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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 2026-11-14
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.
As a Tax Planner (CPA/EA) - Fin Tech Wealth Planning, you will play an important part at Range in New York, NY, United States. Take a moment to read everything above and see whether this role is right for you. This posting is for the Tax Planner (CPA/EA) - Fin Tech Wealth Planning role at Range, based in New York, NY, United States.
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