# Senior Tax Planner

**Company:** [Range Finance](https://hotfix.jobs/companies/range-finance)
**Location:** New York, NY, McLean, VA, Seattle, WA
**Role:** Finance & Accounting
**Experience:** 7+ years
**Skills:** Tax Planning Software, Financial Analysis Tools, Federal Tax Law, State Tax Law, Local Tax Law, Irs Compliance, W-4 Adjustments, Estimated Tax Payments, Stock Options Taxation, Rsus, Isos, Nsos, Amt Planning, 1031 Exchanges, Salt Optimization
**Posted:** 2024-08-13

> 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.

## Job Description

## 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.

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