Tax Planner

Range • New York, NY

4d • Onsite

About The Position

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.

Requirements

• 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.

Responsibilities

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level