Tax Planner

Range

New York, NY

On-site

Who this role is best for

Tax professionals with individual tax planning experience and fintech interest will find this role in a fast-growing, collaborative environment.

Best fit for

Candidates with 2+ years of individual tax compliance experience and a CPA or EA certification
— “Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning”
Individuals who can combine tax strategy with process-building and project management skills
— “Create process flow and monitor tax return milestones with external Tax Preparation Partners”
Professionals comfortable with both regulatory adherence and client communication
— “Communicate effectively and discuss tax planning and tax return results with members”

Things to consider

Relocation may be required if not based in McLean, New York City, or Bellevue
— “If you are not currently located in this area, your willingness to relocate will be a contingency for employment”
The role involves managing complex individual tax scenarios and external partnerships
— “Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters”

How to stand out

Highlight experience with complex individual tax scenarios and tax research tools on your resume
— “Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools”
Emphasize your ability to manage tax compliance independently and meet deadlines
— “Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates”
Showcase software proficiency in LaCerte, Proconnect, and Google Workspace
— “Able to use LaCerte, Proconnect, Google Workspace”

Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Individual

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

What success looks like

optimize tax strategies for clients
manage ongoing tax compliance work for members
communicate effectively with clients

Typical background

2+ years of experience in tax compliance, tax preparation or similar role

Skills & requirements

Required

Tax PlanningTax ComplianceTax ResearchTax Return PreparationTime ManagementSoftware ProficiencyCommunication

Preferred

Additional CertificationsComplex Tax Situations

Stack & domain

Tax PlanningTax ComplianceTax PreparationTax ResearchTax Return ReviewProcess FlowClient FilesWorkpapersTax Return MilestonesTax Filing DatesTax Planning And Tax Return ResultsLacerteProconnectGoogle WorkspaceAccountingFinanceCommunicationTime ManagementSoftware ProficiencyEducationCPAEAJD

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.
COMPENSATION
Base salary range: $100,000 – $200,000
This is the base salary range we expect in good faith to pay for this role at the time of posting. Where an offer lands within the range depends on the scope and complexity of work the candidate can own independently and demonstrated depth at this level.
OTHER COMPENSATION AND BENEFITS
The range above reflects base salary only. Our offer packages also include equity in the form of stock options, so total compensation for this role will exceed the base salary range.
We do not ask for or consider salary history. You are welcome to ask questions about compensation at any point in the process.
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)