Tax Planning Assistant (Client-Facing Title: Tax Advisor)
$55k - $65kWashingtonco
About Us 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. Role Overview 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 #J-18808-Ljbffr Washingtonco
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Planning Assistant (Client-Facing Title: Tax Advisor) in Bowie, MD vacancy
- H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office in the United States. No prior tax experience is... ...start from day one, with responsibilities including gathering client information, preparing tax returns, and answering questions while...SuggestedHourly paySeasonal workWork at officeLocal area
- H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare accurate returns and help clients navigate complex tax situations with confidence. You'll interview... ...local office role with competitive pay and an incentive plan. Strong communication and at least 2 years of tax...SuggestedSeasonal workWork at officeLocal area
$19.07 - $69.92 per hour
...Seasonal Tax Advisor As a seasonal Tax Advisor at H&... ...trusted advisor who helps clients navigate complex tax... ..., and an incentive plan that rewards your impact... ...IRS support, tax notice assistance, and audit guidance to... ...working in a client facing, consultative, or advisory...SuggestedHourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaH&R Block
Bowie, MD2 days ago- H&R Block in Maryland is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer personalized recommendations. You will build trusted relationships and identify tax savings...SuggestedSeasonal workWork at officeLocal area
- H&R Block, Inc. is hiring a seasonal Tax Advisor in Maryland. You will prepare tax returns for... ...individuals and businesses, interview clients to understand their financial situations... ..., and opportunities to boost earnings with incentive plans. #J-18808-Ljbffr H&R BlockSuggestedSeasonal workWork at officeLocal area
- H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training provided. You will answer questions, highlight tax savings opportunities, and recommend products and services. This in-person role at a local H...Hourly paySeasonal workWork at officeLocal area
- H&R Block is hiring a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will interview clients, identify tax-saving opportunities, and deliver personalized guidance using our training and...Seasonal workWork at officeLocal area
- H&R Block in Maryland is seeking a Seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare complete... ...leading training and technology, with a competitive hourly rate and an incentive plan based on impact. #J-18808-Ljbffr H&R BlockHourly paySeasonal work
- H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll gather client information, prepare returns with training support, and clearly explain tax details while identifying potential savings opportunities. No prior tax experience is...Hourly paySeasonal workWork at officeLocal area
$50k - $55k
...Washington & Co Inc. is a strategic tax and accounting advisory firm.... ...specialize in proactive tax planning for business owners-not just tax preparation. We help clients reduce tax liability through... ...-oriented and motivated Tax Assistant who's eager to grow into a Tax...Remote workWashington
Bowie, MD1 day ago$16.65 - $20.55 per hour
...Seasonal Tax Associate As a seasonal Tax Associate... ...a career in tax and client services—no prior tax experience... ...Experience in a client-facing or consultative role,... ...short-term incentive plans, which could generate... ...k) Plan), the Employee Assistance Program, (virtual)...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shiftH&R Block
Bowie, MD17 hours ago- ...team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm,... ...leadership, communication, and client-facing skills. ~ CPA / EA preferred (or in progress/planned). Job Type: Full-time...Full timeLocal areaRemote workFlexible hours
gpac
Bowie, MD17 hours ago - H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions...Hourly paySeasonal workWork at officeLocal areaFlexible hours
- H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. You’ll build lasting client relationships, supported by comprehensive training and technology, and work in-person at...Seasonal workWork at officeLocal area
- H&R Block is hiring a seasonal Tax Associate in Maryland to work in-person at a local tax office. You will gather information from clients, prepare tax returns with support from teammates, and clearly explain tax information while identifying savings opportunities. No prior...Seasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...Overview Intuit is seeking Tax Experts for the... ...Benefits: 401(k) savings plan with Intuit matching, paid... ...plan, employee assistance program, product discounts... ...passionate about helping clients navigate the complexities... ...is a virtual, customer-facing role, so you will use...Extra incomeFull timeWork at officeRemote work
Dev
Laurel, MDmore than 2 months ago - H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from day one. You will explain tax information clearly, identify savings opportunities, and recommend products or services. The role emphasizes...Hourly paySeasonal workWork at office
$27 - $41 per hour
...opportunity combines tax expertise,... ...serve as a trusted advisor, empowering customers... ...payroll, financial planning, and advisory services... ...TurboTax's client base within the local... ...Serve as the local face of TurboTax,... ...Intuit, Employee Assistance Program discounts...Work at officeLocal areaMonday to FridayIntuit
Riverdale, MDa month ago$85k - $95k
...five years of public accounting tax experience. Applicants must... ...that accurately reflect each client's circumstances, identify... ...opportunities for stronger tax planning and financial outcomes. Position... ...documentation standards. Assist with training and mentoring tax...Permanent employmentFull timeContract workPart timeFreelanceSeasonal workRemote workMonday to FridayWashington
Bowie, MD3 days ago$120k - $140k
...serve a wide range of clients—from general contractors... ...seeking a highly motivated Assistant Controller to join our... ...basis. Assist in tax documentation... ...(k) retirement savings plan Reasonable Accommodations... ...recruiter with the job title and requisition number....For contractorsFor subcontractorInterim roleLocal areaLegence
Beltsville, MD4 days ago$35 - $40 per hour
DescriptionKforce has a client that is seeking a Payroll Tax Specialist in Bowie, MD.Summary:We are seeking a detail-oriented Payroll Tax Specialist... ...reconciliations and prepare journal entries as needed* Assist with payroll audits and provide supporting documentation...Local areaKForce
Bowie, MD4 days ago- ...If you join our team as a Entry-Level Seasonal Tax Preparer , you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide... ...locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider...Hourly paySecond jobSeasonal workLocal areaFlexible hours
$28 - $36 per hour
...Job Description Job Description Job Title: Business Operations Associate Hours:... ...technology with personalized service to our clients. Level One Personnel services range from... ...partnering with companies to help them plan their long-term contingent workforce needs...Permanent employmentTemporary workMonday to FridayLevel One Personnel
Beltsville, MD6 days ago- ...to join our TurboTax Local Service Expert team. You will provide full‑service tax preparation and personalized tax advice at a TurboTax location, serving both in‑person and virtual clients across the United States. You will collaborate with specialists in bookkeeping,...Local area
- ...Job Title The following is the job description for the position... ...guidance on program planning, execution, and evaluation for... ...Independently studies problems facing operating unit functions or those... ...Provides technical advice and staff assistance to executives, field managers...
Treasury Department
Lanham, MD1 day ago - ...Job Title Expert Analyst Job Description The following... ...interpreting guidance on program planning, execution, and evaluation... ...Independently studies problems facing operating unit functions or... ...Provides technical advice and staff assistance to executives, field managers...
Internal Revenue Service
Lanham, MD2 days ago - ...precision, and deep expertise to solve the most complex challenges facing our clients and communities.Each and every role throughout our... ...collections management and project budgeting, as well as backup assistance on coding and processing A/P, time sheets, and expense...Contract work
HDR
Fulton, MD2 days ago $65k - $85k
...objectives. Key Responsibilities Client & Stakeholder Engagement... ...life and AD&D, and Employee Assistance Program Time Off Benefits:... ...Benefits: 401(k) retirement savings plan Reasonable Accommodations... ...recruiter with the job title and requisition number. Employment...Work at officeLocal areaVarcoMac LLC
Odenton, MD1 day ago- ...prospérer. Avec environ 100 millions de clients dans le monde qui utilisent des produits... ...you will help our customers complete their taxes using Intuit TurboTax products. By providing... ...understand. This is a virtual, customer-facing role, so you will use our state of the...Temporary workSelf employmentFlexible hours
$28.85 - $36.06 per hour
...Job Title: Staff Accountant Job Description The Staff... ...correct any variances. Assist with month-end and year-... ...to specific elections, plan, or program terms. If eligible... ...) Retirement Plan - Pre-tax and Roth post-tax... ...solutions to thousands of clients across the globe. Specialized...Full timeContract workTemporary workWork experience placementWork at officeTalentify.io
Lanham, MD3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Planning Assistant (Client-Facing Title: Tax Advisor). Be the first to apply!
Related searches
- airport customer service agent Bowie, MD
- client experience specialist Bowie, MD
- customer service associate Bowie, MD
- customer success specialist Bowie, MD
- hospital customer service representative Bowie, MD
- customer service representative hiring Bowie, MD
- community service representative Bowie, MD
- client service representative Bowie, MD
- customer support representative Bowie, MD
- customer relations specialist Bowie, MD