Tax Manager (Strategic Tax Planning & Client Advisory)

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

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