--- title: 'Certified Financial Planner - Tax Specialist (CPA) at LearnLux' canonical: 'https://feeny.ai/job/certified-financial-planner-tax-specialist-cpa-learnlux-united-states-t6zm7pkyk124' type: 'job' last_seen: '2026-09-14' --- # Certified Financial Planner - Tax Specialist (CPA) at LearnLux - **Company:** LearnLux - **Location:** United States - **Compensation:** $90k–$130k - **Work type:** remote - **Posted:** 2026-04-18 - **Last confirmed live:** 2026-09-14 - **Apply:** https://job-boards.greenhouse.io/learnlux/jobs/5193108008 ## Job description ## About LearnLux 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 - Our planners provide coverage at various shifts from 7 AM - 11 PM ET Monday through Fridays and 9 AM - 4PM ET on Saturdays - Meet and engage with clients remotely over video, chat and email to give guidance on topics like 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 client’s 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 - CFP® designation required - CPA® or Enrolled Agent (EA) designation required - Passion for educating individuals to take control and invest in their financial future - Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members - Experience with Company Equity (ISO’s, RSU’s, ESPP’s,) - Can demonstrate 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 - Bi-lingual (Spanish) - Experience creating presentations and presenting to large audiences virtually or in-person - Availability to work occasional evenings and Saturday’s - 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. - 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 - 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 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. 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! 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 ## About LearnLux ## Company Overview - **One-liner**: LearnLux provides a workplace financial wellbeing platform that blends fiduciary digital planning with unlimited one-on-one guidance from Certified Financial Planner® professionals to help employees navigate all aspects of their financial lives. - **Entity Type**: Private (Series A-III) - **Headquarters**: Boston, Massachusetts, United States - **Founded**: 2014 - **Founders**: Rebecca Liebman (CEO) and an unnamed co-founder ## Core Business - **Primary industry**: Financial Technology (Fintech) / Human Resources Services - **Target customers**: B2B — HR and benefits leaders at mid-market and enterprise companies seeking a financial wellbeing benefit for their workforce. - **Mission or purpose statement**: To improve the lives of the workforce by providing trusted, judgment-free financial guidance that helps every employee, at every financial stage, build confidence and achieve their goals. ## Products & Services - **LearnLux Financial Wellbeing Platform**: A digital platform offering interactive money management tools (cashflow calculators, retirement readiness models, budgeting tools), personalized financial plans, and on-demand educational lessons covering topics like debt paydown, emergency savings, investing, tax planning, estate planning, and benefits education. - **Unlimited 1:1 Financial Guidance**: Access to a dedicated, in-house team of fiduciary financial planners (including CFP® professionals) who provide judgment-free, personalized guidance via phone or video. Planners never sell products or earn commissions. - **Programming & Communications Toolkits**: Pre-built resources for employers to engage and educate their workforce on financial topics, including a 2026 Financial Wellbeing Calendar. - **Benefits Integration & Education**: Support for HR teams to integrate LearnLux with existing benefits (e.g., 401(k) plans, HSAs) and educate employees on their total rewards package. ## Market Standing - **Valuation**: Not publicly disclosed - **Key Metric**: Total Funding of $29.2M (per CB Insights) or $24.2M (per LinkedIn); Annual Revenue of approximately $6.2M (per LinkedIn estimate) - **Notable Investors**: Marc Benioff, Sound Ventures, Sorenson Capital, Crosslink Capital, j4.ventures, DCU FinTech Innovation Center - **Growth Signals**: - 55 employees (+41.3% YoY headcount growth) - 17 active job postings (Quarterly job posting growth of +112.5%) - Named HR.com's "Best Financial Wellness Solution" for 2026 - CEO Rebecca Liebman named to Inc. Magazine's 2026 Female Founders 500 list - Supports employers in 100+ countries and 35+ languages - Client roster includes Fifth Third Bank, New Balance, and Messer Construction Co. ## Competitive Advantages - **Fiduciary Standard & Independence**: Financial planners are entirely independent, salaried, and never sell financial products, eliminating conflicts of interest that exist with bank or record-keeper-affiliated programs. - **Holistic Approach**: Covers the full spectrum of personal finance (debt, budgeting, home buying, estate planning, etc.), not just retirement, addressing the everyday stressors that drive employee distraction and turnover. - **Global Scalability**: Supports multinational workforces across 100+ countries with locally relevant content and licensed professionals. - **Measurable Impact**: Proven outcomes — 91% of employees report improved focus at work, and 79% are more likely to stay with their employer because of the benefit. ## Strategic Focus - **Deepening Enterprise & Global Reach**: Expanding partnerships with large, multinational employers and deepening integrations with the broader HR benefits ecosystem. - **Data-Driven Innovation**: Leveraging insights from its 2026 Workplace Financial Wellbeing Report (27,000 global participants) to refine its platform and demonstrate ROI to employers. - **Product Expansion**: Continuing to build out digital tools and educational content that address emerging employee needs (e.g., earned wage access integration, caregiving costs). ## Why Work Here - **Culture**: Described as mission-driven with a focus on improving employee financial health. The company emphasizes a judgment-free, supportive approach in its product, which likely extends to its internal culture. - **Engineering & Product**: The tech stack is modern and robust (TypeScript, React, Python, Kubernetes, Google Cloud Platform, Terraform, GitHub Actions), offering engineers the chance to work on a high-impact fintech platform at scale. - **Growth & Opportunity**: With 41% YoY headcount growth and a recent surge in job postings, the company is in a rapid growth phase, offering significant career advancement potential. - **Remote/Hybrid**: The company has a distributed team across the US and several countries (Ireland, Israel, Uruguay, Netherlands, South Korea), suggesting flexible work arrangements are a core part of the operating model. - **Notable Perks**: The opportunity to work on a product that demonstrably improves people's lives, with a strong emphasis on outcomes and employee wellbeing. ## Sources 1. [learnlux.com](https://www.learnlux.com/) 2. [learnlux.com/careers](https://www.learnlux.com/careers) 3. [linkedin.com/company/learnlux](https://www.linkedin.com/company/learnlux) 4. [cbinsights.com/company/learnlux](https://www.cbinsights.com/company/learnlux) 5. 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