Washington & Co Inc.

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

Washington & Co Inc.

full-time

Posted on:

Location Type: Remote

Location: Maryland • United States

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Salary

💰 $80,000 - $90,000 per year

About the role

  • 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.

Requirements

  • EA or CPA REQUIRED – you must be licensed to represent clients.
  • At least 3 years in tax strategy or advisory (more than just prep).
  • Excellent communication—you’re comfortable on Zoom, in writing, and face-to-face.
  • Confidence delivering complex advice clearly and decisively.
  • Strong organizational skills—you can juggle multiple clients and timelines with ease.
  • Familiarity with tax planning software (like Corvee, Tax Planner Pro) or strong Excel skills.
Benefits
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance
  • Work from home
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax strategytax advisorytax planningfinancial analysisentity structurecompensation planningretirement planningdeductions
Soft Skills
communicationorganizational skillsclient relationship managementproactive guidancedecisiveness
Certifications
EACPA