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Tax Manager, Trust & Estate
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Who We Are
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.
For more information, visit www.ascendtogether.com.
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 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
- 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
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 can primarily sit out of our Bellevue, Kelso, Lacey, or Vancouver, WA offices, 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
- 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.
Ready to apply?
Apply to Ascend Partner Firms
Senior Tax Manager, Trust & Estate
Share this job
Who We Are
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.
For more information, visit www.ascendtogether.com.
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.
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.
Ready to apply?
Apply to Ascend Partner Firms
Tax Manager
Share this job
Who We Are
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.
For more information, visit www.ascendtogether.com.
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 Tax Manager to join our team and support our growing list of clients!
Leveraging your expertise in tax matters & 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 & 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.
Ready to apply?
Apply to Ascend Partner Firms
Senior Compliance Internal Auditor
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Who We Are
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.
For more information, visit www.ascendtogether.com.
About ODC
Opsahl Dawson (ODC) is a super-regional CPA firm with four office locations throughout the Pacific Northwest (PNW). We specialize in serving the audit, internal audit and compliance needs of financial institutions in the Western United States. We are a full service firm, and also provide elite Accounting, Tax Preparation, and Bookkeeping to closely held businesses and high-net worth individuals. Our firm has 175+ people across the United States working in hybrid, remote, and fully on-site arrangements. With 35+ years of proven service, we’re the go-to CPA firm for depository and non-depository financial companies. You’ll be joining a fun team and a renowned firm that was recognized as one of 2025’s 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.
Key Responsibilities
- Serve as a subject matter expert for financial institution regulatory compliance regulations with an understanding of compliance operations.
- Build new and existing client relationships and participate in networking and business development activities.
- Manage multiple projects simultaneously.
- Oversee the work of others on projects assigned and provide training.
- Work closely with team members to follow-up on client requests and inquiries.
- Assist in the preparation of Statements of Work for client projectsand monitor time allocated to projects to ensure projects stay on time and within budget.
- Plan, perform, and execute compliance reviews and audit engagements.
- Identify business process risks and develop testing methodologies to evaluate the adequacy of controls.
- Execute test of controls and audit procedures defined in audit programs.
- Research technical issues that arise during fieldwork.
- Document observations and recommendations regarding violations of laws and regulations, or best practices.
- Draft reports for review, presentation, and discussion with clients.
Required Qualifications
- Research proficiency driven by the principle of life-long learning.
- Analytical, detail oriented - ability to multi-task without sacrificing people skills.
- Excellent interpersonal, oral, and written communication skills, exhibiting empathy for others with positive conflict resolution skills.
- Good at meeting deadlines and solving problems.
- Ability to travel to client locations, which may include occasional overnight stays (limited with advance notice).
- Ability to manage work-life balance while maintaining accountability and service.
Education and Experience
- Bachelor’s degree with a major in accounting, finance, or related field preferred.
- 5-10 years combination of audit and/or compliance experience within the financial industry.
Certificates, Licenses and Registrations
- Possess and maintain one or more relevant certifications pertaining to audit, risk management and compliance (such as CIA, CCUIA, CRCM, or CFE).
Preferred Qualifications
- Knowledge of IIA guidelines and audit methodologies and techniques.
- Knowledge of financial institution industry regulations, systems, operations, and internal controls
Who We Look For
A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation. Individuals who seek to embrace the unique quality of life offered only in the PNW.
Why ODC?
- A people-first culture that values work-life balance, teamwork, and building long-term careers.
- Exposure to specialized industries that accelerate technical growth.
- Leadership opportunities within a rapidly expanding assurance practice.
- Competitive compensation, hybrid flexibility, and robust professional development support.
- A firm that is entrepreneurial, innovative, and committed to elevating the CPA profession.
Location
The firm offers remote work flexibility, allowing team members to work remotely while remaining highly connected to colleagues and clients through virtual collaboration tools.
Limited travel is required for client onsite engagements, relationship-building activities, and key firm meetings. This approach supports strong work‑life balance while maintaining the high‑touch service model clients value.
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 $80,000-$105,000. 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.
Ready to apply?
Apply to Ascend Partner Firms