Range
Tax Planner
Bellevue, WA · On-site · Full-time · Posted Feb 9, 2026
- Experience
- Minimum 2+ years in tax compliance, tax preparation, or a similar role.
- Education
- Bachelor’s degree in accounting, finance, or related field.
About the job
Provides individual tax planning, tax return preparation and review, and ongoing tax compliance services for clients, collaborating with financial planners and external tax preparation partners.
What you'll do
- Prepare and file individual federal and state income tax returns, and research tax laws and regulations.
- Coordinate tax return workflows with external preparation partners and maintain client files, workpapers, and lead sheets.
- Discuss tax planning and return results with members.
What they ask for
- CPA, EA, JD, or equivalent demonstrated tax expertise.
- At least 2 years of experience in tax compliance, tax preparation, or a similar role.
- Knowledge of complex individual tax matters, including foreign income and FBAR reporting, partnership K-1 matters, state tax credits and reciprocity, and real estate reporting.
- Bachelor’s degree in accounting, finance, or a related field; proficiency with LaCerte, Proconnect, and Google Workspace.
Nice to have
- Additional certifications or desire to obtain them.
Tools
LaCerte, Proconnect, Google Workspace
Model-written summary · the original posting is authoritative