Estate & Trust Tax Senior Manager — Lead Client Advisory

Vine Dahlen PLLC; Lynnwood (WA); On-site; USD 150,000 - 220,000; Full time

Benefits offered by this job

Generous PTO

Health insurance

Retirement plan

Education reimbursement

Job summary

Vine Dahlen PLLC in Lynnwood, WA seeks an experienced Senior Manager Tax specializing in Estate and Trust taxation to lead complex filings including Form 1041, 706, 709 and related planning. You will manage client relationships, supervise a team of tax professionals, and deliver high-quality tax services with proactive guidance while working in a collaborative, growth‑oriented firm.

The role requires 8+ years in public accounting, strong technical knowledge, and the ability to mentor staff.

Qualifications

• BS/BA in accounting or similar undergraduate degree; a Masters in tax is preferred.
• Minimum 8+ years of experience in public accounting.
• Expert understanding of tax principles, tax law and tax research.
• Excellent time management and organizational skills.
• Ability to communicate complex information clearly and effectively.

Responsibilities

• Provide tax compliance and advisory services to a diverse group of clientele.
• Manage client portfolios and complete complex tax returns.
• Deliver high quality tax services and proactively resolve issues.
• Monitor engagement budgets and delivery schedules.
• Lead and mentor a team of tax professionals.
• Develop client relationships and understand business needs.
• Manage billing, collections, and project budgets.
• Foster collaboration and strong communication across engagements.

Skills

Estate & Trust Tax

Public accounting

Tax research

Client relationship

Leadership

Budgeting & billing

Communication

Education

BS/BA in accounting

Masters in tax

Job description

Vine Dahlen PLLC in Lynnwood, WA seeks an experienced Senior Manager Tax specializing in Estate and Trust taxation to lead complex filings including Form 1041, 706, 709 and related planning. You will manage client relationships, supervise a team of tax professionals, and deliver high-quality tax services with proactive guidance while working in a collaborative, growth‑oriented firm.

The role requires 8+ years in public accounting, strong technical knowledge, and the ability to mentor staff.