Tax Planner

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 work papers 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.

• Comprehensive health coverage:
  Medical, dental and vision
• 401k plan
• Technology allowance
• PTO
• Top of Market Pay
• Paid parental leave
• In‑person team & company events

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign‑born residents, and veterans to apply.

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present you as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree…