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Tax Planner; CPA​/EA; FinTech Wealth Planning

Job in New York, New York County, New York, 10261, USA
Listing for: Range
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
  • Accounting
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Tax Planner (CPA/EA) - FinTech Wealth Planning
Location: New York

A leading wealth management firm is seeking a skilled Tax Planner to provide expert tax planning and compliance services. Candidates should have a CPA or EA designation and at least 2 years of experience in tax compliance. The role involves preparing individual tax returns, conducting tax research, and collaborating with Certified Financial Planners. Benefits include comprehensive health coverage, 401k plan, technology allowance, and top-market pay.

This position requires relocation to New York City or McLean offices.
Our group is growing, and we are hiring a Tax Planner (CPA/EA) - Fin Tech Wealth Planning in New York, NY, United States. We would love to welcome a new Tax Planner (CPA/EA) - Fin Tech Wealth Planning to our group in New York, NY, United States. For the Tax Planner (CPA/EA) - Fin Tech Wealth Planning position at Range, we are reviewing applications now.
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