Washington & Co Inc.

• Own client relationships • Oversee and improve tax planning processes • Ensure timely and accurate execution of all tax strategies • Support and develop team members • Serve as a key leader in stabilizing and scaling the department • Lead tax planning engagements from kickoff through implementation and quarterly reviews • Present tax strategies clearly and confidently to clients • Serve as primary advisor for high-income and complex clients • Respond to client inquiries in a timely and professional manner • Ensure all tax strategies are implemented accurately and on time (e.g., entity elections, estimated tax planning, filings) • Review and oversee tax returns for business owners and high-net-worth individuals • Maintain and update tax planning calculations and projections throughout the year • Identify and resolve errors before they impact clients • Implement and enforce structured workflows within ClickUp • Ensure all tasks, deadlines, and deliverables are tracked and completed • Improve internal processes to increase efficiency and reduce errors • Establish accountability across the tax planning team • Train and mentor team members transitioning into tax planning roles • Review work and provide clear feedback and direction • Support development of internal training materials • Stay current on tax law changes and proactively apply them to client strategies • Research and develop advanced tax strategies for business owners • Partner with leadership to improve service delivery and client experience

• 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

• Oversee accurate, GAAP-compliant monthly, quarterly, and annual financials • Manage the entire close process • Analyze financial data to drive insight and decision-making • Collaborate on annual budgets and cash flow forecasting • Provide direct supervision, coaching, and accountability for the accounting staff • Own and improve accounting systems and workflows • Serve as a trusted financial liaison for client engagements

• Assist with bookkeeping & financial reconciliations – Help manage financial records and ensure accuracy in reporting. • Work with QuickBooks Online – Gain hands-on experience with accounting software by processing transactions and reviewing financial statements. • Support payroll & compliance functions – Assist in payroll processing and ensuring compliance with financial regulations. • Participate in financial reporting – Help prepare financial statements, reports, and client summaries. • Conduct market & industry research – Analyze financial trends and insights to support business strategies.

• 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.

• Prepare and analyze accurate, timely financial statements in full compliance with US GAAP • Own the monthly, quarterly, and annual close processes • Identify gaps and improve accounting processes to drive efficiency and accuracy • Assist with developing and managing budgets, ensuring alignment with business goals • Work directly with clients to manage financial operations and resolve complex issues • Support, mentor, and guide junior accounting staff

• Assist with preparation of tax plans for business owners • Review and analyze tax returns (1040, 1065, 1120S, etc.) to identify planning opportunities • Support quarterly planning reviews and implementation steps • Conduct tax research and summarize findings for the advisory team • Prepare client-facing summaries, action items, and follow-up documentation • Coordinate with tax preparation/accounting team to support plan execution • Maintain organized client files and workflow tracking in our systems