Tax Planning Assistant, Tax Advisor
Washington & Co Inc.
full-time
Posted on:
Location Type: Remote
Location: Maryland • United States
Visit company websiteExplore more
Salary
💰 $55,000 - $65,000 per year
About the role
- 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
Requirements
- 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)
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax preparationtax planningtax researchanalyzing tax returns104010651120Sclient-facing documentationworkflow tracking
Soft Skills
attention to detailcommunication skillsindependent workorganizational skills