Tax Planner
Range
Tax Planner
Range
AI-driven wealth management with CFP guidance
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. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful.
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.
As a Tax Planner, you will be responsible for providing expert tax planning and compliance services to optimize tax strategies for clients. 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.
This role is based at any of Range's offices in McLean, New York City, or Bellevue. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.
Complete and file income tax returns for individuals (federal and state)
Conduct Tax Research - stay up to date with laws and evolving tax regulations 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 effectively and discuss tax planning and tax return results with members
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.
Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities
Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
Time management. Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
Software proficiency. Able to use LaCerte, Proconnect, Google Workspace
Education. Bachelor’s degree in accounting, finance or related field.
Base salary range: $100,000 – $200,000
This is the base salary range we expect in good faith to pay for this role at the time of posting. Where an offer lands within the range depends on the scope and complexity of work the candidate can own independently and demonstrated depth at this level.
The range above reflects base salary only. Our offer packages also include equity in the form of stock options, so total compensation for this role will exceed the base salary range.
We do not ask for or consider salary history. You are welcome to ask questions about compensation at any point in the process.
Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
In-person team & company events
Range is proud to be an equal opportunity workplace. 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. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
Range.com provides a unified wealth management platform that combines AI-driven financial planning with the guidance of Certified Financial Planners. It serves individuals who want help with investments, taxes, cash flow, and estate planning. The product works by using proprietary AI to pull in real-time financial data and generate personalized advice, while CFPs offer human expertise. Clients access the service through a subscription that covers the platform and advisory support, with optional premium services. Range.com stands out by pairing advanced AI planning with human financial guidance in a single, easy-to-use platform, rather than offering separate tools or consulting. Its main goal is to simplify financial management by consolidating all financial needs into one place, helping clients manage their money more efficiently and make informed decisions.
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