Washington & Co Inc. logo
Washington & Co Inc.

You don't have to be a tax expert.That's our job! Accounting⭐Taxation⭐ Financial Services ⭐CFO Services ⭐Small Business

Tax Planning Assistant, Tax Advisor

TaxTaxFull TimeRemoteMid LevelTeam 1-10Since 2007Company SiteLinkedIn

Location

Maryland

Posted

1 day ago

Salary

$55K - $65K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job 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

Job 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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