About Range
Your all-in-one wealth management solution
Key Highlights
- $100 million raised in Series B funding
- Headquartered in Tysons, VA with 101-200 employees
- AI-driven personalized financial guidance
- Comprehensive wealth management services including tax and estate planning
Range is a fintech company headquartered in Tysons, VA, specializing in an all-in-one wealth management dashboard. With $100 million in Series B funding, Range provides services such as investment consultancy, tax planning, retirement, education, estate planning, and insurance optimization. The plat...
🎁 Benefits
Range offers 100% employer-covered medical insurance, 15 vacation days annually, and generous parental leave packages. Employees also benefit from a m...
🌟 Culture
Range fosters a culture focused on leveraging technology to enhance financial planning for families. The company emphasizes collaboration through team...
Overview
Range is hiring a Tax Planner to provide expert tax planning and compliance services. You'll collaborate with Certified Financial Planners® to optimize tax strategies for clients. This role requires expertise in individual tax planning and a CPA or EA certification.
Job Description
Who you are
You are a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return review. You have a strong understanding of tax strategies and compliance, and you are passionate about leveraging technology to enhance financial wellness for clients. Your expertise allows you to devise and implement tax strategies that align with clients' goals and regulatory requirements.
You thrive in a collaborative environment, working closely with Certified Financial Planners® to ensure that tax strategies are effectively integrated into overall financial plans. You are detail-oriented and committed to providing A+ service to clients, helping them navigate complex tax situations with ease. Your ability to communicate complex tax concepts clearly and effectively is one of your key strengths.
What you'll do
As a Tax Planner at Range, you will be responsible for providing expert tax planning and compliance services to optimize tax strategies for clients. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients' goals and regulatory requirements. Your role will involve managing ongoing tax compliance work for members, ensuring that all tax filings are accurate and timely.
You will stay updated on the latest tax laws and regulations, using your knowledge to advise clients on the best tax strategies for their individual situations. You will also participate in team meetings to discuss client cases and share insights with your colleagues, contributing to a culture of collaboration and innovation within the firm.
What we offer
At Range, we are committed to redefining wealth management and making financial wellness accessible for millions. You will be part of a dynamic team that is passionate about disrupting the traditional financial planning industry. We offer a supportive work environment where you can grow your skills and make a meaningful impact on clients' lives. Join us as we harness technology to provide faster, cheaper, and more accurate financial solutions.
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