Tax Planner Job at Range (McLean)

Tax Planner

We are seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Ag...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities
Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
Time management. Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
Software proficiency. Able to use LaCerte, Proconnect, Google Workspace
Education. Bachelor’s degree in accounting, finance or related field.

Job Responsibility

Complete and file income tax returns for individuals (federal and state)
Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools
Create process flow and monitor tax return milestones with external Tax Preparation Partners
Manage client files, organize workpapers and lead sheets
Communicate effectively and discuss tax planning and tax return results with members
Provide expert tax planning and compliance services to optimize tax strategies for clients
Collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements
Manage ongoing tax compliance work for members.

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
In-person team & company events.

Fulltime

Tax Planner

We are seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Ag...

Location

United States , McLean, New York City, or Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities
Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
Time management. Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
Software proficiency. Able to use LaCerte, Proconnect, Google Workspace
Education. Bachelor’s degree in accounting, finance or related field.

Job Responsibility

Complete and file income tax returns for individuals (federal and state)
Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools
Create process flow and monitor tax return milestones with external Tax Preparation Partners
Manage client files, organize workpapers and lead sheets
Communicate effectively and discuss tax planning and tax return results with members.

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Tax Planner

We are seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Ag...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent demonstrated tax expertise required
Minimum of 7+ years of experience in tax planning and tax return review
In-depth knowledge of federal, state, and local tax laws and regulations in the areas of individual taxation, estates, gifts and trusts, and passive investments
Proficiency in existing tax software such as leading tax planning and financial analysis tools, with a willingness to use new technology as needed
Excellent written and verbal communication skills, with the ability to explain tax concepts to non-experts
High level of attention to detail and accuracy in tax planning and review processes
Ability to work effectively in a team environment and collaborate with cross-functional teams

Job Responsibility

Tax Projections: Create comprehensive income tax projections
Tax Liability Forecasting
Scenario Analysis
Identify under-withholding and over-withholding
Assist with Quarterly Estimated Tax Payments
Advise on IRS Safe Harbor Rules
Strategic Tax Planning: Develop and implement tax strategies
Retirement Planning
Charitable Giving
Education Savings

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

New

Senior Accountant

Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a dir...

Location

United States , Incline Village

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

BS in Accounting, Finance, or related degree
3 - 7 years plus of relevant work experience
MBA, CPA designation a plus
Knowledge of NetSuite, Microsoft Planner and Tipalti a plus
Proficient in Microsoft Excel
Strong written and verbal communication skills

Job Responsibility

Prepare and/or review appropriate ledger entries and reconciliations
Timely issuance of monthly, quarterly and annual financial statements for assigned assets
Participate in annual external audits and complete assigned tasks
Coordinate tax preparation with external parties
Research accounting issues for compliance with US GAAP
Support Asset Management and Plant Operations to ensure annual budget is produced timely and loaded into NetSuite
Other duties as assigned

What we offer

competitive base salary
bonus
equity potential
strong health benefits
401k
3 weeks of vacation

Fulltime

New

Estate Planning Paralegal

A growing and client-focused estate planning practice in the northwest metro is ...

Location

United States , Maple Grove

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience as a paralegal supporting estate planning and/or probate practice
Strong working knowledge of: Minnesota probate procedures
Estate and trust administration processes
Estate planning document structures
Experience drafting estate planning instruments independently or with minimal supervision preferred
High level of organization and attention to detail, with the ability to manage multiple matters simultaneously
Strong interpersonal and communication skills, with a client-service mindset
Proficiency in Microsoft Office
experience with estate planning or practice management software is a plus

Job Responsibility

Draft estate planning documents, including: Wills, revocable and irrevocable trusts
Powers of attorney and health care directives
Ancillary transfer and funding documents
Assist with probate and trust administration, including: Preparing court filings and pleadings
Coordinating asset valuation and distribution
Communicating with personal representatives, trustees, and beneficiaries
Support attorneys in complex estate planning matters, including: Business succession planning
Tax-oriented estate planning strategies
Administration of high-net-worth estates
Manage client files from intake through closing, ensuring accuracy and organization of all documentation

What we offer

Health and Dental Insurance
401(k)
PTO
Disability Insurance

New

Paraplanner

IDEX Consulting are working with a leading national financial planning firm look...

Location

United Kingdom , London

Salary:

40000.00 - 50000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

October 11, 2026

Requirements

Previous Paraplanning experience within an IFA or Financial Planning firm
Diploma qualified or working towards it
Strong technical knowledge of pensions, investments, tax and estate planning
Excellent report writing and communication skills
Experience with Defaqto, FE Analytics and IO is advantageous

Job Responsibility

Produce suitability reports across a range of advice areas
Conduct research using Defaqto, FE Analytics and other systems
Prepare illustrations, quotations and client documentation
Support Financial Planners with complex case analysis
Maintain accurate client records on the IO back-office system
Keep up to date with regulatory and legislative changes

What we offer

Hybrid working
Career progression
Collaborative team environment

New

Financial Advisor & Planner - Private Wealth Specialist

In this role, you'll apply your expertise to help train next-generation AI syste...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

3+ years of recent or ongoing hands-on experience serving individual and family clients in private wealth management or financial advisory roles
Strong expertise in client-facing personal finance, investment planning, and wealth strategy
Exceptional written and verbal communication skills, with an emphasis on clarity, professionalism, and empathy
U.S.-based, with current authorization to work as an independent contractor in the United States
Demonstrated attention to detail and a commitment to analytical rigor in advisory recommendations
Experience engaging in client discovery, goal-setting, and ongoing portfolio management

Job Responsibility

Participate in focus sessions to discuss real-world advisory scenarios, client needs, and best practices in financial planning
Provide clear, thoughtful, and detailed asynchronous written feedback on advisory content and financial planning workflows
Leverage your experience to share practical insights from high-touch private wealth management or financial advisory roles
Collaborate to enhance financial advisory frameworks and elevate the client experience for individuals and families
Communicate professionally, precisely, and on time, ensuring clarity in both written and verbal exchanges
Offer guidance on comprehensive planning topics such as investment strategy, retirement, estate, and tax considerations
Contribute real-world perspective to improve the depth and accuracy of financial advisory AI systems

Fulltime

New

Senior Financial Planner

A well-established boutique wealth management firm is seeking an experienced adv...

Location

United States , Berkeley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of wealth management or related financial services experience
Bachelor's degree or equivalent experience preferred
Series 65 and/or CFP designation preferred
Experience with financial planning tools such as eMoney, MoneyGuidePro, or NaviPlan
Strong understanding of financial planning, investments, tax, and estate planning concepts
Experience using CRM platforms such as Salesforce

Job Responsibility

Partner with advisors and client service teams to deliver a high-touch client experience
Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication
Build and maintain strong client relationships through proactive service and responsiveness
Coordinate with internal teams and outside professionals to support client needs and resolve requests
Participate in client meetings and support business development initiatives
Track client activity, maintain CRM records, and ensure timely follow-up
Assist with operational improvements and special projects as needed

What we offer

Excellent benefits
employee ownership opportunities
flexible hybrid work environment
medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

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