Senior Tax Preparer

Washington & Co Inc.

Senior Tax Preparer at Washington & Co Inc managing individual and business tax returns. Preparing, reviewing, and communicating with clients in remote work environment.

Posted 6/14/2026full-timeRemote • Maryland • 🇺🇸 United StatesSenior💰 $85,000 - $95,000 per yearWebsite

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Minimum 5 years of public accounting tax experience.
Strong ProConnect Tax Online experience.
Experience preparing individual tax returns independently.
Experience preparing business tax returns, including S-Corporation, Partnership, and Corporate returns.
Experience handling complex tax returns and multi-state filings.
Experience reviewing returns and identifying issues before final review.
Ability to independently manage a client portfolio with minimal supervision.
Strong client communication skills.
Strong attention to detail, problem-solving skills, and commitment to accuracy.
Ability to identify technical issues and resolve or escalate them appropriately.
Ability to identify tax planning opportunities and communicate them to the appropriate team.
Ability to work effectively in a fully remote environment.
Ability to learn firm systems, workflows, and technologies quickly.
Preferred CPA or EA.
Ability to sign returns.
Significant return review experience.
Experience with high-net-worth individual tax returns.
Experience with QuickBooks, ClickUp, Excel, Corvee, or similar tools.
Advanced Excel skills.
Experience training, mentoring, or supporting junior tax staff.
Experience working in a remote professional services environment.

Benefits

Comp & perks

100% remote work environment.
PTO, single policy.
Health insurance after 60 days.
Education assistance up to $5,250 after one year, subject to approval.
Access to CPE.com.
Required virtual meetings and semiannual in-person conferences.
Certification bonuses : CPA: $2,000.
EA: $1,500.
MSA or MST degree completion: $2,500.
Firm-approved advanced CPE completion: $500.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

individual tax returnsS-Corporation tax returnsPartnership tax returnsCorporate tax returnscomplex tax returnsmulti-state filingsreturn reviewtax planningattention to detailproblem-solving

Soft Skills

client communicationindependent client managementtrainingmentoringcommitment to accuracyurgencyaccountabilityprocess improvementfeedback provisionadaptability

Certifications

CPAEA