Tax Assistant

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

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.

Who You Are

You’re not just looking for a job — you’re building a career. You take initiative, meet deadlines, and don’t mind rolling up your sleeves to learn something new. You’re motivated by progress and value being part of a team that cares about your professional growth as much as your contributions.

Who We Are Looking For

• Someone who is organized, dependable, and eager to learn.
• Someone who asks questions, takes initiative, and takes pride in getting things right the first time.
• Someone who thrives in a fast-paced, collaborative, and fully remote environment.
• Someone who’s ready to grow into a professional Tax Preparer with mentorship and training support.

What You’ll Do

• 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.

What You Bring

• 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.

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

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.