Senior Tax Planner

Job Overview

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 Planning Specialist, 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 Range’s Headquarters in McLean, VA, New York City, or our Seattle based office. Employees hired for this position will work in office Monday‑Friday. If you are not currently located in one of these areas, your willingness to relocate will be a contingency for employment.

• Create comprehensive income tax projections for Range members.
• Develop and implement strategic tax planning to minimize liabilities and maximize benefits.
• Conduct thorough reviews of individual tax returns prepared by internal teams or external advisors.
• Ensure accuracy and compliance with applicable laws and regulations.
• Maintain detailed tax records and documentation to support tax planning positions and audits.
• Submit tax returns to relevant tax authorities and resolve issues that arise.
• Assist with tax audits and inquiries from tax authorities.
• Recommend and implement process improvements for tax return preparation and review.

• Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent demonstrated tax expertise required.
• Minimum 7+ years of experience in tax planning and tax return review.
• In-depth knowledge of federal, state, and local tax laws and regulations in individual taxation, estates, gifts and trusts, and passive investments.
• Proficiency in existing tax software such as leading tax planning and financial analysis tools.
• Excellent written and verbal communication skills; ability to explain tax concepts to non‑experts.
• High level of attention to detail and accuracy.
• Ability to work effectively in a team environment and collaborate with cross‑functional teams.

• Comprehensive health coverage: medical, dental and vision.
• 401(k) plan.
• Technology allowance.
• PTO.
• Top of market pay.
• Paid parental leave.
• In‑person team and 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.