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Manager Proconnect Jobs (NOW HIRING)

Tax Accountant

Anaheim, CA · On-site

$60K - $70K/yr

Workflow Management: Collaborate with the team to support client needs and ensure high-quality ... Experience with Intuit ProConnect Tax Online is highly preferred. Technical Knowledge: Strong grasp ...

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Tax Accountant

Anaheim, CA · On-site

$60K - $70K/yr

Workflow Management: Collaborate with the team to support client needs and ensure high-quality ... Experience with Intuit ProConnect Tax Online is highly preferred. Technical Knowledge: Strong grasp ...

... ProConnect, Drake, and more. No other tax startup will be able to offer these capabilities for ... The Role Instead's Engagement Managers own the customer relationship from the moment a firm signs ...

Tax CPA

Lenexa, KS · On-site

$104K - $136K/yr

Proficiency in tax software (UltraTax, ProConnect, or similar platforms) * Ability to interpret financial statements and apply insights to tax planning * Strong organizational, analytical, and ...

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... ProConnect, Drake, and more. No other tax startup will be able to offer these capabilities for ... The Role Instead's Engagement Managers own the customer relationship from the moment a firm signs ...

Manage client relationships and provide strategic consultation * Stay current on industry-specific ... Experience using ProConnect or similar tax software * Familiarity with QuickBooks Online and Canopy

... ProConnect, Drake, and more. No other tax startup will be able to offer these capabilities for ... You'll work directly with customers (partners, tax managers, preparers, reviewers, and firm ...

... ProConnect, Drake, and more. No other tax startup will be able to offer these capabilities for ... You'll work directly with customers (partners, tax managers, preparers, reviewers, and firm ...

... ProConnect) * Ability to analyze and interpret financial data * Strong attention to detail and accuracy * Excellent organizational and time management skills * Strong communication skills (verbal and ...

Apply Early

... ProConnect) * Ability to analyze and interpret financial data * Strong attention to detail and accuracy * Excellent organizational and time management skills * Strong communication skills (verbal and ...

Apply Early

... ProConnect) * Ability to analyze and interpret financial data * Strong attention to detail and accuracy * Excellent organizational and time management skills * Strong communication skills (verbal and ...

... ProConnect) * Ability to analyze and interpret financial data * Strong attention to detail and accuracy * Excellent organizational and time management skills * Strong communication skills (verbal and ...

... ProConnect) * Ability to analyze and interpret financial data * Strong attention to detail and accuracy * Excellent organizational and time management skills * Strong communication skills (verbal and ...

Financial Record Management: Collect, organize, and input financial data into tax software ... Strong experience with ProConnect, QuickBooks Online, Microsoft Word, and the Microsoft Suite.

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Proficiency with tax preparation software (e.g., Drake, Lacerte, UltraTax, ProSystem fx, ProConnect) and QuickBooks ; strong Excel skills. * Excellent attention to detail, time management, and ...

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Manager Proconnect information

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$23K

$61.4K

$102.5K

How much do manager proconnect jobs pay per year?

As of Jul 6, 2026, the average yearly pay for manager proconnect in the United States is $61,351.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $69,000.00 per year, depending on experience, location, and employer.

What is the difference between Manager Proconnect vs Tax Preparer?

AspectManager ProconnectTax Preparer
Required CredentialsGenerally requires managerial experience, possibly CPA or Enrolled Agent certificationOften requires preparer tax identification number (PTIN), some certifications like IRS Annual Filing Season Program
Work EnvironmentLeads teams, manages client accounts, oversees tax processes in firms or corporate settingsPrepares individual or business tax returns, works in tax preparation firms or independently
Industry UsageUsed in accounting firms, tax departments, and corporate financeCommonly employed in tax preparation services, accounting firms, and freelance work

Manager Proconnect typically involves overseeing tax processes and managing teams, often requiring certifications like CPA. Tax Preparer focuses on preparing tax returns, usually with less formal certification. Both roles operate within the tax industry but differ in responsibilities and credentials.

What cities are hiring for Manager Proconnect jobs? Cities with the most Manager Proconnect job openings:
What are the most commonly searched types of Proconnect jobs? The most popular types of Proconnect jobs are:
What states have the most Manager Proconnect jobs? States with the most job openings for Manager Proconnect jobs include:
Tax Manager (Strategic Tax Planning & Client Advisory)

Tax Manager (Strategic Tax Planning & Client Advisory)

Washington & Co Inc

Bowie, MD • Remote

Full-time

Medical, PTO

Posted 28 days ago

Be an early applicant


Washington State Patrol rating

8.7

Company rating: 8.7 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

4th of 34 rated police


Job description

Salary: $110,000 $150,000 (based on experience)

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 firms continued growth.


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