Tax Manager (Strategic Tax Planning & Client Advisory)

Washington & Co Inc; Bowie (MD); Remote; 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

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

• 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.