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.