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

Front Desk Coordinator

Busy tax office seeking reliable administrative support during peak season. This...

Location

United States , Seminole

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong attention to detail and ability to follow directions closely
Comfortable working in a high-pressure, fast-paced environment
Professional and customer-facing demeanor
Basic administrative and computer skills
Familiarity with Microsoft Planner, Lacerte Tax Software, and SmartVault is preferred
Strong organizational skills and ability to manage multiple tasks simultaneously

Job Responsibility

Greet and assist clients dropping off tax documents
Check in client paperwork accurately and ensure all required information is complete
Scan and upload documents into internal systems
Log and track client activity in Microsoft Planner and Lacerte
Print and manage client checklists
Update and verify client contact information
Prepare documents for processing (remove staples, organize paperwork)
Follow detailed instructions and maintain strong attention to detail

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training
parking available onsite

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

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
Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
Able to use LaCerte, Proconnect, Google Workspace
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

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

Attorney

We are looking for a dedicated Attorney to join a respected and established Trus...

Location

United States , Roseville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (J.D.) degree from an accredited law school and active membership with the State Bar of California
At least 3 years of experience in estate planning, trust administration, probate, or related tax issues preferred
Ability to manage multiple cases independently while meeting deadlines
Strong drafting skills with attention to detail in all legal documentation
Excellent verbal and written communication skills, capable of simplifying complex legal concepts for clients
Commitment to providing exceptional client service and building trusted relationships
Strong attention to detail and sound judgment suitable for working with high-net-worth individuals and family-owned businesses
Familiarity with tax issues related to estate planning, including estate, gift, and income taxes

Job Responsibility

Draft and review estate planning documents, including wills, revocable living trusts, and powers of attorney
Assist in creating advanced planning structures like irrevocable grantor trusts and retained interest trusts under partner supervision
Manage trust administration and probate matters, including asset distribution and preparation of court filings
Collaborate with clients’ advisors, such as CPAs and financial planners, to address tax and business succession issues
Conduct legal research and prepare detailed analyses on estate planning, tax, and property tax matters
Communicate complex legal concepts clearly to clients, ensuring they understand all aspects of their estate plans
Ensure compliance with deadlines and legal requirements in all matters handled
Provide high-quality legal counsel while maintaining professionalism and discretion
Participate in team discussions to develop strategies for complex cases
Stay updated on changes in estate planning and tax laws to provide informed advice

What we offer

health insurance
paid time off
retirement benefit
medical, vision, dental, and life and disability insurance
eligibility to enroll in our company 401(k) plan

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

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Tax Planner

Senior Wealth Planner

Senior Tax Advisor

Front Desk Coordinator

Senior Tax Planner

Tax Planner

Tax Planner

Attorney

Private Client Solicitor

Tax Planner

Range

Location:United States , McLean ▼New York CityBellevue

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:February 18, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Tax Planner

Senior Wealth Planner

Senior Tax Advisor

Front Desk Coordinator

Senior Tax Planner

Tax Planner

Tax Planner

Attorney

Private Client Solicitor

Location:
United States , McLean ▼
New York City
Bellevue

Category:
Finance

Contract Type:
Not provided

Job Posted:
February 18, 2026