Range
Tax Planner
Bellevue, WA
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
This listing is sourced directly from Range's careers page and normalized into a canonical job model.