Senior Tax Manager

Opsahl Dawson; Bellevue (WA); Hybrid; USD 100,000 - 150,000; Full time

Job summary

A leading firm in Bellevue is seeking a Senior Tax Manager to join their Trust and Estates team. This role involves managing a national client list, tackling complex tax issues, and enhancing service delivery. The ideal candidate will possess strong interpersonal skills and a CPA or EA certification, along with a Bachelor's degree in accounting. The position offers a flexible work structure, a supportive team environment, and a comprehensive benefits package.

Benefits

Unlimited PTO

Medical, Dental, Vision Insurance

401(k) Matching

Discretionary Bonus

12 Paid Holidays

Flexible Scheduling Options

$500 annual Vacation Incentive

Commitment to Professional Development

Eligibility for Equity Program

Qualifications

• CPA or EA required.
• 10+ years of public accounting experience.

Responsibilities

• Manage client portfolio, ensuring high-quality service.
• Stay up to date with tax regulations and provide consultation.

Skills

Interpersonal Skills

Communication

Attention to Detail

Education

Bachelor's degree in accounting

Tools

QuickBooks

CCH Axcess

Engagement

Thomson Reuters

UltraTax

Job description

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About Ascend

We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation.

Who We Are

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms—from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and 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 robust resources.

We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. 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, 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 Senior 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
• 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 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 will primarily sit out of either our Vancouver, WA or Bellevue, WA office, 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
• Eligibility for Equity Program at Sr. Manager Level + top performers

How To Apply

Submit your information in the application section below, including:

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

The annual base salary range for this role is $100,000-$150,000. Actual compensation will vary based on experience, education, and skills.

At Ascend, we are committed to equal employment opportunity regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other protected characteristic. Candidates are hired based on qualifications and business needs.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Business Consulting and Services