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

$55k - $65k

Washington & Co Inc.

Tax Planning Assistant

Washington & Co Inc. is a strategic tax and accounting advisory firm. We specialize in proactive tax planning for business ownersnot 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

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

Washington & Co Inc.

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Vacancy posted 4 days ago

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