Tax Manager, Trust & Estate

About Ascend

At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you’re a valued member of a community that supports & celebrates your professional & 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 comprehensive resources

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.

We are looking for a Tax Manager for our Trust and Estates team!

• 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.

• 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 ager Level + top performing Managers

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self‑

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.