Tax Manager, Trust & Estate

Tax Manager, Trust & Estate

Bellevue, WA;
Kelso, WA;
Lacey, WA;
Vancouver, WA

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.

• 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.

• 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

• Advanced knowledge of applicable accounting software:
  Quick Books, CCH Axcess, Engagement, Thomson Reuters, or Ultra Tax
• 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

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.

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.

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 ager Level + top performing Managers

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.