Certified Financial Planner - Tax Specialist

Overview

A financial wellbeing organization is seeking a full-time dual Certified Financial Planner® (CFP®) and licensed Tax Specialist to join their growing team. This role involves providing unbiased, holistic financial and tax guidance to employees through a digital platform combined with one-on-one support. The position is fully remote within the United States and reports to the Director of Financial Planning.

Responsibilities

• Provide financial planning coverage during various shifts from 7 AM to 11 PM ET Monday through Friday, and 9 AM to 4 PM ET on Saturdays.
• Engage with clients remotely via video, chat, and email to advise on budgeting, student loans, retirement readiness, equity compensation, debt management, taxes, and other financial topics.
• Apply the organization's financial planning methodology to help clients adapt to changing financial environments.
• Participate in weekly team meetings to contribute subject matter expertise and improve the digital financial planning experience.
• Develop expertise in clients’ benefit plans to support them during open enrollment periods.
• Collaborate with the content team to create, review, and approve educational materials such as outlines, lessons, and videos for the digital platform.
• Design and lead engagement campaigns for employer partners, including digital webinars and occasional on-site events.

Requirements

• Certified Financial Planner® (CFP®) designation required.
• CPA® or Enrolled Agent (EA) designation required.
• Passion for educating individuals to take control of their financial futures.
• Ability to multitask, prioritize work, and take direction from multiple team members.
• Experience with company equity plans such as ISOs, RSUs, and ESPPs.
• Demonstrated initiative and ability to execute independently.
• Broad experience in personal finance areas including retirement, equity compensation, investments, budgeting, debt management, student loans, cash flow planning, digital currencies, estate planning, insurance, and taxes.

Preferred Qualifications

• Certification in Credit Counseling.
• Additional relevant certifications.
• Experience working in startups and/or fintech environments.
• Bilingual skills, especially Spanish.
• Experience creating presentations and delivering them to large audiences virtually or in person.
• Availability to work occasional evenings and Saturdays.
• Ability to travel occasionally for on-site events.

Compensation & Benefits

• Salary range: $90,000 - $130,000 USD, commensurate with experience and local cost of labor.
• Remote-first work environment.
• Medical, dental, and vision insurance.
• 401(k) retirement plan.
• Mental wellbeing support.
• Financial wellbeing resources.
• Paid vacation and sick leave.
• Paid sabbatical after five years of service.
• Supportive and inclusive team culture.
• Opportunities for continuous learning and growth in a fast-growing startup at the intersection of financial wellness and technology.

Location

• This is a 100% remote position within the United States.

Equal Opportunity Statement

The organization is committed to fostering an inclusive workplace and values diverse perspectives. Candidates from underrepresented groups, including women, people of color, LGBTQIA+ individuals, and other minority or marginalized groups, are strongly encouraged to apply. The employer does not discriminate based on race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.