Tax Associate (part-time)

Cassaday & Company • McLean, VA

4d • $25 - $30 • Hybrid

About The Position

The Tax Associate supports the growth of the firm’s tax advisory services by assisting with tax research, estimated tax calculations, and coordination across internal teams. Working closely with the Director of Tax, the associate helps expand the department’s capacity to deliver accurate, timely, and proactive tax planning as part of the firm’s integrated wealth management approach.

This role provides hands-on experience and mentorship from an experienced tax expert. As the department grows, the Tax Associate may take on increasingly complex analytical and tax planning responsibilities and contribute to the development of the firm’s tax advisory services, with opportunities for professional advancement.

The position is based out of the firm’s McLean, Virginia office, with eligibility for a hybrid schedule after a successful 90-day introductory period. It is part-time, approximately 29 hours per week, scheduled during core business hours of 9:00 a.m. to 5:00 p.m. The anticipated compensation is $25.00–$30.00 per hour, commensurate with experience.

Requirements

• CPA eligibility.
• Bachelor’s degree in accounting, finance, taxation, or a related field.
• Working knowledge of individual income tax returns and common planning concepts.
• Strong Excel skills and ability to work with projections and client data.
• Strong writing skills for client-ready and advisor-facing summaries.
• Detail-oriented and organized, with the ability to manage multiple open requests.

Nice To Haves

• Enrolled Agent credential or progress toward a tax credential.
• 1–3 years of tax, public accounting, wealth management, or financial planning experience.

Responsibilities

• Assist with tax projections and planning strategies, including Roth conversions, qualified charitable distributions (QCDs), donor-advised funds (DAFs), tax withholding, retirement income planning, and Medicare IRMAA considerations.
• Review client tax returns to identify potential tax planning opportunities.
• Prepare client meeting materials, including prior-year tax summaries and projection exhibits.
• Take notes during client meetings and track post-meeting action items through completion.
• Research tax laws, regulations, and planning strategies to support client recommendations.
• Draft internal responses to tax-related questions and document supporting sources for review.
• Assist with document formatting, PDF conversion, email drafts, template maintenance, and internal knowledge-base updates.
• Track open tax requests and maintain status dashboards in the CRM to ensure timely completion of deliverables.

Benefits

• Paid time off.
• Health and Wellness Program, including paid gym membership, monthly wellness stipend, and ongoing employee wellness events.
• Paid parking in a covered garage.
• Company-sponsored employee appreciation events.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level