FULLY REMOTE - Tax Strategist (EA or CPA License REQUIRED & Degree in Finance or Accounting)
About Us 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 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 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’ll Do • Lead client relationships built on proactive guidance and year-round tax-saving strategies. • Analyze tax returns and financial data to spot opportunities before anyone else does. • Implement tax strategies on entity structure, compensation, retirement planning, and deductions. • Stay ahead of tax law changes and explain their impact to clients in plain language. • Partner with our accounting team to make sure clients have seamless, full-service support. • Help onboard new clients and make their first experience with us exceptional. 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. 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. Confidence can sometimes hold us back from applying for a job. But we'll let you in on a secret: there's no such thing as a 'perfect' candidate. Washington Accounting Services Inc.is a place where everyone can grow. So however you identify and whatever background you bring with you, please apply if this is a role that would make you excited to come into work every day. How to Apply: If you are enthusiastic about contributing to a forward-thinking and innovative accounting practice, please apply by submitting your resume and a cover letter detailing your relevant experience and passion for working with businesses. Next Steps: After reviewing applications, qualified candidates will be contacted for an initial interview. Successful applicants will have the opportunity to participate in subsequent rounds of interviews to further assess fit and compatibility with our firm's values and culture. Job Type: Full-time Pay: $80,000.00 - $90,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Professional development assistance • Vision insurance • Work from home Schedule: • Monday to Friday Supplemental Pay: • Bonus opportunities Experience: • Tax experience: 3+ years (Required) License/Certification: • CPA (Preferred) • Enrolled Agent (Preferred) Work Location: Remote Apply tot his job