Skip to content
Range FinanceRange FinanceNew York, NY

Senior Tax Planner

Provides expert tax planning, projections, scenario analysis, and return reviews for individual clients, collaborating with financial planners to optimize strategies in retirement, equity compensation, real estate, and more. Requires CPA/EA with 7+ years experience in individual taxation.

Salary not listed
On-site7+ YOEFinance & Accounting

About the role

Responsibilities

Tax Projections and Forecasting

  • Create comprehensive income tax projections for clients.
  • Develop detailed tax liability forecasts based on financial status and changes.
  • Construct tax scenarios for financial decisions like employment changes, investments, or family status.

Withholding and Payments

  • Identify under/over-withholding and guide W-4 adjustments.
  • Assist with quarterly estimated tax payments, calculations, and due dates.
  • Advise on IRS Safe Harbor rules to avoid penalties.

Strategic Tax Planning

  • Develop strategies to minimize liabilities in retirement planning (IRAs, Roth IRAs, 401(k)), charitable giving (donor-advised funds), education savings (529 plans), stock options/RSUs/ISOs/NSOs, AMT, real property investments (1031 exchanges), SALT, international taxation, estate/gift taxes.
  • Analyze household data for tax optimization with financial planning team.

Tax Return Review and Filing

  • Review individual tax returns for accuracy and compliance.
  • Maintain tax records and documentation.
  • File returns and resolve issues.
  • Provide audit support.

Continuous Improvement

  • Recommend process improvements for tax preparation and review.

Requirements

  • Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent tax expertise required.
  • 7+ years experience in tax planning and return review.
  • In-depth knowledge of federal, state, local tax laws (individual taxation, estates/gifts/trusts, passive investments).
  • Proficiency in tax software and financial analysis tools.
  • Excellent communication skills to explain concepts to non-experts.
  • High attention to detail.
  • Team collaboration skills.

Nice-to-Haves

  • Additional certifications or desire to obtain them.

Skills

Tax Planning SoftwareFinancial Analysis ToolsFederal Tax LawState Tax LawLocal Tax LawIrs ComplianceW-4 AdjustmentsEstimated Tax PaymentsStock Options TaxationRsusIsosNsosAmt Planning1031 ExchangesSalt Optimization

Similar roles

Finance & Accounting jobs
Motive

Senior Manager, Accounting

MotiveUnited States

Senior Manager of Accounting leading global month-end and quarter-end close, GL operations, SOX controls, and key areas including treasury, intercompany, software capitalization, and leases in a scaling SaaS/tech company. Requires 8+ years accounting experience with management background, U.S. GAAP and SOX expertise, and ERP/close tool proficiency.

129k – 177k/yr
Remote8+ YOEFinance & Accounting
Idme

Senior AR & Billing Analyst

IdmeMountain View, CA +1

Senior individual contributor owning AR collections, cash application, CECL reserve analysis, affiliate revenue reconciliation, and billing operations in a high-growth SaaS environment. Requires 4-6+ years finance experience, process improvement and automation leadership (including AI/LLM tools), and strong accounting judgment.

105k – 155k/yr
On-site5+ YOEFinance & Accounting
Idme

Senior Financial Analyst

IdmeMountain View, CA

Senior Financial Analyst responsible for owning consolidated financial models, supporting FP&A processes, business partnering with GTM and R&D teams, and preparing executive/investor reporting. Requires 2+ years in IB/consulting/corporate finance, strong 3-statement modeling, Excel expertise, and interest in applying AI to finance workflows.

Salary not listed
On-site2+ YOEFinance & Accounting
Beacon Biosignals

Corporate Controller

Beacon BiosignalsBoston, MA

Corporate Controller responsible for overseeing accounting, payroll, revenue recognition, internal controls, and financial reporting at a growth-stage biotech company. Requires CPA, 7+ years finance experience (3+ in public accounting), and strong Excel/QuickBooks skills.

Salary not listed
Hybrid7+ YOEFinance & Accounting
Clutch

Senior Accountant

ClutchUnited States

Own month-end close end-to-end for a fast-growing fintech SaaS, driving reconciliations, technical accounting (ASC 606), controls, audits, and process improvements in a remote, venture-backed environment. Requires 3+ years accounting experience with full-cycle close leadership, CPA preferred, and strong U.S. GAAP expertise.

Salary not listed
Remote3+ YOEFinance & Accounting