JL

Tax Manager- WA

Jacobson Lawrence & CompanyBellevue, Washington, United StatesSALARIED-FT
$85k – $160kPosted 4 days ago
Private ClientState & Local Tax
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Role description

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Tax Manager

Job Description

Position Summary

We are seeking a highly experienced and driven Tax Manager to join our tax team in Seattle, Washington. In this role, you will oversee the preparation and review of complex tax engagements, lead tax planning strategies, and manage client relationships across a diverse portfolio, including corporations, partnerships, trusts, and high-net-worth individuals. The Tax Manager will play a key leadership role in the firm, supervising staff, ensuring compliance, and providing strategic guidance on federal and multistate tax matters, with an emphasis on Washington state and local tax considerations.

Key Responsibilities

  • Oversee and review federal tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and compliance
  • Manage the preparation and review of tax extensions, estimated payments, and tax projections

Conduct advanced research and analysis of complex federal and multistate tax issues, including Washington State business taxes (e.g., B&O tax), and communicate recommendations to clients and firm leadership

Lead tax planning strategies and compliance initiatives tailored to client needs

Serve as the primary point of contact for clients, managing relationships and delivering high-quality service

Manage and oversee IRS audits, notices, and correspondence, as well as Washington Department of Revenue inquiries

Supervise, mentor, and develop Tax Seniors and Associates, including reviewing workpapers and providing ongoing feedback

Ensure adherence to firm quality control standards and maintain well-documented, organized files

Monitor changes in federal and Washington tax laws and proactively advise clients and internal teams on impacts

Drive process improvements and efficiencies within tax workflows and software utilization (e.g., Lacerte)

Collaborate with partners on client engagements, business development opportunities, and practice growth initiatives

Qualifications

Required

Bachelor’s degree in Accounting, Finance, or related field

Active CPA license (Washington or ability to obtain reciprocity)

5–8+ years of progressive tax experience, preferably in public accounting

Strong expertise in federal tax regulations and multistate taxation

Experience with Washington State tax considerations, including B&O tax and nexus rules

Extensive experience reviewing complex returns across multiple entity types

Demonstrated leadership and team management experience

Excellent analytical, organizational, and project management skills

Strong client service and communication skills

Advanced proficiency with Microsoft Office Suite, particularly Excel

Preferred

Experience with Washington Department of Revenue audits and compliance

Proven experience managing client relationships and leading engagements

Experience with complex tax planning and consulting projects

Proficiency with Lacerte and tax research platforms such as CCH or BNA

Salary Range

$85,000 – $160,000 annually, depending on experience and qualifications

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