Senior Tax Advisor – CPA, EA

🕒 September 14

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 14%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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LearnLux Financial Wellbeing

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• 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 the CFP® team so tax positions and financial plans are coordinated for each client • Own the Tax Pro service tax prep workflow end to end, from document collection through filing • Help build and refine internal Tax Pro processes and documentation as the service scales • Stay current on tax law changes affecting equity compensation, AMT, and high net worth filings

🎯 Requirements

• 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 • 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

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