Tax Manager- WA

Jacobson Lawrence & Co; Bellevue (WA); In loco; USD 85.000 - 160.000; Tempo pieno

Descrizione del lavoro

Jacobson Lawrence & Co seeks a seasoned Tax Manager to lead the tax team in Seattle, WA. You will oversee the preparation and review of complex federal and multistate returns and guide planning strategies for a diverse client portfolio, including corporations, partnerships, trusts, and high-net-worth individuals.

You will supervise staff, ensure compliance with state and federal tax laws (with emphasis on Washington B&O tax and nexus rules), manage client relationships, and drive process

Competenze

• Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA license (Washington or reciprocity).
• 5–8+ years of progressive tax experience, preferably in public accounting.
• Strong expertise in federal tax regulations and multistate taxation.
• Experience with Washington State taxes, including B&O tax and nexus rules.
• Proven leadership and ability to supervise staff.
• Excellent analytical, organizational, and project management skills.
• Strong client service and communication skills.
• Advanced proficiency with Microsoft Excel.

Mansioni

• Oversee and review federal returns for individuals, corporations, partnerships, and trusts.
• Lead tax planning strategies and compliance initiatives for clients.
• Manage client relationships and serve as primary contact.
• Oversee IRS audits, notices, and Washington Dept of Revenue inquiries.
• Mentor and develop Tax Seniors and Associates.
• Monitor changes in federal and Washington tax laws and advise clients.
• Drive process improvements in tax workflows and software (e.g., Lacerte).
• Collaborate with partners on engagements and business development.

Conoscenze

Leadership

Client communication

Analytical thinking

Project management

Microsoft Excel

Formazione

Bachelor's degree in Accounting/Finance/related field

Active CPA license (Washington or reciprocity)

Strumenti

Lacerte

CCH/BNA tax research platforms

Descrizione del lavoro

Tax Manager

Position Summary

We are seeking a highly experienced and driven Tax Manager to join our tax team in Seattle, Washington. In this role, you will oversee the preparation and review of complex tax engagements, lead tax planning strategies, and manage client relationships across a diverse portfolio, including corporations, partnerships, trusts, and high-net-worth individuals. The Tax Manager will play a key leadership role in the firm, supervising staff, ensuring compliance, and providing strategic guidance on federal and multistate tax matters, with an emphasis on Washington state and local tax considerations.

Key Responsibilities

• Oversee and review federal tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and compliance
• Manage the preparation and review of tax extensions, estimated payments, and tax projections
• Conduct advanced research and analysis of complex federal and multistate tax issues, including Washington State business taxes (e.g., B&O tax), and communicate recommendations to clients and firm leadership
• Lead tax planning strategies and compliance initiatives tailored to client needs
• Serve as the primary point of contact for clients, managing relationships and delivering high-quality service
• Manage and oversee IRS audits, notices, and correspondence, as well as Washington Department of Revenue inquiries
• Supervise, mentor, and develop Tax Seniors and Associates, including reviewing workpapers and providing ongoing feedback
• Ensure adherence to firm quality control standards and maintain well-documented, organized files
• Monitor changes in federal and Washington tax laws and proactively advise clients and internal teams on impacts
• Drive process improvements and efficiencies within tax workflows and software utilization (e.g., Lacerte)
• Collaborate with partners on client engagements, business development opportunities, and practice growth initiatives

Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or related field
• Active CPA license (Washington or ability to obtain reciprocity)
• 5-8+ years of progressive tax experience, preferably in public accounting
• Strong expertise in federal tax regulations and multistate taxation
• Experience with Washington State tax considerations, including B&O tax and nexus rules
• Extensive experience reviewing complex returns across multiple entity types
• Demonstrated leadership and team management experience
• Excellent analytical, organizational, and project management skills
• Strong client service and communication skills
• Advanced proficiency with Microsoft Office Suite, particularly Excel

Preferred:

• Experience with Washington Department of Revenue audits and compliance
• Proven experience managing client relationships and leading engagements
• Experience with complex tax planning and consulting projects
• Proficiency with Lacerte and tax research platforms such as CCH or BNA

Salary Range

$85,000 – $160,000 annually, depending on experience and qualifications