Tax Assistant

Posted Yesterday
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Hiring Remotely in Bowie, MD, USA
In-Office or Remote
50K-55K Annually
Junior
Professional Services • Consulting • Financial Services
The Role
Assists the tax team with organizing client documents, entering financial data, preparing workpapers, supporting basic tax returns, communicating with clients, and managing electronic filing, tax documentation, and onboarding processes. The role includes training and development toward advancement into a Tax Preparer position.
Summary Generated by Built In

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

Skills Required

  • 1-2 years of experience in accounting, bookkeeping, or administrative support
  • Strong attention to detail and commitment to accuracy
  • Excellent professional, clear, and client-friendly communication skills
  • Proficiency in Microsoft Excel, Google Workspace, or similar tools
  • Desire to grow into a Tax Preparer role through mentorship and hands-on learning
  • EA or CPA certification, or actively pursuing certification
  • Experience with S-corps and partnerships
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The Company
11 Employees
Year Founded: 2007

What We Do

Washington & Co Inc. is a Bowie, Maryland-based strategic tax and accounting advisory firm. It provides proactive tax planning for business owners, tax preparation, tax resolution, entity creation and dissolution, monthly accounting and bookkeeping, payroll, and outsourced proactive CFO services. The firm aims to reduce clients' tax liability legally through customized, compliant strategies and year-round advisory support for individuals and small-to-medium businesses.

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