Tax Planning Assistant (Client-Facing Title: Tax Advisor)
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 2h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 226d ago
The date the source published, not the day we noticed it (2026-02-19). Last seen at its source 1h ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay
$55k–65k/yr
Published by the source in its own salary field. Shown in the posting's own currency and period; we never convert.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
bamboohr employer's own board first seen 2h ago · last seen 1h ago
The listing
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