Senior Tax Manager, Trust & Estate

Who We Are

About Ascend

At Ascend we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies overwhelming workloads and the elusive work-life balance. Its time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here youre not just a number; youre a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality and where your career advancement is supported by a nurturing network and comprehensive resources.

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner firms into the new age. Backed by private equity from people-focused Alpine Investors Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large firm. These resources include growth capital robust talent acquisition best-of-breed technology a catalytic leadership system shared back-office services and modernized equity incentives.

Founded in January 2023 Ascend has already attained revenues sufficient to qualify as a Top 30 U.S. accounting firm.Explore Ascend where your career soars without sacrificing your quality of life.

About ODC

Opsahl Dawson (ODC) was founded in 1979 in Longview WA where we have flourished into the award-winning firm we are today. We specialize in Accounting Tax Preparation and Bookkeeping with 175 people across the United States. With 30 years of proven service were the go-to CPA firm in SW Washington. Youll be joining a fun team and a renowned firm that is recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today.

In January 2023 ODC made the strategic decision to join Ascend! With Ascends partnership and shared resources ODC is well positioned for strong innovation and growth in the years to come.

The Role

We are looking for a Senior Tax Manager for our Trust and Estates team!

Leveraging your expertise in trust and estates ) tax matters & client relations youll manage a national client list delivering superior service. As their trusted advisor youll tackle complex tax issues craft strategic solutions and offer risk management guidance. Your forward-thinking mindset will enhance service delivery ensuring innovation remains at the forefront.

In this role youll collaborate with members across ODC and work as a united team maintaining a fun work environment! Youll also have the opportunity to drive our teams growth through mentorship and coaching encouraging a culture of continuous improvement and professional development.

Key Responsibilities

• Manage client portfolio consistently delivering high-quality service.
• Ensure accuracy and compliance with the preparation review and timely filing of all tax forms.
• Perform initial and/or final review of manager tax senior tax staff and intern work products.
• Enhance efficiency across project initiatives.
• Contribute to team empowerment & professional development by providing mentorship and supportive guidance.
• Stay up to date with tax regulations conduct diligent research and provide consultation on intricate tax matters.
• Contribute to business development and departmental efficiency enhancements.

Required Qualifications

• CPA or EA
• Bachelors degree in accounting finance or related field
• 10 years of public accounting experience
• Trust & Estate tax expertise
• Experience directly managing and interacting with clients through a variety of channels
• Strong interpersonal and communication skills
• Attention to detail
• Proficiency with tax preparation and accounting software

Preferred Qualifications

• Advanced knowledge of applicable accounting software: QuickBooks CCH Axcess Engagement Thomson Reuters or UltraTax
• Substantial knowledge of 1041 Partnerships S-Corps and 1099
• Experience in individual clients high net worth individuals trust & estates state tax and pensions

Who We Look For

A perceptive team-player who excels in a progressive environment blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional constantly seeking to deliver outstanding service.

Location

At Opsahl Dawson weve designed a flexible work structure that enables both teamwork and independence enhancing our employees work experience while promoting personal well-being.

This role can primarily sit out of our Bellevue Kelso Lacey or Vancouver WA offices with hybrid flexibility.

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being health and ongoing professional growth:

• Unlimited PTO
• Medical Dental Vision & Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• 12 Paid Holidays
• Flexible Scheduling Options
• Innovative Workplan System
• $500 annual Vacation Incentive
• Firm-wide shutdown Dec 24 - Jan 1
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

The annual base salary range for this role is $100000-$150000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors including experience education and/or skill level.

At Ascend we provide a fair and equal employment opportunity for all candidates regardless of race color religion national origin gender pregnancy sexual orientation gender identity/expression age marital status disability or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.