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...
Tax Planner • Mid-Level
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 is based in New York City.
Job Description
Who you are
You are a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) with a specialization in individual tax planning and tax return review. Your expertise in tax strategies allows you to provide exceptional service to clients, ensuring their financial wellness is prioritized. You have a strong interest in fintech and are eager to be part of a team that is reinventing the wealth management industry.
You thrive in collaborative environments, working closely with Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements. Your attention to detail and commitment to compliance ensures that ongoing tax compliance work is managed effectively for all members.
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 with our Certified Financial Planners® to ensure that tax strategies are not only effective but also compliant with current regulations. Your role will involve managing ongoing tax compliance work, ensuring that all members receive the highest level of service.
You will engage with clients to understand their financial situations and provide tailored tax advice that meets their unique needs. Your ability to analyze complex tax scenarios will be crucial in helping clients navigate their financial decisions. You will also stay updated on tax laws and regulations to provide the most accurate and beneficial advice.
What we offer
At Range, you will join a team of all-stars who are passionate about disrupting the traditional financial planning industry. We offer a collaborative work environment where innovation is encouraged, and your contributions will directly impact the financial wellness of our clients. You will have the opportunity to work in a company backed by prominent investors, including Google’s AI-fund, which reflects our commitment to leveraging technology in wealth management. We believe in creating a culture that supports diversity and inclusion, ensuring that all voices are heard and valued.
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