Tax Manager

Ascend; United States; Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) Matching

Annual Performance Bonus

Medical, Dental, Vision Insurance

Flexible Scheduling Options

Job summary

Ascend is looking for a Tax Manager to support a growing clientele in a dynamic environment. This role involves managing a client portfolio, ensuring compliance in tax preparation, and delivering superior service. Candidates should have a CPA or EA certification, with over 7 years of relevant experience, including proficiency in tools like CCH Axcess and QuickBooks. Ascend offers a comprehensive benefits package, including unlimited PTO and equity program eligibility for senior managers.

Qualifications

• 7+ years of experience managing client relationships.
• Strong interpersonal skills with attention to detail.
• Proficiency with tax preparation and accounting software.

Responsibilities

• Manage a client portfolio with high-quality service.
• Ensure compliance in tax form preparation and filing.
• Mentor team members and contribute to their development.

Skills

Client management

Interpersonal communication

Attention to detail

Tax preparation software proficiency

Education

CPA or EA

7+ years of related experience

Tools

CCH Axcess

QuickBooks

Job description

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.

About ODC

ODC was founded in 1979 in Longview, WA, and has grown 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 and have been 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, positioning us for strong innovation and growth.

The Role

We are looking for a Tax Manager to join our team and support our growing list of clients.

Leveraging your expertise in tax matters and client relations, you’ll manage a 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 of the preparation, review, and timely filing of all tax forms.
• Provide tax provision preparation, review, and support service to clients on complex engagements.
• Enhance efficiency across project initiatives.
• Contribute to team empowerment and 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
• 7+ years of related experience
• 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 CCH Axcess and QuickBooks
• Substantial knowledge of 1040, 1041, Partnerships, S‑Corps, and 1099

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.

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.