Senior Tax Manager, Trust & Estate

Ascend Group

Senior Tax Manager managing Trust and Estates team for Opsahl Dawson, delivering high-quality client service and strategic tax solutions. Collaborating and mentoring within a dynamic accounting firm.

Posted 5/7/2026full-timeRemote • Washington • 🇺🇸 United StatesSenior💰 $100,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax preparationaccountingTrust & Estate tax expertisepublic accounting

Soft Skills

interpersonal skillscommunication skillsattention to detailmentorshipteam empowerment

Certifications

CPAEA