Tax Planning Assistant

Tax Planning Assistant Join Our Team at Washington & Co Inc. Washington & Co Inc. is a leading provider of strategic tax and accounting advisory services, specializing in tax planning, tax preparation, tax resolution, entity creation and dissolution, monthly accounting, payroll, and proactive CFO services. With over 17 years of expertise, we are committed to delivering forward-thinking solutions and results-driven financial strategies for our clients. Position Description Tax Planning Assistant (Client-Facing Title: Tax Advisor) 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. Who You Are You’re not looking for a routine job—you want a role where you can think critically, advise boldly, and make a measurable impact. You see potential problems before they appear and already have solutions in mind. You take feedback well, communicate openly, and thrive in a team that values honesty and initiative. Who We Are Looking For 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 What You Bring 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 What’s In It For You? Here’s what you’ll get when you join our team: Flexibility : Work where you’re most productive – remotely. Time to Recharge : Progressive PTO so you can stay fresh. Financial Security : 401(k) with company matching – let’s build your future. Health First : Comprehensive health, dental, and vision insurance. Supportive Culture : A team that values your input, respects your time, and cheers your success. 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 Schedule: Monday to Friday – 9AM to 6PM EST License/Certification: Enrolled Agent (Preferred) CPA (Preferred) Education: Bachelor’s (Required) Experience: Tax Preparation: 2+ years Next Steps Ready to take the next step in your accounting career? Great! Here’s how to join us: Submit your application – make sure your resume highlights why you’re a perfect fit. Initial phone screen (30 minutes). Technical skills test – show us your accounting chops. Panel/culture interview (30 minutes). Final interview and offer discussion. We’re looking forward to meeting you and seeing how you’ll make an impact on our team. Apply for the Tax Planning Assistant Position Today! #J-18808-Ljbffr Washington & Co Inc.