Tax Planner

About the Company

At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. We’re building AI-powered wealth management, integrating investments, taxes, retirement, and estate planning into one platform. We are backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners.

Responsibilities

• Complete and file income tax returns for individuals (federal and state)
• Conduct tax research to stay up to date with laws and evolving regulations
• 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

Requirements

• CPA, EA, JD, or equivalent demonstrated tax expertise
• Minimum of 2+ years of experience in tax compliance or tax preparation
• Knowledge of complex individual tax situations (Foreign income, FBAR, Partnership K1, state tax credits, real estate reporting)
• Proficiency in LaCerte, Proconnect, and Google Workspace
• Bachelor’s degree in accounting, finance, or a related field
• Ability to work onsite Monday-Friday in McLean, New York City, or Bellevue

Preferred Qualifications

• Additional professional certifications
• Interest in fintech