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

washingtonco· Tax Department
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🌍 Remote📍 Bowie, Maryland, United States📍 RemoteFull Time

About this role

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

Frequently Asked Questions

Is the salary disclosed for the Tax Planning Assistant (Client-Facing Title: Tax Advisor) position at washingtonco?
The salary for this Tax Planning Assistant (Client-Facing Title: Tax Advisor) role at washingtonco is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Tax Planning Assistant (Client-Facing Title: Tax Advisor) job at washingtonco remote?
Yes, this Tax Planning Assistant (Client-Facing Title: Tax Advisor) position at washingtonco is remote, with team members based in Bowie, Maryland, United States, Remote. You can work from home or anywhere in the supported regions.
Is the Tax Planning Assistant (Client-Facing Title: Tax Advisor) role at washingtonco full-time or part-time?
This is listed as a Full Time position. It is posted as a Tax Planning Assistant (Client-Facing Title: Tax Advisor) role in the Tax Department department at washingtonco.
Which team or department does the Tax Planning Assistant (Client-Facing Title: Tax Advisor) at washingtonco belong to?
This Tax Planning Assistant (Client-Facing Title: Tax Advisor) position is part of the Tax Department department at washingtonco. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Tax Planning Assistant (Client-Facing Title: Tax Advisor) position at washingtonco?
Click the "Apply Now" button on this page. You will be redirected to washingtonco's official application portal hosted on bamboohr where you can submit your application directly.
When was the Tax Planning Assistant (Client-Facing Title: Tax Advisor) job at washingtonco posted?
This Tax Planning Assistant (Client-Facing Title: Tax Advisor) position at washingtonco was posted on Feb 19, 2026. Apply as soon as possible — early applications are often reviewed first.
Tax Planning Assistant (Client-Facing Title: Tax Advisor)
washingtonco
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