Tax Planner

Range
McLean, VA
On-siteCareer-pivot friendly

Who this role is best for

Aimed at mid-level tax professionals with fintech experience who can collaborate across disciplines and work in-office.

Best fit for

  • Mid-level tax professionals with experience in individual tax planning and fintech.
    — “minimum of 2+ years of experience in tax compliance, tax preparation or similar role”
  • Candidates who can manage complex tax scenarios and work with cross-functional teams.
    — “collaborate closely with our Certified Financial Planners® to devise and implement tax strategies”

Things to consider

  • Relocation to McLean, New York City, or Bellevue is required for in-office work.
    — “If you are not currently located in this area, your willingness to relocate will be a contingency for employment.”
  • The role requires managing multiple clients and adhering to strict tax filing deadlines.
    — “Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates”

How to stand out

  • Highlight experience with complex individual tax scenarios such as foreign income and real estate reporting.
    — “Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting”
  • Demonstrate familiarity with tax research tools and mention specific examples in your resume.
    — “Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools”
  • Emphasize your ability to organize client files and manage documentation processes.
    — “Manage client files, organize workpapers and lead sheets”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Optimizing tax strategies for clients
  • Managing tax return milestones
  • Staying up to date with tax regulations
Typical background
CPA or EA certificationExperience in tax compliance

Skills & requirements

Required

Tax PlanningTax ComplianceTax ResearchClient CommunicationTax Software Proficiency

Preferred

Additional Tax CertificationsTeam Leadership

Stack & domain

Tax PlanningTax ComplianceCPAEACommunicationTeamworkFinanceTax

About the role

Original posting from Range via Ashby

At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together.

We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful.

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.

Source: Range careers (Ashby)

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