Range Networks
Tax Planner
New York City
Sponsorship not specifiedDetected 163 days ago
AccountingTaxResearchTime Management
About the role
- 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.
- This role is based at any of Range's offices in McLean, New York City, or Bellevue.
Responsibilities
- Create process flow and monitor tax return milestones with external Tax Preparation Partners
- Manage client files, organize workpapers and lead sheets
- Time management. Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
- 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.
- As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
- 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.
- We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more.
Requirements
- Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities
- Software proficiency.
Nice to have
- 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.
Benefits
- Comprehensive health coverage: Medical, dental and vision
- Paid parental leave
- 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.
- Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps.
- Education. Bachelor's degree in accounting, finance or related field.
Equal opportunity
- equal opportunity workplace.
Visa & Work Authorization
- employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status
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