---
title: 'Tax Planner at Range'
canonical: 'https://feeny.ai/job/tax-planner-range-mclean-prz2syq4898e'
type: 'job'
last_seen: '2026-09-05'
---

# Tax Planner at Range

- **Company:** Range
- **Location:** Mclean, VA
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2025-12-12
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/range/e04ce054-341f-4ab3-b213-5ef83074a243/application

**Skills:** Individual tax planning, Tax return review, Tax compliance, Tax research, LaCerte, Proconnect, Google Workspace, Foreign income reporting, FBAR reporting, Partnership K1 related matters, State tax credits, Reciprocity, Real estate reporting

> The Tax Planner provides expert individual tax planning and compliance services, optimizing tax strategies for clients. Responsibilities include filing federal and state income taxes, conducting tax research, managing client files, and collaborating with Certified Financial Planners to ensure regulatory alignment.

## Job description

At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together.

We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful.

Job Overview:

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. If you are an individual tax planning expert with an interest in fintech, we want to hear from you.

As a Tax Planner, 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.

This role is based at any of Range's offices in McLean, New York City, or Bellevue. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.

## WHAT YOU'LL DO WITH US:

- Complete and file income tax returns for individuals (federal and state)
- Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools
- Create process flow and monitor tax return milestones with external Tax Preparation Partners
- Manage client files, organize workpapers and lead sheets
- Communicate effectively and discuss tax planning and tax return results with members

## WHAT WILL SET YOU APART:

- Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required. Additional certifications, or desire to obtain additional certifications are a plus.
- 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
- Education. Bachelor’s degree in accounting, finance or related field.

## BENEFITS:

- Comprehensive health coverage: Medical, dental and vision
- 401k plan
- Technology allowance
- PTO
- Top of Market Pay
- Paid parental leave
- In-person team & company events

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.

## About Range

## Company Overview
- **One-liner**: Range is an all-in-one wealth management platform that combines AI-powered financial planning with human advisor support to help high-earning individuals manage their finances holistically.
- **Entity Type**: Private (Series C – $62.3M raised February 2026)
- **Headquarters**: McLean, Virginia, United States
- **Founded**: 2021
- **Founders**: Fahad Hassan and David Cusatis

## Core Business
- **Primary industry/industries**: Fintech – Wealth Management / AI-driven Financial Planning
- **Target customers**: B2C – high-income individuals, professionals, executives, and entrepreneurs (High Net Worth / mass affluent)
- **Mission or purpose statement**: “Help households manage their money faster, more affordably, and accurately than any other resource in the world.”

## Products & Services
- **Range Wealth Management Platform**: SaaS-based dashboard that consolidates all aspects of a member’s financial life – cash flow tracking, investment oversight, tax planning, retirement planning, real estate visibility, and direct access to a team of advisors. Augmented by AI tools for cash flow projections and tax optimization.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total funding – $103M raised to date (series A $12.7M in May 2023, series B in Nov 2024, series C $62.3M in Feb 2026) [pitchbook.com](https://pitchbook.com/profiles/company/494915-77)
- **Notable Investors/Partners**: Gradient Ventures (Google’s AI fund), Scale Venture Partners, Cathay Innovation, 8-Bit Capital [range.com/about-us](https://www.range.com/public/about-us)
- **Growth Signals**: 
  - 167 employees as of early 2026 (up from a small team at founding)
  - Raised $62.3M Series C in February 2026 for AI buildout and workforce expansion
  - Coverage in major outlets (e.g., McLean fintech Range raises $60M for AI financial planning)
  - Plans to gradually replace human advisor workforce with autonomous AI capabilities (reported in industry press)

## Competitive Advantages
- **Human + AI hybrid model**: Combines CFP/CPA advisors with proprietary AI tools, offering personalized guidance at a fraction of traditional wealth management fees.
- **Flat-fee pricing**: No investment minimums, making financial planning accessible to more Americans (99% lack a planner due to cost).
- **Founders’ background**: Fahad Hassan (CEO) and David Cusatis (Chief AI Architect) both left high-profile roles at Amazon and a corporate environment to build the platform.
- **Comprehensive platform**: Consolidates budgeting, investments, tax, real estate, and retirement in one place – reducing the need for multiple point solutions.

## Strategic Focus
- **AI automation**: Investing heavily in AI to eventually deliver expert-level financial advice autonomously, reducing dependency on human advisors while maintaining quality.
- **Scaling the team**: Doubling workforce (especially engineering, AI, and operations) to support product expansion.
- **Product expansion**: Deepening real estate, tax, and estate planning modules; expanding into new geographic markets beyond DC and New York.

## Why Work Here
- **Culture**: “Radical Transparency,” “Love Problems, Not Solutions,” “Take Personal Responsibility,” “Be Positive (all of the time)” – 10 core values that emphasize ownership, trust, and customer obsession.
- **Work policy**: Hybrid – employees work from HQ (McLean, VA) or remote locations; mandatory quarterly team weeks in DC to align strategy and build camaraderie.
- **Compensation & equity**: Annual salary reviews with equity adjustments; early exercise eligibility for stock options; 401(k) plan.
- **Benefits**: 100% employer-covered medical insurance (75% for dependents), dental/vision, 15 vacation days plus federal holidays, generous parental leave, gym stipend, technology allowance, meals during team weeks.
- **Growth opportunities**: Reimbursement for conferences, workshops, and professional certifications (CFP, CPA); Boomerang Program allows employees to take time off after 2 years to launch their own venture with a guaranteed seat back.
- **Team**: “DNA built from former CEOs, startup founders, professional athletes, experts from hedge funds and fastest growing tech companies.” Engineers from Amazon, Google, Citi.

## Sources
1. [pitchbook.com](https://pitchbook.com/profiles/company/494915-77) – Range company profile, funding, employees, HQ
2. [range.com/about-us](https://www.range.com/public/about-us) – Founders story, mission, advisors, investors
3. [range.com/careers](https://www.range.com/public/careers) – Benefits, values, work policy, perks
4. [builtin.com](https://builtin.com/company/range) – Office policy, year founded, culture summary
5. [linkedin.com/company/rangefinanceinc](https://www.linkedin.com/company/rangefinanceinc) – Company description
6. News headlines referenced in about-us page (e.g., “Flat-fee advisor Range raises $60M for AI financial planning”) – source: range.com/about-us

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