Supports tax advisors with preparing proactive tax plans for business owners, reviewing individual and business tax returns, identifying planning opportunities, conducting tax research, documenting client action items, coordinating implementation with accounting teams, and maintaining organized client workflows. The role is remote and offers training in the firm’s tax planning methodology.
About Us
Washington & Co Inc. is a strategic tax and accounting advisory firm. We specialize in proactive tax planning for business owners—not just tax preparation. We help clients reduce tax liability through customized, compliant strategies and year-round advisory support.
Role Overview
We are hiring a Tax Planning Assistant to support our Tax Planning Department. This is an ideal role for someone with a strong tax preparation background who wants to transition into tax planning and advisory work. You will be trained in our internal tax planning methodology and support senior advisors and our tax attorney with plan development and implementation.
Client-facing title: Tax Advisor
Internal title: Tax Planning Assistant
Responsibilities
- 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
Required Qualifications
- 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)
Preferred (Not Required)
- EA or CPA (or actively pursuing)
- Experience with S-corps and partnerships
- Familiarity with tax planning tools/software
Compensation & Benefits
- Salary: $55,000–$65,000 (based on experience)
- 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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