Range
Tax Planner
McLean, VA · On-site · Full-time · Posted Oct 2, 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 members in collaboration with financial planners.
What you'll do
- Prepare and file individual federal and state income tax returns; research tax laws and regulations.
- Coordinate tax-return workflows and milestones with external preparation partners, and organize 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 situations, 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 willingness to obtain them.
Tools
LaCerte, Proconnect, Google Workspace
AI focus
The company builds AI-powered wealth management, but this role’s stated duties do not include AI work.
Model-written summary · the original posting is authoritative