Senior Tax Associate

The role

This person will serve as a communication hub between clients and preparers by answering tax questions and gathering required documents. They will manage client files and monitor tax return milestones with external partners.

What you will do

• Serve as the first point of contact for client questions related to their individual tax returns
• Answer client questions about tax topics, required documents, filing status, deductions, credits, and refund or balance-due outcomes
• Contact clients to request missing or additional documentation needed to complete their return
• Create process flow and monitor tax return milestones with external Tax Preparation Partners
• Manage client files, organize workpapers and lead sheets

Required qualifications

• Minimum of 2+ years of experience in tax compliance, tax preparation or similar role
• Knowledge of complex individual tax situations including Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
• Effective time management skills to prioritize multiple clients and manage deadlines
• Proficiency in LaCerte, Proconnect, Google Workspace
• Bachelor’s degree in accounting, finance or related field

Benefits

• 100% employer-covered medical insurance for employees (75% for dependents)
• Dental and vision coverage
• 401(k) retirement savings program
• Paid Time Off and most federal holidays
• Comprehensive parental leave policy
• Select meals covered throughout the week
• Monthly movement stipend
• Early exercise eligibility
• Professional development focus
• Full access to cutting-edge AI tools
• Annual compensation reviews for salary and equity
• Boomerang Program allowing a 6 month spot hold after two years

About the company

Range is creating AI-powered solutions to eliminate financial complexity for members. They provide an integrated platform for investments, taxes, retirement planning, and estate management.