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:
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.