Washington & Co Inc.

Tax Manager – Strategic Tax Planning, Client Advisory

Washington & Co Inc.

full-time

Posted on:

Location Type: Remote

Location: Maryland • United States

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Salary

💰 $95,000 - $120,000 per year

About the role

  • 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

Requirements

  • 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
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtax strategiestax returnsentity electionsestimated tax planningtax law changesbusiness taxS Corpspartnershipsentity structuring
Soft Skills
client relationship managementleadershipcommunicationproblem-solvingmentoringteam developmentfeedbackaccountabilityefficiency improvementprofessionalism
Certifications
CPAEA