Washington & Co Inc.

• 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

Tax Planning Assistant, Tax Advisor

• Assist with tax research & compliance – Support the tax team by researching federal and state tax regulations and preparing tax-related reports.
• Prepare client tax documents – Help with organizing, reviewing, and summarizing financial data for tax filings.
• Analyze tax strategies – Work with senior advisors to evaluate tax-saving opportunities for businesses and individuals.
• Support tax planning initiatives – Learn how to optimize tax strategies by analyzing financial structures.
• Engage in client advisory – Observe client interactions and contribute to advisory projects.

Internship – Tax Advisory

Financial Planning and Analysis

• Lead client relationships built on proactive guidance and year-round tax-saving strategies.
• Analyze tax returns and financial data to spot opportunities before anyone else does.
• Implement tax strategies on entity structure, compensation, retirement planning, and deductions.
• Stay ahead of tax law changes and explain their impact to clients in plain language.
• Partner with our accounting team to make sure clients have seamless, full-service support.
• Help onboard new clients and make their first experience with us exceptional.

Tax Strategist – EA or CPA License Required, Degree in Finance or Accounting

Accounting Manager

• Oversee accurate, GAAP-compliant monthly, quarterly, and annual financials
• Manage the entire close process
• Analyze financial data to drive insight and decision-making
• Collaborate on annual budgets and cash flow forecasting
• Provide direct supervision, coaching, and accountability for the accounting staff
• Own and improve accounting systems and workflows
• Serve as a trusted financial liaison for client engagements

Accountant

• Prepare and analyze accurate, timely financial statements in full compliance with US GAAP
• Own the monthly, quarterly, and annual close processes
• Identify gaps and improve accounting processes to drive efficiency and accuracy
• Assist with developing and managing budgets, ensuring alignment with business goals
• Work directly with clients to manage financial operations and resolve complex issues
• Support, mentor, and guide junior accounting staff

Tax Planning Assistant, Tax Advisor

Internship – Tax Advisory

Tax Strategist – EA or CPA License Required, Degree in Finance or Accounting

Accounting Manager

Lead Accountant