Tax Planning Assistant, Tax Advisor

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🕒 March 18

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Logo of Washington & Co Inc.

Washington & Co Inc.

1 - 10 employees

Founded 2007

💸 Finance

📋 Compliance

Finance • Compliance

Washington & Co Inc. is a Bowie, Maryland–based accounting and tax advisory firm that provides tax planning, tax compliance, CFO services, monthly accounting, payroll, and client advisory services to individuals and small-to-medium businesses. The firm focuses on proactive tax reduction strategies, comprehensive financial oversight, and ongoing advisory to help clients make informed financial decisions and improve long-term stability.

📋 Description

• Assist with preparation of tax plans for business owners • Review and analyze tax returns (1040, 1065, 1120S, etc.) to identify planning opportunities • Support quarterly planning reviews and implementation steps • Conduct tax research and summarize findings for the advisory team • Prepare client-facing summaries, action items, and follow-up documentation • Coordinate with tax preparation/accounting team to support plan execution • Maintain organized client files and workflow tracking in our systems

🎯 Requirements

• 2+ years of tax preparation experience • Strong understanding of individual and business tax returns • Comfortable working independently in a remote environment • Strong attention to detail and communication skills • Interest in learning proactive tax planning (beyond compliance)

🏖️ Benefits

• 100% Remote • PTO (single PTO policy) • Health insurance eligibility after 60 days • Education assistance up to $5,250 annually after 1 year • Training access via CPE.com • Certification bonus: CPA $2,000 | EA $1,500 | MST/MSA $2,500

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