Lead Tax Advisor, Range

• Certified Public Accountant (CPA), Enrolled Agent (EA), or equivalent demonstrated tax expertise required. Additional certifications, or desire to obtain additional certifications are a plus
• 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
• If you are an individual tax planning expert with an interest in fintech, we want to hear from you

• We are seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return review to join our dynamic team
• As a Tax Planning Specialist, you will be responsible for providing expert tax planning and compliance services to optimize tax strategies for clients
• You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members
• Create comprehensive income tax projections for Range members so they may understand their possible future tax obligations
• Tax Liability Forecasting: Develop detailed tax projections to estimate clients' future tax obligations based on their current financial status and anticipated changes in income, expenses, deductions, and credits
• Scenario Analysis: Construct various tax scenarios to illustrate the impact of different financial decisions, such as changes in employment, investments, or family status, on future tax liabilities
• Under-withholding and over-withholding: Identify instances of under-withholding or over-withholding of taxes from clients' paychecks. Provide guidance on rectifying these issues by adjusting Form W-4 to ensure accurate withholding that aligns with their projected tax liability
• Quarterly Estimated Tax Payments: Assist clients in determining their need for quarterly estimated tax payments. Calculate the appropriate payment amounts and due dates to help clients avoid underpayment penalties
• IRS Safe Harbor Rules: Advise clients on the IRS Safe Harbor rules for making quarterly estimated tax payments to avoid penalties. Ensure clients are aware of the requirements and assist them in meeting the criteria
• Strategic Tax Planning: Develop and implement tax strategies to minimize tax liabilities and maximize tax benefits for individual Range members. You will be working alongside Range’s financial planning team to analyze household data to identify opportunities for tax optimization and cost savings, and mitigate tax risks through effective planning and documentation in the following areas, among others:
• Retirement Planning: Advising on tax-efficient retirement savings plans, including IRAs, Roth IRAs, and 401(k) plans
• Charitable Giving: Techniques for maximizing tax benefits through charitable donations, including donor-advised funds and charitable trusts
• Education Savings: Advising on tax-advantaged education savings plans, such as 529 plans and Coverdell Education Savings Accounts
• Stock Options and Equity Compensation: Planning for tax-efficient exercise and sale of stock options, including Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs)
• Alternative Minimum Tax (AMT) Planning: Techniques for managing exposure to the AMT, particularly with regard to the exercise of ISOs
• Real Property Investments: Provide tax planning services specifically for real property investments, including strategies for maximizing depreciation deductions, understanding the implications of 1031 exchanges, managing rental income and expenses, and leveraging tax credits and incentives for real estate investments
• State and Local Tax Optimization (SALT): Planning to minimize state and local tax liabilities, including residency and domicile considerations
• International Taxation: Manage international tax issues including US persons living abroad and foreign investments
• Estate and Gift Tax Planning: Strategies for minimizing estate and gift taxes, including the use of trusts and lifetime gifting
• Review Tax Returns: Conduct thorough reviews of individual tax returns prepared by internal teams or external advisors
• Accuracy and Compliance: Ensure accuracy and compliance of tax returns with applicable laws and regulations
• Tax Documentation: Maintain detailed tax records and documentation to support tax planning positions and audits
• Tax Return Filing: Submit tax returns to the relevant tax authorities and resolve issues with that process when they arise
• Audit Support: Assist with tax audits and inquiries from tax authorities, providing necessary documentation and responses
• Continuous Improvement: Recommend and implement process improvements for tax return preparation and review with outside tax preparers

• Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
• Technology Allowance: Spend what you need to make sure you’re cruising at optimal speed at Range. We’ve got you fully covered
• Team Weeks: We bring our team together every few months for hackathons, coaching, strategy discussions, and experiencing amazing events together
• Paid Time Off: We offer 15 vacation days annually, in addition to most federal holidays. Time off isn’t just a perk—it’s a strategy for doing better work and actually enjoying the ride
• Parental Leave: We know the stress associated with having children and want to make that as easy as possible by offering generous leave packages for parents to be
• 401(k): We believe that hiring the 1% means paying them as if they are the 1%. Join us and get incredible compensation and equity packages
• Meals: We provide select meals throughout the week to support convenience, collaboration, and productivity. Whether during team gatherings or busy workdays, we’ve got you covered
• Fitness: We offer a monthly gym stipend to support your well-being—whether that’s a boutique studio, a climbing gym, or your favorite fitness app. Staying active helps us all bring our best selves to work
• Early Exercise: With early exercise eligibility and a focus on professional growth, this isn’t just equity—it’s a chance to shape something formative. Range is a high-conviction bet that can change your career and your story
• Annual Compensation Reviews: With early exercise eligibility and a focus on professional growth, this isn’t just equity—it’s a chance to shape something formative. Range is a high-conviction bet that can change your career and your story
• Boomerang Program: After two years with Range, you’re eligible to take time away to launch your own venture—knowing we’ll save you a seat if you want to return. Equity vesting pauses during leave and resumes upon return
• Career Growth: Range supports conference attendance, workshops and continued learning. We also cover renewals and CE for Professional licenses like your CFP or CPA

Total funding: $40m

Due to inflation and the rising cost of living, the financial environment for all levels of earners has become increasingly strained. Furthermore, personal financial planning, especially for families and shared-income households, can take up a lot of time so there’s more of an onus than ever on financial planners and advisors to use the latest in technology to squeeze all the value possible out of one’s earnings. Range is one of these companies and has created an all-in-one wealth management platform for high earners.