Tax Assistant

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’re looking for a detail-oriented and motivated Tax Assistant who’s eager to grow into a Tax Preparer role. This is a perfect opportunity for someone who loves learning, enjoys working with numbers, and wants to build a career in tax and accounting at a strategic, forward-thinking firm. If you’re the kind of person who takes pride in accuracy, loves helping clients stay organized, and gets satisfaction from seeing everything come together seamlessly — you’ll fit right in. Responsibilities - Assist the tax team in gathering, organizing, and reviewing client documents. - Input financial data and prepare workpapers for individual and business tax returns. - Support the preparation of basic tax returns under supervision. - Communicate with clients to request missing information or clarify details. - Help implement firm processes such as electronic filing, tax document management, and client onboarding. - Participate in training and professional development to prepare for advancement. Required Qualifications - 1–2 years of experience in accounting, bookkeeping, or administrative support (preferred). - Strong attention to detail and commitment to accuracy. - Excellent communication skills — professional, clear, and client-friendly. - Proficiency in Microsoft Excel, Google Workspace, or similar tools. - Experience with tax or accounting software is a plus (e.g., Drake, Lacerte, or QuickBooks). - Desire to grow into a Tax Preparer role through mentorship and hands-on learning. Preferred (Not Required) - EA or CPA (or actively pursuing) - Experience with S-corps and partnerships Compensation & Benefits - Salary: $50,000–$55,000 (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