Tax Manager, Trust & Estate
Ascend, Vancouver, WA, United States
About Ascend
Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best‑of‑breed technology, AI tools, an offshore captive, shared back‑office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.
For more information, visit www.ascendtogether.com.
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, we’re the go‑to CPA firm in SW Washington. You’ll 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 Ascend’s 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 Tax Manager for our Trust and Estates team!
Leveraging your expertise in trust and estates (706, 709, 1041) tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll 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, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s 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
Bachelor's degree in accounting, finance, or related field
7+ 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 706, 709, 1040, 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, we’ve 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
Annual Performance Bonus
12 Paid Holidays
Flexible Scheduling Options
Innovative Workplan System
$500 annual Vacation Incentive
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 $100,000-$150,000. 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.
#J-18808-Ljbffr
For more information, visit www.ascendtogether.com.
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, we’re the go‑to CPA firm in SW Washington. You’ll 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 Ascend’s 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 Tax Manager for our Trust and Estates team!
Leveraging your expertise in trust and estates (706, 709, 1041) tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll 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, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s 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
Bachelor's degree in accounting, finance, or related field
7+ 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 706, 709, 1040, 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, we’ve 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
Annual Performance Bonus
12 Paid Holidays
Flexible Scheduling Options
Innovative Workplan System
$500 annual Vacation Incentive
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 $100,000-$150,000. 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.
#J-18808-Ljbffr