Lead tax planning engagements and high-value client relationships, oversee business and individual tax returns, ensure accurate strategy implementation, improve ClickUp workflows, mentor team members, and develop advanced tax strategies. The role combines technical tax expertise, client advisory, process improvement, and department leadership in a fully remote environment.
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
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
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.
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