Senior Tax Preparer

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

Senior Tax Preparer

We are seeking an experienced Senior Tax Preparer to join our remote Tax Department. This role is ideal for a tax professional with strong public accounting experience, advanced ProConnect Tax Online knowledge, and the ability to independently manage individual and business tax returns from document collection through filing.

Who You Are

The Senior Tax Preparer will prepare and review individual and business tax returns, manage assigned client work independently, communicate directly with clients, and help ensure returns are accurate, complete, and delivered on time.

This role requires strong technical tax preparation skills, sound judgment, attention to detail, and the ability to work independently in a fully remote environment. The right candidate will be comfortable handling complex returns, multi-state filings, client communication, and review-ready work with minimal supervision.

Who We Are Looking For

Tax Preparation & Client Management

• 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.

Review, Accuracy & Compliance

• 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.

Client Communication & Planning Awareness

• 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.

Workflow & Team Support

• 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.

What You Bring

• 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 (Not Required)

• 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.

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:

• Salary: $85,000 – $95,000 (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
• Required virtual meetings and semiannual in-person conferences.
• Certification bonus: CPA $2,000 | EA $1,500 | MST/MSA $2,500

Schedule:

• Monday to Friday – 9AM to 6PM EST

License/Certification:

• Enrolled Agent (Preferred)
• CPA (Preferred)

Education:

• Bachelor’s (Required)

Experience:

• Minimum 5 years of public accounting tax experience.

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.