Senior Tax Planner

The role

You will provide expert tax planning and compliance services to optimize tax strategies for clients. You will collaborate with Certified Financial Planners to devise tax strategies and manage ongoing tax compliance work.

What you will do

• Create comprehensive income tax projections for members.
• Develop detailed tax projections to estimate future tax obligations.
• Construct various tax scenarios to illustrate the impact of financial decisions.
• Identify instances of under-withholding or over-withholding and provide guidance on adjusting Form W-4.
• Assist clients in determining the need for and calculating quarterly estimated tax payments.
• Advise clients on IRS Safe Harbor rules for quarterly estimated tax payments.
• Develop and implement tax strategies to minimize tax liabilities and maximize tax benefits.
• Analyze household data to identify opportunities for tax optimization and cost savings.
• Conduct thorough reviews of individual tax returns.
• Ensure accuracy and compliance of tax returns with applicable laws and regulations.

Required qualifications

• Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent demonstrated tax expertise.
• Minimum of 7+ years of experience in tax planning and tax return review.
• In-depth knowledge of federal, state, and local tax laws and regulations in the areas of individual taxation, estates, gifts and trusts, and passive investments.
• Proficiency in existing tax software such as leading tax planning and financial analysis tools.
• Excellent written and verbal communication skills.
• High level of attention to detail and accuracy in tax planning and review processes.
• Ability to work effectively in a team environment and collaborate with cross-functional teams.

Nice to have

• Additional certifications
• Desire to obtain additional certifications

Benefits

• Medical, dental and vision coverage
• 401k plan
• Technology allowance
• PTO
• Top of Market Pay
• Paid parental leave
• In-person team & company events

Before you apply

• Willingness to relocate is a contingency for employment if not currently located in McLean, VA, New York City, or Seattle.

About the company

Range is building AI-powered wealth management including investments, taxes, retirement, and estate planning. The company is backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more.