Tax Planner

We are seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return review to join our dynamic team. If you are an individual tax planning expert with an interest in fintech, we want to hear from you.

As a Tax Planner, you will be responsible for providing expert tax planning and compliance services to optimize tax strategies for clients. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.

This role is based at any of Range's offices in McLean, New York City, or Bellevue. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.

Complete and file income tax returns for individuals (federal and state)

Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools

Create process flow and monitor tax return milestones with external Tax Preparation Partners

Manage client files, organize workpapers and lead sheets

Communicate effectively and discuss tax planning and tax return results with members

Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required. Additional certifications, or desire to obtain additional certifications are a plus.

Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting

Time management. Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development

Software proficiency. Able to use LaCerte, Proconnect, Google Workspace

Education. Bachelor’s degree in accounting, finance or related field.