Tax Manager – Strategic Tax Planning, Client Advisory

🕒 vor 2 Monaten

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $95.000 - $120.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Steuern

Jetzt Bewerben

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Washington & Co Inc.

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1 - 10 Mitarbeiter

Gegründet 2007

💸 Finanzen

📋 Compliance

Finance • Compliance

Washington & Co Inc. ist eine in Bowie, Maryland, ansässige Steuerberatungs- und Buchhaltungsfirma, die Steuerplanung, Steuerkonformität, CFO-Dienstleistungen, monatliche Buchhaltung, Lohnabrechnungs- und Beratungsleistungen für Privatpersonen sowie kleine bis mittelständische Unternehmen anbietet. Das Unternehmen konzentriert sich auf proaktive Steuerreduzierungsstrategien, umfassende Finanzaufsicht und kontinuierliche Beratung, um Kunden dabei zu helfen, fundierte finanzielle Entscheidungen zu treffen und die langfristige Stabilität zu verbessern.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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