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Washingtonco

Tax Planning Assistant (Client-Facing Title: Tax Advisor)

Bowie, Maryland, Remote

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hirly's read of this role

Seniority
Mid level
Stated salary
$55,000 – $65,000 per year
Country
US
Work mode
Remote-friendly
First seen by hirly
1 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

  • About Us
  • Washington & Co Inc. is a strategic tax and accounting advisory firm. We specialize in proactive tax planning for business owners—not just tax preparation. We help clients reduce tax liability through customized, compliant strategies and year-round advisory support.
  • Role Overview
  • We are hiring a Tax Planning Assistant to support our Tax Planning Department. This is an ideal role for someone with a strong tax preparation background who wants to transition into tax planning and advisory work. You will be trained in our internal tax planning methodology and support senior advisors and our tax attorney with plan development and implementation.
  • Client-facing title: Tax Advisor
  • Internal title: Tax Planning Assistant

Responsibilities

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

Required Qualifications

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)

Preferred (Not Required)

EA or CPA (or actively pursuing)

Experience with S-corps and partnerships

Familiarity with tax planning tools/software

Compensation & Benefits

Salary: $55,000–$65,000 (based on experience)

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

Original posting on Washingtonco's site ↗

Listed on hirly, a job board. hirly is not the employer: Washingtonco is hiring for this role.

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