Tax Manager (Strategic Tax Planning & Client Advisory)
Washington & Co Inc., Bowie, MD, United States
Tax Manager (Strategic Tax Planning & Client Advisory)
Washington & Co Inc. is a leading provider of strategic tax and accounting advisory services, specializing in tax planning, tax preparation, tax resolution, entity creation and dissolution, monthly accounting, payroll, and proactive CFO services. With over 17 years of expertise, we are committed to delivering forward-thinking solutions and results-driven financial strategies for our clients.
Position Description
Tax Strategist – Strategic Thinker Wanted
We are looking for a confident, experienced, and licensed Tax Strategist who thrives on strategy, not just compliance. This isn’t a role for someone who wants to stay buried in tax prep—it’s for someone who wants to look ahead, anticipate issues before they happen, and help clients grow through smart, forward-thinking tax planning.
If you love advising clients year-round, uncovering tax savings, and being the person they trust to guide their financial decisions—not just react to them—you’re exactly who I want on my team.
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
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
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
Salary Range: $95,000 – $120,000 (based on experience)
100% Remote
Education assistance (up to $5,250 after 1 year)
Access to CPE.com
CPA: $2,000
EA: $1,500
#J-18808-Ljbffr
Washington & Co Inc. is a leading provider of strategic tax and accounting advisory services, specializing in tax planning, tax preparation, tax resolution, entity creation and dissolution, monthly accounting, payroll, and proactive CFO services. With over 17 years of expertise, we are committed to delivering forward-thinking solutions and results-driven financial strategies for our clients.
Position Description
Tax Strategist – Strategic Thinker Wanted
We are looking for a confident, experienced, and licensed Tax Strategist who thrives on strategy, not just compliance. This isn’t a role for someone who wants to stay buried in tax prep—it’s for someone who wants to look ahead, anticipate issues before they happen, and help clients grow through smart, forward-thinking tax planning.
If you love advising clients year-round, uncovering tax savings, and being the person they trust to guide their financial decisions—not just react to them—you’re exactly who I want on my team.
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
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
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
Salary Range: $95,000 – $120,000 (based on experience)
100% Remote
Education assistance (up to $5,250 after 1 year)
Access to CPE.com
CPA: $2,000
EA: $1,500
#J-18808-Ljbffr