Tax Manager (Strategic Tax Planning & Client Advisory)

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    "datePosted": "2026-05-13",
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    "description": "<p><span style=\"font-weight: bold\">About Washington &amp; Co Inc.</span></p>\n<p>Washington &amp; 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.</p>\n<p>We are growing and seeking an experienced Tax Manager who can lead tax planning engagements, improve internal processes, and manage high-value client relationships.</p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Position Overview</span></p>\n<p>This is a leadership role within our Tax Planning Department.</p>\n<p>The Tax Manager will:</p>\n<ul>\n<li>Own client relationships</li>\n<li>Oversee and improve tax planning processes</li>\n<li>Ensure timely and accurate execution of all tax strategies</li>\n<li>Support and develop team members</li>\n<li>Serve as a key leader in stabilizing and scaling the department</li>\n</ul>\n<p>This role requires both <span style=\"font-weight: bold\">technical expertise and operational leadership</span>.</p>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Key Responsibilities</span><br><span style=\"font-weight: bold\">Client Advisory &amp; Tax Planning Leadership</span></p>\n<ul>\n<li>Lead tax planning engagements from kickoff through implementation and quarterly reviews</li>\n<li>Present tax strategies clearly and confidently to clients</li>\n<li>Serve as primary advisor for high-income and complex clients</li>\n<li>Respond to client inquiries in a timely and professional manner</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Execution &amp; Accountability</span></p>\n<ul>\n<li>Ensure all tax strategies are implemented accurately and on time (e.g., entity elections, estimated tax planning, filings)</li>\n<li>Review and oversee tax returns for business owners and high-net-worth individuals</li>\n<li>Maintain and update tax planning calculations and projections throughout the year</li>\n<li>Identify and resolve errors before they impact clients</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Process &amp; Workflow Management</span></p>\n<ul>\n<li>Implement and enforce structured workflows within ClickUp</li>\n<li>Ensure all tasks, deadlines, and deliverables are tracked and completed</li>\n<li>Improve internal processes to increase efficiency and reduce errors</li>\n<li>Establish accountability across the tax planning team</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Team Leadership &amp; Development</span></p>\n<ul>\n<li>Train and mentor team members transitioning into tax planning roles</li>\n<li>Review work and provide clear feedback and direction</li>\n<li>Support development of internal training materials</li>\n<li>Elevate overall team performance and technical capability</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Strategy &amp; Continuous Improvement</span></p>\n<ul>\n<li>Stay current on tax law changes and proactively apply them to client strategies</li>\n<li>Research and develop advanced tax strategies for business owners</li>\n<li>Partner with leadership to improve service delivery and client experience</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Qualifications</span><br><span style=\"font-weight: bold\">Required</span></p>\n<ul>\n<li>5+ years of tax experience (with strong exposure to tax planning)</li>\n<li>Experience managing client relationships directly</li>\n<li>Strong knowledge of business tax (S Corps, partnerships, entity structuring)</li>\n<li>Proven ability to manage multiple clients and deadlines</li>\n<li>Strong communication and problem-solving skills</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Preferred</span></p>\n<ul>\n<li>CPA or EA</li>\n<li>Experience in a tax planning or advisory-focused firm</li>\n<li>Experience managing or mentoring staff</li>\n<li>Familiarity with tools such as QuickBooks, ProConnect, Corvee, ClickUp, and Excel</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">What We Are Looking For</span></p>\n<p>We are looking for someone who:</p>\n<ul>\n<li>Takes ownership and follows through</li>\n<li>Is proactive, not reactive</li>\n<li>Can identify problems and fix them</li>\n<li>Communicates clearly and confidently with clients</li>\n<li>Thrives in a fast-paced, growth-oriented environment</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Compensation &amp; Benefits</span></p>\n<p><span style=\"font-weight: bold\">Salary Range:</span> $95,000 – $120,000 (based on experience)</p>\n<ul>\n<li>100% Remote</li>\n<li>PTO (single policy)</li>\n<li>Health insurance after 60 days</li>\n<li>Education assistance (up to $5,250 after 1 year)</li>\n<li>Access to CPE.com</li>\n</ul>\n<p><span style=\"font-weight: bold\">Certification bonuses</span>:</p>\n<ul>\n<li>CPA: $2,000</li>\n<li>EA: $1,500</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Why This Role Matters</span></p>\n<p>This position plays a critical role in strengthening our tax planning department, improving client experience, and supporting the firm’s continued growth.</p>",
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