Tax Manager (Strategic Tax Planning & Client Advisory)

Washington & Co Inc•Bowie, MD

1d•$95,000 - $120,000•Remote

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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
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
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