Tax Planner Job at Range (McLean)

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Senior Tax Advisor

A prestigious and fast-growing private equity firm is building out their Partner...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting, finance, or economics
CPA a plus
4+ years of experience preparing individual tax returns
experience working with ultra-high net worth clients
prepared investment partnership and fiduciary tax returns
understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations
proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner
competency with Adobe and MS Office products, especially Excel
excellent oral and written communication skills

Job Responsibility

Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning

What we offer

Equity component
excellent culture and tenure
medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Fulltime

New

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 Manager

We are looking for an experienced Tax Manager with a background in public accoun...

Location

United States , Framingham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Accounting, Master/CPA/CPA candidate a+++
5+ year's experience in public accounting dealing with partnership, trust, and HNW individual returns
Hands on QuickBooks experience (CCH Pro Systems Axcess Tax Software, Pro Systems FX Engagement and BNA Income Tax Planner a+++)
Hospitality/Restaurant client experience a big plus

Job Responsibility

Conduct detailed research on income tax issues and provide accurate solutions
Perform tax research related to representation and tax controversy matters
Manage and oversee multiple tax projects simultaneously, ensuring timely completion
Communicate effectively with clients, both in writing and orally, to address their tax needs
Resolve general tax inquiries through intermediate-level research and analysis
Handle audits, reviews, and compilations with precision and a focus on compliance
Prepare corporate tax returns and ensure alignment with regulatory requirements
Utilize tax software such as CCH ProSystem Fx and CCH Sales Tax for efficient tax processing
Collaborate on entity formation tasks and provide guidance on tax implications
Maintain a strong commitment to detail and uphold a high standard of work ethic

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

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

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

Private Client Solicitor

A well-respected law firm is looking to welcome an experienced Private Client So...

Location

United Kingdom , Blackpool

Salary:

40000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

A minimum of 3 years’ PQE in private client law, with hands-on experience in probate, trusts, estate planning, and tax matters
A high level of technical knowledge, with confidence in managing complex and high-value client files
Outstanding interpersonal skills and the ability to build trusted, long-term client relationships with empathy and professionalism
A forward-thinking, proactive mindset, with a focus on contributing to the team’s growth and long-term objectives
Excellent drafting, negotiation, and communication abilities
A strong commitment to business development and enhancing the firm's market presence

Job Responsibility

Handling a wide-ranging caseload including Will drafting, probate and estate administration, inheritance tax planning, and trust creation and management
Advising high-net-worth individuals, families, and business owners on sophisticated estate planning and wealth management strategies
Delivering high-quality legal advice with a tailored and client-centred approach
Supervising and supporting junior team members, contributing to training and team development
Working closely with financial planners, tax advisors, and other professionals to provide holistic client services
Taking an active role in business development and networking, enhancing client relationships and expanding the private client portfolio

What we offer

Flexible hybrid working
Clear career progression
Exposure to high-value work

Fulltime

Private Client Solicitor

A well-respected law firm is looking to welcome an experienced Private Client So...

Location

United Kingdom , Blackpool

Salary:

40000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

A minimum of 3 years’ PQE in private client law
hands-on experience in probate, trusts, estate planning, and tax matters
high level of technical knowledge
outstanding interpersonal skills
forward-thinking, proactive mindset
excellent drafting, negotiation, and communication abilities
strong commitment to business development

Job Responsibility

Handling a wide-ranging caseload including Will drafting, probate and estate administration, inheritance tax planning, and trust creation and management
advising high-net-worth individuals, families, and business owners on sophisticated estate planning and wealth management strategies
delivering high-quality legal advice with a tailored and client-centred approach
supervising and supporting junior team members, contributing to training and team development
working closely with financial planners, tax advisors, and other professionals to provide holistic client services
taking an active role in business development and networking, enhancing client relationships and expanding the private client portfolio

What we offer

Flexible hybrid working
clear career progression
exposure to high-value work

Fulltime

Tax Planner

Range

Location:
United States , McLean ▼
New York City
Bellevue

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 18, 2026

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