Tax Planning Assistant (Client-Facing Title: Tax Advisor)

Washington & Co Inc•Bowie, MD

14d•$55,000 - $65,000•Remote

About The Position

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. 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

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)

Nice To Haves

EA or CPA (or actively pursuing)
Experience with S-corps and partnerships
Familiarity with tax planning tools/software

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