Ascend Group

• Tax Consulting and Compliance: This position will work directly with clients assisting them with their planning and lead and ensure the team maintains a high degree of accuracy and timeliness of the preparation of tax returns, estimates and projections.
• Team Leadership: Work to ensure your team is engaged and excited by listening and assisting in the development of team members’ goals to meet department objectives while also providing opportunities for them to grow.
• Client Service: Deliver quality internal and external client service, in accordance with the Firm’s values, in order to build and maintain client loyalty and teamwork by contributing to a positive client and team member experience.
• Continuous Process Improvement: Focus on solutions and problem solving creatively in order to help make timely decisions by translating requests into action.

Tax Senior Manager

• Prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates.
• Must be able to work independently as well as within a team.
• Senior Tax Associate must be professional at all times and will have recurring direct client contact.
• This position involves critical thinking and attention to detail.
• The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines.

Senior Tax

• Prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates.
• Must be able to work independently as well as within a team.
• Tax Manager must be professional at all times and will have recurring direct client contact.
• This position involves critical thinking and attention to detail.
• The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines.
• Increased complexity level of projects. Must demonstrate ability to take a messy trial balance and provide AJEs to correct it.
• Prepare complete and accurate returns. Review others’ returns.
• Prepare documentation to support tax return calculations.
• Ability to mentor a team of Associates, Seniors, and Supervisors.
• Reviewing data input, identifying, and resolving technical issues.
• Work closely with partners and keep team informed on status.
• Increased level of client communication while working on their tax return, and potentially throughout multiple years.
• Understand federal, state, and local tax codes.
• Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged as well.
• Share your ideas and opinions with your team.
• Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.

Tax Manager

• Handles full tax compliance – including the preparation and review of federal, multi-state, California and local returns — for income, sales, payroll and property taxes for business, individual and fiduciary clients.
• Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.
• Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
• Contributes to team effort by accomplishing related results as needed, including special projects.
• Train and develop staff.
• Prioritize and manage multiple projects and deadlines.
• Communicate effectively with all levels of the firm as well as clients.

Tax Senior – Business, Individual

• Handles full tax compliance – includ­ing the prepa­ra­tion and review of fed­er­al, mul­ti-state, Cal­i­for­nia and local returns — for income, sales, pay­roll and prop­er­ty tax­es for busi­ness, indi­vid­ual and fidu­cia­ry clients.
• Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.
• Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
• Contributes to team effort by accomplishing related results as needed, including special projects.
• Train and develop staff.
• Prioritize and manage multiple projects and deadlines.
• Communicate effectively with all levels of the firm as well as clients.

Tax Supervisor – Business, Individual

• Prepare and submit simple to complex tax returns for various clients.
• Audit all tax forms for completeness and accuracy.
• Provide future tax planning to clients.
• Analyze tax data submitted by the client to maximize the outcome for the client.
• Research new tax trends and regulations.
• Ensure compliance with government tax rules.
• Train and mentor tax interns; Support the growth and development of team members.
• Manage multiple assignments inside an engagement.
• Communicate with Seniors, Supervisors, Managers and Partner on work status and client issues that arise.

Tax Staff

• Lead and support a strong portfolio of auto dealership clients, in addition to engagements across other industries
• Occasional travel to auto dealership industry conferences across the U.S. - typically 3 per year in notable locations (such as Las Vegas, Napa, and Charleston)
• Provide initial and/or final review support for federal, state, and multi-state individual tax returns for corporate business owners and high net worth individuals
• Build client relationships and serve as trusted advisor to effectively deliver superior client services
• Identify opportunities for value-added services and potential cross-selling of other firm services to existing clients
• Exemplary leadership skills and the ability to mentor, train, and develop staff members
• Support partner team in practice development; including attending conferences, networking events, and training and speaking engagements

Senior Tax Manager

• Advise clients on tax strategies to achieve their business objectives while minimizing costs
• Prepare and review complex federal, state, and local tax returns for individuals, partnerships, and corporations across diverse industries
• Serve as the primary client contact for complex tax matters, offering solutions and identifying potential risks or policy changes
• Lead and mentor managers and staff, providing guidance, performance feedback, and career development support
• Manage engagements by ensuring quality, meeting deadlines, and effectively collaborating with team members
• Build lasting relationships with clients and expand your network through active involvement in industry, civic, and social organizations
• Stay ahead of tax regulations and bring innovative, practical solutions to client challenges

• Prepare, review and submit simple to complex tax returns for various clients
• Handle communication from clients and tax authorities, advise clients on tax strategies
• Audit all tax forms for completeness and accuracy
• Provide future tax planning to clients
• Analyze tax data submitted by the client to maximize the outcome for the client
• Research new tax trends and regulations
• Ensure compliance with government tax rules
• Train and mentor tax staff; Support the growth and development of team members
• Manage multiple assignments inside an engagement
• Communicate with Managers and Partner on work status and client issues that arise

Tax Supervisor

• Prepare and submit simple to complex tax returns for various clients
• Handle communication from clients and tax authorities
• Advise clients on tax strategies
• Audit all tax forms for completeness and accuracy
• Provide future tax planning to clients
• Analyze tax data submitted by the client to maximize the outcome for the client
• Research new tax trends and regulations
• Ensure compliance with government tax rules
• Train and mentor tax staff
• Support the growth and development of team members
• Manage multiple assignments inside an engagement
• Communicate with Managers and Partner on work status and client issues that arise

Tax Semi-Senior

• Manage a client list and deliver superior service as a trusted advisor
• Manage client portfolio, ensuring high-quality service
• Prepare, review, and timely file all tax forms with accuracy and compliance
• Provide tax provision preparation, review, and support for complex engagements
• Enhance efficiency across project initiatives
• Mentor and coach team members to drive professional development
• Stay up-to-date with tax regulations, conduct research, and consult on complex tax matters
• Contribute to business development and departmental efficiency enhancements
• Collaborate with members across Opsahl Dawson and Ascend

• Who We Are: Ascend partners with regional entrepreneurial firms, providing resources and support to grow
• About ODC: Opsahl Dawson (ODC) is a CPA firm in SW Washington with 175+ people
• Manage a client portfolio, delivering high-quality service
• Ensure accuracy and compliance of tax preparation, review, and timely filing
• Provide tax provision preparation, review, and support on complex engagements
• Enhance efficiency across project initiatives
• Mentor and coach team members to drive growth
• Stay up-to-date with tax regulations, conduct research, and consult on complex tax matters
• Contribute to business development and departmental efficiency enhancements