Tax Planner

McLean, VA. Posted a month ago

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 implement strategies and manage ongoing tax compliance work.

What you will do

Complete and file income tax returns for individuals (federal and state)
Conduct Tax Research 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 and discuss tax planning and tax return results with members

Required qualifications

Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise
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
Time management skills to prioritize multiple clients and manage deadlines
Software proficiency in LaCerte, Proconnect, Google Workspace
Bachelor’s degree in accounting, finance or related field

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 the area

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.