Remote Tax Planning Manager — Client Advisory Lead

Washington & Co Inc; Bowie (MD); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Health insurance after 60 days

Education assistance (up to $5,250 after 1 year)

PTO (single policy)

Certification bonuses (e.g., $2,000 for CPA)

Job summary

A tax and accounting advisory firm is seeking an experienced Tax Manager to oversee tax planning engagements and improve internal processes. This leadership role will involve managing client relationships, ensuring timely execution of tax strategies, and supporting team development. The ideal candidate will have 5+ years of tax experience, strong knowledge of business tax, and proven ability to manage multiple clients. Compensation ranges from $95,000 to $120,000 with remote work, health insurance, and education assistance.

Qualifications

• 5+ years of tax experience with strong exposure to tax planning.
• Experience managing client relationships directly.
• Strong knowledge of business tax (S Corps, partnerships).

Responsibilities

• Lead tax planning engagements from kickoff through implementation.
• Ensure all tax strategies are implemented accurately and on time.
• Train and mentor team members transitioning into tax planning roles.

Skills

Tax planning

Client relationship management

Strong communication skills

Problem-solving

Education

CPA or EA

Tools

QuickBooks

ProConnect

Corvee

ClickUp

Excel

Job description

A tax and accounting advisory firm is seeking an experienced Tax Manager to oversee tax planning engagements and improve internal processes. This leadership role will involve managing client relationships, ensuring timely execution of tax strategies, and supporting team development. The ideal candidate will have 5+ years of tax experience, strong knowledge of business tax, and proven ability to manage multiple clients. Compensation ranges from $95,000 to $120,000 with remote work, health insurance, and education assistance.