Certified Financial Planner - Tax Specialist (CPA)

LearnLux; Belgique; Remote; EUR 76,693 - 110,779; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k)

Paid vacation and sick leave

Paid sabbatical after 5 years

Supportive, inclusive team culture

Opportunities for continuous learning

Job summary

A leading workplace financial wellbeing provider is seeking a remote Certified Financial Planner and licensed Tax Specialist to join their team. This role focuses on delivering personalized financial guidance while supporting employees in making informed decisions about their finance. Candidates should have robust experience in personal finance domains, including budgeting and retirement. The position allows for flexibility, growth opportunities, and a strong team culture emphasizing diversity and inclusion.

Qualifications

• Certified Financial Planner® and licensed Tax Specialist required.
• Experience in personal finance areas such as budgeting, retirement, investments.
• Ability to work remotely and engage with clients over video and email.

Responsibilities

• Provide remote guidance on financial topics through various channels.
• Engage clients to help them meet their financial goals.
• Collaborate with team members to improve digital experiences.

Skills

Passion for educating individuals

Experience in multiple areas of personal finance

Ability to perform several tasks concurrently

Experience with Company Equity

Ability to take initiative

Education

Certification as a Certified Financial Planner

Licensed Tax Specialist

Job description

United States - Remote

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.

The Role

LearnLux is looking for a full‑time dual Certified Financial Planner® and licensed Tax Specialist to join our fast‑growing team. Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial and tax guidance. Your extensive financial experience and client‑first approach will help employees prepare for and accomplish their personal and financial goals.

This role is 100% remote within the US and reports to the Director of Financial Planning.

What you’ll do

• Provide coverage at various shifts from 7 AM–11 PM ET Monday through Fridays and 9 AM–4 PM ET on Saturdays
• Meet and engage with clients remotely over video, chat and email to give guidance on topics such as budgeting, student loans, retirement readiness, equity compensation, debt management, taxes and more
• Advise on the LearnLux methodology to improve and respond to the changing financial environment
• Participate in weekly team meetings to bring your subject‑matter expertise to improve the LearnLux digital experience
• Become an expert on our clients’ benefit plans so you can act as an extension of their team during open enrollment
• Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the LearnLux digital platform
• Design and lead engagement campaigns for our employer partners like digital webinars and occasional on‑site events

You should bring

• Passion for educating individuals to take control and invest in their financial future
• The ability to perform several tasks concurrently, prioritize work, and take direction from multiple team members
• Experience with Company Equity (ISO’s, RSU’s, ESPP’s)
• Ability to take initiative and execute
• Experience in multiple areas of personal Finance: retirement, equity compensation, investments, budgeting, debt management, student loans, cash‑flow planning, digital currencies, estate planning, insurance, taxes and more

It would be great if you also

• Certification in Credit Counseling
• Additional certifications
• Startup and/or fintech experience
• Experience creating presentations and presenting to large audiences virtually or in‑person
• Availability to work occasional evenings and Saturdays
• Ability to occasionally travel to on‑site events

LearnLux is a fit for you if you

• Thrive in fast‑moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.
• Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist.
• Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward.
• Enjoy being hands‑on and owning work end to end. While strategic thinking matters, execution, follow‑through, and accountability drive impact here.
• Be motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes.
• Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.

Benefits

• Remote‑first company structure
• Medical, dental, and vision
• 401(k)
• 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

Closing

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.

The pay range for this role is listed below. Individual compensation will be commensurate with the candidate’s experience and local cost of labor.

Salary Range

$90,000 – $130,000 USD