Tax Strategist – EA or CPA License Required, Degree in Finance or Accounting

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🕒 March 18

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $80k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Washington & Co Inc.

WebsiteLinkedInAll Job Openings

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

• Lead client relationships built on proactive guidance and year-round tax-saving strategies. • Analyze tax returns and financial data to spot opportunities before anyone else does. • Implement tax strategies on entity structure, compensation, retirement planning, and deductions. • Stay ahead of tax law changes and explain their impact to clients in plain language. • Partner with our accounting team to make sure clients have seamless, full-service support. • Help onboard new clients and make their first experience with us exceptional.

🎯 Requirements

• EA or CPA REQUIRED – you must be licensed to represent clients. • At least 3 years in tax strategy or advisory (more than just prep). • Excellent communication—you’re comfortable on Zoom, in writing, and face-to-face. • Confidence delivering complex advice clearly and decisively. • Strong organizational skills—you can juggle multiple clients and timelines with ease. • Familiarity with tax planning software (like Corvee, Tax Planner Pro) or strong Excel skills.

🏖️ Benefits

• 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Professional development assistance • Vision insurance • Work from home