Opsahl Dawson
Overview
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Tax Manager
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Opsahl Dawson . About Ascend: Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings partner firms into the new age. Backed by private equity from Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing resources of a large firm, including growth capital, talent acquisition, technology, leadership, back‑office services, and equity incentives. About ODC: Opsahl Dawson (ODC) was founded in 1979 in Longview, WA. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States, and are recognized as a Top 10 Fastest Growing Accounting Firm by Accounting Today. In January 2023, ODC joined Ascend to leverage shared resources for growth. The Role
We are looking for a Tax Manager for our Trust and Estates team. You’ll leverage your expertise in trust and estates tax matters (706, 709, 1041) and client relations to manage a national client list, deliver high-quality service, tackle complex tax issues, craft strategic solutions, and provide risk management guidance. You’ll collaborate with colleagues across ODC and mentor the team to drive growth and professional development in a positive, collaborative environment. Key Responsibilities
Manage client portfolio, delivering high-quality service. Ensure accuracy and compliance with preparation, review, and timely filing of all tax forms. Perform initial and/or final review of work products from managers, tax seniors, staff, and interns. Enhance efficiency across project initiatives. Mentor and support professional development within the team. Stay up to date with tax regulations, conduct research, and advise on complex tax matters. Support business development and departmental efficiency improvements. Qualifications
Required CPA or EA Bachelor's degree in accounting, finance, or a related field 7+ years of public accounting experience Trust & Estate tax expertise Experience directly managing and interacting with clients through various channels Strong interpersonal and communication skills Attention to detail Proficiency with tax preparation and accounting software Preferred Advanced knowledge of accounting software: QuickBooks, CCH Axcess, Engagement, Thomson Reuters, UltraTax Knowledge of 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099 Experience with individual clients, high net worth individuals, trusts & estates, state tax, and pensions Who We Look For A perceptive team-player who excels in a progressive environment, with sharp analytical skills and exceptional communication. A detail-oriented, proactive professional who seeks to deliver outstanding service. Location
Location flexibility: Bellevue, Kelso, Lacey, or Vancouver, WA with hybrid options. What We Offer
We offer a comprehensive benefits package supporting 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. Include: Basic contact information Resume/CV and optional cover letter Work eligibility and compensation Voluntary demographic & self-ID questions The annual base salary range for this role is $100,000-$150,000. This range reflects the expected range; actual compensation may vary based on experience, education, and skill level. Ascend is an equal opportunity employer. We hire and promote based on qualifications and business need, without regard to race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic.
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Join to apply for the
Tax Manager
role at
Opsahl Dawson . About Ascend: Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings partner firms into the new age. Backed by private equity from Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing resources of a large firm, including growth capital, talent acquisition, technology, leadership, back‑office services, and equity incentives. About ODC: Opsahl Dawson (ODC) was founded in 1979 in Longview, WA. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States, and are recognized as a Top 10 Fastest Growing Accounting Firm by Accounting Today. In January 2023, ODC joined Ascend to leverage shared resources for growth. The Role
We are looking for a Tax Manager for our Trust and Estates team. You’ll leverage your expertise in trust and estates tax matters (706, 709, 1041) and client relations to manage a national client list, deliver high-quality service, tackle complex tax issues, craft strategic solutions, and provide risk management guidance. You’ll collaborate with colleagues across ODC and mentor the team to drive growth and professional development in a positive, collaborative environment. Key Responsibilities
Manage client portfolio, delivering high-quality service. Ensure accuracy and compliance with preparation, review, and timely filing of all tax forms. Perform initial and/or final review of work products from managers, tax seniors, staff, and interns. Enhance efficiency across project initiatives. Mentor and support professional development within the team. Stay up to date with tax regulations, conduct research, and advise on complex tax matters. Support business development and departmental efficiency improvements. Qualifications
Required CPA or EA Bachelor's degree in accounting, finance, or a related field 7+ years of public accounting experience Trust & Estate tax expertise Experience directly managing and interacting with clients through various channels Strong interpersonal and communication skills Attention to detail Proficiency with tax preparation and accounting software Preferred Advanced knowledge of accounting software: QuickBooks, CCH Axcess, Engagement, Thomson Reuters, UltraTax Knowledge of 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099 Experience with individual clients, high net worth individuals, trusts & estates, state tax, and pensions Who We Look For A perceptive team-player who excels in a progressive environment, with sharp analytical skills and exceptional communication. A detail-oriented, proactive professional who seeks to deliver outstanding service. Location
Location flexibility: Bellevue, Kelso, Lacey, or Vancouver, WA with hybrid options. What We Offer
We offer a comprehensive benefits package supporting 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. Include: Basic contact information Resume/CV and optional cover letter Work eligibility and compensation Voluntary demographic & self-ID questions The annual base salary range for this role is $100,000-$150,000. This range reflects the expected range; actual compensation may vary based on experience, education, and skill level. Ascend is an equal opportunity employer. We hire and promote based on qualifications and business need, without regard to race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic.
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