Join Our Team at Washington & Co Inc.
Washington & Co Inc. is a leading provider of strategic tax and accounting advisory services, specializing in tax planning, tax preparation, tax resolution, entity creation and dissolution, monthly accounting, payroll, and proactive CFO services. With over 17 years of expertise, we are committed to delivering forward-thinking solutions and results-driven financial strategies for our clients.
Position Description
Tax Strategist – Strategic Thinker Wanted
We are looking for a confident, experienced, and licensed Tax Strategist who thrives on strategy, not just compliance. This isn’t a role for someone who wants to stay buried in tax prep—it’s for someone who wants to look ahead, anticipate issues before they happen, and help clients grow through smart, forward-thinking tax planning.
If you love advising clients year-round, uncovering tax savings, and being the person they trust to guide their financial decisions—not just react to them—you’re exactly who I want on my team.
Who You Are
You’re not looking for a routine job—you want a role where you can think critically, advise boldly, and make a measurable impact. You see potential problems before they appear and already have solutions in mind. You take feedback well, communicate openly, and thrive in a team that values honesty and initiative.
Who We Are Looking For
- Someone who is strategic by nature—you see the bigger picture and know how to plan for it.
- Someone who thrives under pressure, can pivot quickly, and still gets the job done.
- Someone who doesn’t say “that’s not my job”—you roll up your sleeves, dive in, and figure it out.
- Someone who can switch between high-level analysis and detailed review without missing a beat.
- Someone who loves helping people, goes the extra mile, and gets excited about finding creative tax solutions.
What You Bring
- 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.
What’s In It For You?
Here’s what you’ll get when you join our team:
- Flexibility: Work where you’re most productive – remotely.
- Time to Recharge: Progressive PTO so you can stay fresh.
- Financial Security: 401(k) with company matching – let’s build your future.
- Health First: Comprehensive health, dental, and vision insurance.
- Supportive Culture: A team that values your input, respects your time, and cheers your success.
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Opportunities for advancement
- Paid time off
- Vision insurance
- Work from home
Schedule:
- Monday to Friday – 9AM to 6PM EST
License/Certification:
- Enrolled Agent (Preferred)
- CPA (Preferred)
Education:
- Bachelor’s (Required)
Experience:
- Tax Planning: 3+ years (Required)
Next Steps
Ready to take the next step in your accounting career? Great! Here’s how to join us:
- Submit your application – make sure your resume highlights why you’re a perfect fit.
- Initial phone screen (30 minutes).
- Technical skills test – show us your accounting chops.
- Panel/culture interview (30 minutes).
- Final interview and offer discussion.
We’re looking forward to meeting you and seeing how you’ll make an impact on our team.