Lead tax planning engagements and high-value client relationships, oversee business and individual tax returns, ensure accurate strategy implementation, improve ClickUp workflows, mentor team members, and develop advanced tax strategies. The role combines technical tax expertise, client advisory, process improvement, and department leadership in a fully remote environment.
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.
Similar Jobs
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Design, build, and operate highly available, secure, large-scale cloud services and infrastructure. The role focuses on performance optimization across infrastructure, databases, and APIs; establishing engineering standards; shaping technical direction with Product; and mentoring engineers. The team uses Kotlin, Go, AWS, PostgreSQL, DynamoDB, Terraform, and Apache Pulsar to support distributed, event-driven systems processing billions of requests daily.
Top Skills:
Apache PulsarAWSDynamoDBGoJavaKotlinPostgresTerraform
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Lead teams building Samsara Assistant, Agent Studio, and agent extensibility. Own product growth, activation, answer quality, trust, repeat usage, and proactive agent capabilities. Set technical direction for an AI platform used by customers and internal product teams, partner across Safety and Maintenance, and lead approximately 10 machine learning, applied science, and full-stack engineers through two tech leads. Hire, develop, and manage a high-performing engineering organization.
Top Skills:
Agentic SystemsArtificial IntelligenceChat AgentsInternet Of Things (Iot)Large Language Models (Llms)Machine LearningVoice Agents
eCommerce • Healthtech • Kids + Family • Retail • Social Media
Own and evolve AWS infrastructure, Kubernetes, Terraform, CI/CD, developer tooling, observability, security defaults, backup recovery, and incident response. Build reliable automation and self-service workflows, establish SLOs and actionable alerting, support engineers across environments, lead platform initiatives, improve security and reliability practices, and mentor engineers serving millions of users.
Top Skills:
Amazon EksAmazon RdsAWSCircleCICronitorDatadogGithub ActionsKubernetesMySQLPagerdutyRedisRubyRuby On RailsSentrySidekiqTerraform
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
