Senior Tax Planner

Tax Projections

• Create comprehensive income tax projections for Range members.
• Develop detailed tax projections to estimate clients' future tax obligations.
• Construct various tax scenarios to illustrate the impact of different financial decisions.
• Identify instances of under-withholding or over-withholding of taxes.
• Calculate appropriate quarterly estimated tax payments.
• Advise on IRS Safe Harbor rules for making quarterly estimated tax payments.

Tax Planning

• Develop and implement tax strategies to minimize tax liabilities and maximize tax benefits.
• Analyze household data to identify opportunities for tax optimization and cost savings.
• Mitigate tax risks through effective planning and documentation in areas such as:
• Retirement Planning
• Charitable Giving
• Education Savings
• Stock Options and Equity Compensation
• Alternative Minimum Tax (AMT) Planning
• Real Property Investments
• Salt Optimization
• International Taxation
• Estate and Gift Tax Planning

Tax Return Review and Filing

• Conduct thorough reviews of individual tax returns.
• Ensure accuracy and compliance with applicable laws and regulations.
• Maintain detailed tax records and documentation.
• Submit tax returns to the relevant tax authorities.
• Resolve issues related to tax return filing.
• Assist with tax audits and inquiries from tax authorities.

Qualifications

• Certified Public Accountant (CPA) or Enrolled Agent (EA).
• 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.
• Proficiency in tax software.
• Excellent written and verbal communication skills.
• High level of attention to detail and accuracy.
• Ability to work effectively in a team environment.