Range
Tax Planner
$100K–$200K
New York City · On-site · Full-time · Posted Oct 2, 2026
- Experience
- Minimum of 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 compliance services for members, collaborating with financial planners to align tax strategies with client goals and regulations.
What you'll do
- Prepare and file federal and state individual income tax returns; research tax laws and regulations.
- Coordinate tax-return processes and milestones with external preparation partners, and manage client files and workpapers.
- 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 K1 matters, state tax credits and reciprocity, and real estate reporting.
- Bachelor’s degree in accounting, finance, or a related field.
Nice to have
- Additional certifications or desire to obtain them.
Pay
$100,000 – $200,000 USD base salary
Tools
LaCerte, Proconnect, Google Workspace
AI focus
The company builds AI-powered wealth management, but this role’s stated duties do not involve AI work.
Model-written summary · the original posting is authoritative