Tax Planning AssistantWashington & 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 OverviewWe 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 AssistantResponsibilitiesAssist with preparation of tax plans for business ownersReview and analyze tax returns (1040, 1065, 1120S, etc.) to identify planning opportunitiesSupport quarterly planning reviews and implementation stepsConduct tax research and summarize findings for the advisory teamPrepare client-facing summaries, action items, and follow-up documentationCoordinate with tax preparation/accounting team to support plan executionMaintain organized client files and workflow tracking in our systemsRequired Qualifications2+ years of tax preparation experienceStrong understanding of individual and business tax returnsComfortable working independently in a remote environmentStrong attention to detail and communication skillsInterest in learning proactive tax planning (beyond compliance)Preferred (Not Required)EA or CPA (or actively pursuing)Experience with S-corps and partnershipsFamiliarity with tax planning tools/softwareCompensation & BenefitsSalary: $55,000–$65,000 (based on experience)100% RemotePTO (single PTO policy)Health insurance eligibility after 60 daysEducation assistance up to $5,250 annually after 1 yearTraining access via CPE.comCertification bonus: CPA $2,000 | EA $1,500 | MST/MSA $2,500