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Remote CFP & Tax Specialist | Personal Finance Expert

Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listing for: Socket.dev
Full Time, Remote/Work from Home position
Listed on 2026-09-25
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Advisor / Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 120000 - 170000 USD Yearly USD 120000.00 170000.00 YEAR
Job Description & How to Apply Below

Learn Lux is hiring a full-time Certified Financial Planner and licensed Tax Specialist to work remotely within the US. You will provide unbiased, holistic financial and tax guidance to employees, leveraging Learn Lux’s digital platform and collaborating with the content team to enhance the client experience.

This role reports to the Director of Financial Planning and requires CFP and CPA designations, plus strong experience in personal finance and equity compensation.

As a Remote CFP & Tax Specialist | Personal Finance Expert, you will play an important part  in United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Remote CFP & Tax Specialist | Personal Finance Expert role in the description above.

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