FULLY REMOTE - Tax Strategist (EA or CPA License REQUIRED & Degree in Finance or Accounting)

Washington & Co Inc.

$80K — $90K *
Bowie, MD 20721In-Person
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • EA or CPA required to represent clients
  • Minimum 3 years of experience in tax strategy or advisory
  • Strong communication skills for all formats
  • Confidence in delivering complex financial advice
  • Excellent organizational skills for multitasking
  • Familiarity with tax planning software or strong Excel skills

Responsibilities

  • Lead proactive client relationships and provide year-round tax-saving strategies
  • Analyze client tax returns and financial data for opportunities
  • Implement strategies on entity structure, compensation, retirement, and deductions
  • Stay informed of tax law changes and communicate their impact
  • Collaborate with the accounting team for seamless client support
  • Ensure exceptional onboarding experiences for new clients

Benefits

  • 401(k) with matching contributions
  • Health, dental, and vision insurance
  • Paid time off programs
  • Professional development assistance
  • Remote work flexibility
  • Bonus opportunities
Full Job Description
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

Similar Jobs

More Jobs at Washington & Co Inc.

More Legal & Accounting Jobs

Find similar FULLY REMOTE - Tax Strategist (EA or CPA License REQUIRED & Degree in Finance or Accounting) jobs: