Senior Tax Associate
At a glance
Senior Tax role at Range. New York · full-time · $70,000–$140,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Handle clients’ questions about individual returns and explain filing status, deductions, credits, documents, and tax outcomes in plain language
- Follow up with clients for paperwork needed to complete their individual tax returns
- Set up the workflow and track return progress with external tax preparation partners
- Keep client files in order, including workpapers and lead sheets
What you bring
- At least two years in tax compliance, return preparation, or a closely related role, with responsibility for tax work
- Working knowledge of complex individual tax matters, including foreign income, partnership K-1s, or another listed area
- A bachelor’s degree in accounting, finance, or a related discipline
- Proficiency with LaCerte, ProConnect, and Google Workspace
Who this fits
This senior role suits someone comfortable explaining individual tax issues to clients and coordinating return preparation across multiple clients and deadlines. You’ll work in the office Monday through Friday at the New York City or Bellevue hub; relocation can be discussed if you live elsewhere.
From the employer
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 and vision coverage
401(k): Retirement savings program to support your future
Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
Parental Leave: Comprehensive leave policy for growing families
Meals: Select meals covered throughout the week
Fitness: Monthly movement stipend
Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
Full access to cutting-edge AI tools: We cover the cost so you can experiment, build, and move faster
Annual Compensation Reviews: Salary and equity refreshes based on performance
Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.