Tax Manager- WA

Jacobson Lawrence & Co

  • Seattle, Washington
  • 30+ days ago
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    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Business Developmentunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Federal Laws and Regulationsunmatched
    • Federal Taxunmatched
    • Financeunmatched
    • High Net Worthunmatched
    • Leadershipunmatched
    • Local Taxunmatched
    • Maintain Complianceunmatched
    • Mentoringunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Organizational Skillsunmatched
    • People Managementunmatched
    • Process Improvementunmatched
    • Project/Program Managementunmatched
    • Public Accountingunmatched
    • Quality Controlunmatched
    • Quality Metricsunmatched
    • Research Skillsunmatched
    • State Taxunmatched
    • Strategic Planningunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Tax Returnsunmatched
    • Tax Softwareunmatched
    • Team Lead/Managerunmatched

    Description

    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

    Numbers & Facts

    LocationSeattle, Washington

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