Tax Planner

Range; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

PTO

Top of Market Pay

Paid parental leave

In-person team & company events

Job summary

A leading wealth management firm is seeking a skilled Tax Planner to provide expert tax planning and compliance services. Candidates should have a CPA or EA designation and at least 2 years of experience in tax compliance. The role involves preparing individual tax returns, conducting tax research, and collaborating with Certified Financial Planners. Benefits include comprehensive health coverage, 401k plan, technology allowance, and top-market pay. This position requires relocation to New York City or McLean offices.

Qualifications

• Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required.
• Minimum of 2+ years of experience in tax compliance or preparation.
• Knowledge of complex individual tax situations including foreign income reporting.

Responsibilities

• Complete and file income tax returns for individuals.
• Conduct tax research and stay updated with evolving tax regulations.
• Manage client files and organize workpapers.

Skills

Tax compliance

Tax preparation

Time management

Software proficiency in LaCerte and Proconnect

Education

Bachelor's degree in accounting, finance or related field

Tools

LaCerte

Proconnect

Google Workspace

Job description

Range is on a mission to redefine wealth management. We harness technology to help individuals answer any question they have about their money – faster, cheaper and more accurately than any other resource in the world. If you’re looking for a traditional financial planning company, look elsewhere. Our planning team not only provides A+ service for our clients, they are helping us reinvent the industry.

We’re backed by investors including Google’s AI-fund, Gradient Ventures, Expa Ventures, Red Sea Ventures and other prominent investors who have financed and built iconic companies.

Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people!

Job Overview:

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.

What you'll do with us:

• 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

What will set you apart:

• 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.

Benefits:

• Comprehensive health coverage: Medical, dental and vision

• 401k plan

• Technology allowance

• PTO

• Top of Market Pay

• Paid parental leave

• In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.