Tax Manager – Strategic Tax Planning, Client Advisory

🕒 April 10

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $95k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Washington & Co Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2007

💸 Finance

📋 Compliance

Finance • Compliance

Washington & Co Inc. is a Bowie, Maryland–based accounting and tax advisory firm that provides tax planning, tax compliance, CFO services, monthly accounting, payroll, and client advisory services to individuals and small-to-medium businesses. The firm focuses on proactive tax reduction strategies, comprehensive financial oversight, and ongoing advisory to help clients make informed financial decisions and improve long-term stability.

📋 Description

• 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 • 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 • 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

🎯 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 • 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

🏖️ Benefits

• 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