Tax Advisor - Certified Public Accountant

March 15

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LearnLux Financial Wellbeing

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financial wellness • financial wellbeing • employee wellness • employee wellbeing • employee benefits education

51 - 200

Description

• Meet and engage with clients remotely over video, phone, chat, and email to provide guidance on various financial topics • Document and record client notes in a concise format • Send follow-up emails to ensure client understanding • Become an expert on client benefits plans to support during open enrollment

Requirements

• Must have CPA or Enrolled Agent designation • Ability to perform tasks concurrently, prioritize work, and take direction from multiple team members • Strong communication skills both orally and in writing • Ability to take initiative and execute tasks effectively

Benefits

• Part time or contract position • Opportunity to work with a fast-growing team • Work directly with clients leveraging LearnLux digital experience and personal expertise • Gain experience in personal finance guidance