Washington & Co Inc.

• Prepare individual, S-Corporation, Partnership, and Corporate tax returns.
• Manage assigned clients from document collection through filing.
• Handle complex returns, including returns with business activity, rental activity, investment activity, multiple income sources, and multi-state considerations.
• Review client records, prior-year returns, accounting information, and supporting documents for completeness and accuracy.
• Identify missing information, unclear items, technical issues, and inconsistencies before returns move to final review.
• Maintain organized workpapers, notes, and supporting documentation.
• Use ProConnect Tax Online confidently and efficiently to prepare and manage client returns.
• Review prepared returns for accuracy, completeness, and compliance with current tax law and firm standards.
• Review junior staff work as needed and provide clear feedback to improve accuracy and review readiness.
• Identify and resolve preparation issues before they affect clients or delay filing.
• Support timely e-filing, return assembly, and completion processes.
• Help refine internal preparation and review procedures to improve accuracy, consistency, and efficiency.
• Communicate directly with clients regarding missing documents, open items, return status, and next steps.
• Provide clear, professional, and timely updates to clients and internal team members.
• Manage client relationships independently while escalating complex matters when appropriate.
• Identify potential tax planning opportunities during return preparation and communicate them to the Tax Planning team.
• Support a client experience that is accurate, responsive, and professional.
• Manage multiple client files and deadlines with urgency and accountability.
• Follow firm workflows, checklists, task systems, and documentation standards.
• Support process improvements that reduce errors, improve review readiness, and increase efficiency.
• Assist with training, mentoring, and development of future tax staff as needed.
• Stay current on tax law changes, IRS updates, and preparation requirements.

Senior Tax Preparer