Job Opportunities API

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.