Senior Tax Associate

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.

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.

• →

  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

• 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.