Tax Manager (Strategic Tax Planning & Client Advisory)

Tax Manager OpportunityWashington & 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 OverviewThis is a leadership role within our Tax Planning Department.The Tax Manager will:Own client relationshipsOversee and improve tax planning processesEnsure timely and accurate execution of all tax strategiesSupport and develop team membersServe as a key leader in stabilizing and scaling the departmentThis role requires both technical expertise and operational leadership.Key Responsibilities Client Advisory & Tax Planning LeadershipLead tax planning engagements from kickoff through implementation and quarterly reviewsPresent tax strategies clearly and confidently to clientsServe as primary advisor for high-income and complex clientsRespond to client inquiries in a timely and professional mannerExecution & AccountabilityEnsure 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 individualsMaintain and update tax planning calculations and projections throughout the yearIdentify and resolve errors before they impact clientsProcess & Workflow ManagementImplement and enforce structured workflows within ClickUpEnsure all tasks, deadlines, and deliverables are tracked and completedImprove internal processes to increase efficiency and reduce errorsEstablish accountability across the tax planning teamTeam Leadership & DevelopmentTrain and mentor team members transitioning into tax planning rolesReview work and provide clear feedback and directionSupport development of internal training materialsElevate overall team performance and technical capabilityStrategy & Continuous ImprovementStay current on tax law changes and proactively apply them to client strategiesResearch and develop advanced tax strategies for business ownersPartner with leadership to improve service delivery and client experienceQualifications Required5+ years of tax experience (with strong exposure to tax planning)Experience managing client relationships directlyStrong knowledge of business tax (S Corps, partnerships, entity structuring)Proven ability to manage multiple clients and deadlinesStrong communication and problem-solving skillsPreferredCPA or EAExperience in a tax planning or advisory-focused firmExperience managing or mentoring staffFamiliarity with tools such as QuickBooks, ProConnect, Corvee, ClickUp, and ExcelWhat We Are Looking ForWe are looking for someone who:Takes ownership and follows throughIs proactive, not reactiveCan identify problems and fix themCommunicates clearly and confidently with clientsThrives in a fast-paced, growth-oriented environmentCompensation & BenefitsSalary Range: $95,000 – $120,000 (based on experience)100% RemotePTO (single policy)Health insurance after 60 daysEducation assistance (up to $5,250 after 1 year)Access to CPE.comCertification bonuses :CPA: $2,000EA: $1,500Why This Role MattersThis position plays a critical role in strengthening our tax planning department, improving client experience, and supporting the firm's continued growth.