Manager, Tax Forward

Who We Are

About Ascend

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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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 125+ 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 was recognized as one of 2023’s Top 3 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

Are you excited to try something new and get away from the grind of compliance accounting work?  This is an opportunity to work with clients in a more consultative manner--one that truly helps the clients you work with and facilitates life-changing, sound financial decision-making for them and their families.

We are looking for a Manager to join Opsahl Dawson’s Tax Forward Team to help create value for our wealth management clients through client-focused strategic tax planning! Leveraging your expertise in tax matters & client relations, you’ll manage crucial client relationships, 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 cases, consistently delivering high-quality service
• Provide tax provision preparation, review, and support service to clients on complex engagements
• Ensure accuracy of preparation of tax projections
• 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 departmental efficiency enhancements

Required Qualifications

• CPA or EA required
• Bachelor's degree in accounting, finance, or related field
• 8+ years of tax planning & tax compliance experience.
• Experience directly managing and interacting with clients through a variety of channels
• Strong client-facing interpersonal and communication skills
• Attention to detail
• Proficiency with tax and accounting software

Preferred Qualifications:

• Public accounting experience
• Working experience with QuickBooks, CCH Axcess, or Workstream
• Substantial knowledge of 1040, 1041, Partnerships, S-Corps, 1099
• Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions

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 be fully remote or sit in our Vancouver, WA office. There is no travel required. 

 What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• Flexible Schedule
• 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, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Kim Chedgy, Sr. Recruiter at kchedgy@ascendtogether.com. 

The annual base salary range for this role is $100,000-$130,000. 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.