LearnLux - Senior Tax Advisor (CPA or EA)

Remote - USA+ Equity3w ago

Remote Senior NA Fintech Accounting Financial Advisor Tax Manager CPA CFP Documentation

Responsibilities

• 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 • You should bring • You should bring • 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 • It would be great if you also • 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 • 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. • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us. • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here. • Are 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 • 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 • 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.