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
Skills & Technologies
Overview
Range is seeking 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) with a specialization in individual tax planning and tax return review. You have a strong understanding of tax regulations and compliance, and you are passionate about leveraging technology to enhance financial wellness for clients. Your expertise allows you to devise and implement effective tax strategies that align with clients' goals and regulatory requirements. You thrive in a collaborative environment, working closely with financial planners to optimize tax strategies and ensure ongoing compliance. You are committed to providing A+ service and are eager to be part of a team that is reinventing the wealth management industry.
What you'll do
As a Tax Planner at Range, you will be responsible for providing expert tax planning and compliance services to 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-related matters are handled efficiently and accurately. You will stay updated on the latest tax laws and regulations to provide the best possible advice to clients. Additionally, you will participate in team meetings to discuss client needs and develop innovative solutions that enhance the overall client experience. Your contributions will play a crucial role in helping clients navigate their financial journeys and achieve their financial wellness goals.
What we offer
At Range, we offer a dynamic work environment where innovation and collaboration are at the forefront. You will be part of a team that is dedicated to redefining wealth management and making financial wellness accessible to millions. We provide opportunities for professional growth and development, ensuring that you have the resources and support needed to excel in your role. Our culture is built on inclusivity and diversity, and we are committed to creating an equal opportunity workplace. Join us as we disrupt the traditional financial planning industry and make a meaningful impact in the lives of our clients.
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