Senior Tax Associate at Range in New York, NY

Job description

Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system. Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies. If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together. About the role Range is hiring a highly skilled Tax Preparer/Client Support Specialist specializing in individual tax planning and tax return review to join our dynamic team. This role is the communication hub of our tax office bridging clients and preparers by answering tax questions, gathering required documents, and ensuring every return has the information needed to be completed accurately and on time. The ideal candidate has solid working knowledge of individual income tax returns (Form 1040) and related schedules, strong people skills, and the ability to explain tax topics clearly to clients without tax backgrounds. We're excited to hire this role at one of Range's hub locations in New York City and Bellevue. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let’s discuss relocation as part of your journey to joining us. What you’ll do with us Serve as the first point of contact for client questions related to their individual tax returns Answer client questions about tax topics, required documents, filing status, deductions, credits, and refund or balance-due outcomes in clear, easy-to-understand language Contact clients to request missing or additional documentation needed to complete their return Create process flow and monitor tax return milestones with external Tax Preparation Partners Manage client files, organize workpapers and lead sheets What will set you apart 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 Bachelor’s degree in accounting, finance or related field. Compensation Base salary range: $70,000 – $140,000 This is the base salary range we expect in good faith to pay for this role at the time of posting. Where an offer lands within the range depends on the scope and complexity of work the candidate can own independently and demonstrated depth at this level. Other compensation and benefits The range above reflects base salary only. Our offer packages also include equity in the form of stock options, so total compensation for this role will exceed the base salary range. We do not ask for or consider salary history. You are welcome to ask questions about compensation at any point in the process. Benefits Health & Wellness : 100% employer-covered medical insurance for employees (75% for dependents), plus dental a