Range
Senior Tax Planner
New York City +2 · On-site · Senior · Full-time · Posted Aug 13, 2024
- Location
- New York City
Bellevue, WA
McLean, VA - Experience
- Minimum of 7+ years in tax planning and tax return review.
About the job
Provides individual tax planning, tax projection, return review, filing, and compliance services for Range members in collaboration with financial planners.
What you'll do
- Prepare tax projections and advise members on withholding, estimated payments, and tax scenarios.
- Develop individual tax strategies across areas including retirement, equity compensation, real estate, state and local taxes, international issues, and estate and gift planning.
- Review and file tax returns, maintain supporting documentation, assist with audits, and improve preparation and review processes.
What they ask for
- CPA, EA, or equivalent demonstrated tax expertise.
- In-depth knowledge of federal, state, and local tax laws and regulations covering individual taxation, estates, gifts and trusts, and passive investments.
- Proficiency with tax software and willingness to use new technology.
- Strong communication, attention to detail, and ability to collaborate across teams.
Nice to have
- Additional certifications, or desire to obtain additional certifications.
Tools
Form W-4, IRAs, Roth IRAs, 401(k), 529 plans, Coverdell Education Savings Accounts, RSUs, ISOs
AI focus
The company is building AI-powered wealth management; this role provides tax planning and compliance services on that platform.
Model-written summary · the original posting is authoritative