Tax Manager (Strategic Tax Planning & Client Advisory)

About Washington & Co Inc.

Washington & Co Inc. is a strategic tax and accounting advisory firm focused on proactive tax planning for business owners. We go beyond tax preparation to help clients make smarter financial decisions year-round.

We are growing and seeking an experienced Tax Manager who can lead tax planning engagements, improve internal processes, and manage high-value client relationships.

Position Overview

This is a leadership role within our Tax Planning Department.

The Tax Manager will:

• 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

This role requires both technical expertise and operational leadership.

Key Responsibilities Client Advisory & Tax Planning Leadership

• 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

Execution & Accountability

• 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

Process & Workflow Management

• 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

Team Leadership & Development

• Train and mentor team members transitioning into tax planning roles
• Review work and provide clear feedback and direction
• Support development of internal training materials
• Elevate overall team performance and technical capability

Strategy & Continuous Improvement

• 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

Qualifications Required

• 5+ years of tax experience (with strong exposure to tax planning)
• Experience managing client relationships directly
• Strong knowledge of business tax (S Corps, partnerships, entity structuring)
• Proven ability to manage multiple clients and deadlines
• Strong communication and problem-solving skills

Preferred

• CPA or EA
• Experience in a tax planning or advisory-focused firm
• Experience managing or mentoring staff
• Familiarity with tools such as QuickBooks, ProConnect, Corvee, ClickUp, and Excel

What We Are Looking For

We are looking for someone who:

• Takes ownership and follows through
• Is proactive, not reactive
• Can identify problems and fix them
• Communicates clearly and confidently with clients
• Thrives in a fast-paced, growth-oriented environment

Compensation & Benefits

Salary Range: $95,000 – $120,000 (based on experience)

• 100% Remote
• PTO (single policy)
• Health insurance after 60 days
• Education assistance (up to $5,250 after 1 year)
• Access to CPE.com

Certification bonuses:

• CPA: $2,000
• EA: $1,500

Why This Role Matters

This position plays a critical role in strengthening our tax planning department, improving client experience, and supporting the firm’s continued growth.