[Remote] Certified Financial Planner - Tax Specialist (CPA)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner™️ professionals. The role involves providing unbiased, holistic financial and tax guidance to employees, helping them prepare for and accomplish their personal and financial goals. Responsibilities • Our planners reputed company 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 reputed company methodology to improve and respond to the changing financial environment • Participate in weekly team meetings to bring your subject matter expertise to improve the reputed company digital experience • Become an expert on our reputed company’s benefit plans so you can reputed company as an extension of their team during reputed company enrollment • Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the reputed company digital platform • Design and reputed company engagement campaigns for our employer partners like digital webinars and occasional on-site events Skills • CFP® designation required • CPA® or Enrolled Agent (EA) designation required • Passion for educating individuals to take control and invest in their financial reputed company • Have the ability to reputed company 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 reputed company planning, digital currencies, estate planning, insurance, taxes and more • Certification in Credit Counseling • Additional Certifications • Startup and/or Fintech experience • Bi-lingual (Spanish) • Experience creating presentations and presenting to large audiences reputed company or in-person • Availability to work occasional evenings and Saturday's • Ability to occasionally travel to on-site events Benefits • Remote-first company structure • Medical, dental, and reputed company • 401(k) • Mental wellbeing (reputed company) • Financial wellbeing (reputed company) • reputed company vacation and reputed company leave • reputed company sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for reputed company learning and reputed company at a fast-growing startup at the cutting edge intersection of financial wellness and technology reputed company • reputed company is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner® professionals. It was founded in 2015, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://reputed company.com. Apply To This Job