returns with meaningful equity compensation.
• Direct experience with high net worth clients, including individuals or households above typical mass-market net worth thresholds.
• Comfort working with clients from tech and startup backgrounds, including pre-IPO equity situations.
• Ability to communicate complex tax concepts in plain language to non-expert clients.
• Strong attention to detail and ownership over accuracy and deadlines.
• Ability to work independently in a remote, fast-moving startup environment.

Requirements

• Prior experience at a Big 4 or national accounting firm.
• Experience at a tech company, fintech, or a firm that serves tech employees and founders.
• Familiarity with QSBS, 83(b) elections, or 10b5-1 plans.
• Experience with multi-state returns for remote or relocating employees.

Benefits

• Remote-first company structure.
• Medical, dental, and vision.
• 401(k).
• Mental wellbeing (Talkspace).
• Financial wellbeing (LearnLux).
• Paid vacation and sick leave.
• Paid sabbatical after 5 years of service.
• A supportive, inclusive team culture.
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology.

Company Description

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!