Senior Tax Associate
RangeWealth Management company
Mclean, United StatesSenior
Scale Venture Partners
Gradient Ventures
Cathay Innovation
53 Stations
Expa
Finance
About the role
TL;DR
Serve as the communication hub of our tax office bridging clients and preparers.
- •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.
- •Key Responsibilities 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 Requirements 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.
Required skills
TaxProject Management
Domain expertise
fintech
Benefits & perks
Health & Wellness, 401(k), Paid Time Off, Parental Leave, Meals, Fitness, Equity & Career Growth, Full access to cutting-edge AI tools, Annual Compensation Reviews, Boomerang Program