Posted 6 days ago

Tax Assistant

BowieRemoteFull-time

AI Summary

A Tax Assistant at Washington & Co Inc supports the tax team by organizing client documents, preparing workpapers, and assisting with basic tax return preparation under supervision, with a path to becoming a Tax Preparer.

About this role

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)