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Range FinanceRange FinanceMcLean, VA

Tax Planner

Provides expert tax planning, compliance, and return preparation for individual clients, collaborating with financial planners to optimize strategies. Requires CPA/EA, 2+ years experience, and proficiency in tax software.

Salary not listed
On-site2+ YOEFinance & Accounting

About the role

Responsibilities

  • Complete and file income tax returns for individuals (federal and state)
  • Conduct tax research - stay up to date with laws and evolving tax regulations using tax research tools
  • Create process flow and monitor tax return milestones with external Tax Preparation Partners
  • Manage client files, organize workpapers and lead sheets
  • Communicate effectively and discuss tax planning and tax return results with members

Requirements

  • Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
  • Minimum of 2+ years of experience in tax compliance, tax preparation or similar role
  • Knowledge of complex individual tax situations including Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
  • Effective time management skills to prioritize multiple clients and manage deadlines
  • Software proficiency: LaCerte, Proconnect, Google Workspace
  • Bachelor’s degree in accounting, finance or related field

Nice-to-Haves

  • Additional certifications, or desire to obtain additional certifications

Benefits

  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Skills

LacerteProconnectGoogle WorkspaceTax Research ToolsFbar ReportingTax ComplianceTax Preparation
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