Tax Planner

About the role

Range is building an AI‑powered wealth management platform and seeks a Certified Public Accountant (CPA) or Enrolled Agent (EA) to join the team as a Tax Planner. The role focuses on individual tax planning, return preparation, and collaboration with Certified Financial Planners to align tax strategies with client goals.

Key responsibilities

• Prepare and file federal and state individual income tax returns.
• Conduct tax research and stay current with evolving tax regulations.
• Create process flows and monitor tax return milestones with external preparation partners.
• Manage client files, organize workpapers and lead sheets.
• Communicate tax planning outcomes and return results to members.

Required profile

• CPA, EA, JD or equivalent tax expertise.
• Minimum 2 years of tax compliance or preparation experience.
• Experience with complex individual tax situations such as foreign income, FBAR, partnership K‑1, state tax credits, real‑estate reporting.
• Bachelor’s degree in accounting, finance or related field.

Required skills

• Proficiency with LaCerte tax software.
• Proficiency with Proconnect tax software.
• Strong use of Google Workspace tools.

What we offer

• Comprehensive health coverage (medical, dental, vision).
• 401(k) plan.
• Technology allowance.
• Paid time off (PTO) and top‑of‑market pay.
• Paid parental leave.