Title: Tax Manager, Trust & Estate Location: Kelso United States Job Description: Who We Are 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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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. 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. 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.

Role Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Attorney Staff Writer - REMOTE. In this role, you will leverage your expertise in U.S. tax law to create insightful and timely legal content that addresses the needs of the tax industry. You will collaborate with various stakeholders, ensuring that complex tax concepts are translated into practical guidance. Your contributions will play a key role in shaping legal analysis, using both traditional research and innovative AI tools to elevate content quality. This is a unique opportunity to impact a dynamic field while working remotely. - Conduct in-depth legal research and write clear, concise, and analytical legal content. - Analyze and interpret legislation, case law, rules/regs, and legal news. - Write high-quality articles/commentaries on current tax issues. - Ensure accuracy, clarity, and compliance with legal and editorial standards. - Leverage AI and automation to streamline content development. - Collaborate with editorial and product teams for content quality. - Identify and recruit authors to create high-quality legal content. - Contribute to new product pilots and process evaluations. Qualifications - Juris Doctor required; advanced tax law degree preferred. - At least 2 years of tax practice experience or equivalent. - Strong legal research and original writing skills. - Proficiency in MS Office suite and legal research tools. - Experience with AI tools for content development. - Excellent collaboration and communication skills. - Ability to interpret complex legal materials and translate them for various audiences. Benefits - Promote a healthy work/life balance across the organization. - Numerous wellbeing initiatives and shared parental leave. - Study assistance and educational support. - Flexible work arrangements to fit your needs. - Opportunity to work with industry-leading legal technologies.

Deine Aufgaben - Betreuung der selbstbuchenden Mandanten (Schwerpunkt: Jahresabschlusserstellung) - Sicherstellung und Weiterentwicklung des digitalen Belegflusses - Direkter Austausch mit Mandanten auf Augenhöhe: digital, partnerschaftlich und lösungsorientiert Dein Profil - Abgeschlossene Ausbildung Steuerfachangestellte:r oder entsprechende Berufserfahrung - Idealerweise 2-3 Jahre Erfahrung in der Steuerberatung - Sicher in DATEV Kanzlei-Rechnungswesen und DATEV Unternehmen online - Erste Erfahrung mit Lexware Office - Sorgfältige Arbeitsweise, Serviceorientierung und starke Selbstorganisation - Deutsch sicher in Wort und Schrift - Hohe digitale Affinität und Neugier für neue Tools und Workflows Das erwartet dich bei uns - Unbefristete Anstellung in Voll- oder Teilzeit (ab 20 Std./Woche) - 100% remote möglich (Alternativ: Arbeit in einem unserer fünf Standorte) - Attraktive, faire Vergütung, die Leistung und Engagement wertschätzt - Flexible Arbeitszeiten - ideal, um Beruf und Privatleben entspannt zu verbinden - Selbstständiges Arbeiten ohne Micromanagement, mit klarer Verantwortung - Moderne Ausstattung & digitale Workflows - Vollständige Kostenübernahme für Fortbildungen, Zertifizierungen sowie KI- & Automatisierungs-Schulungen - Offene Kanzleikultur mit flachen Hierarchien und ausgeprägtem Teamgeist Warum NEUPLANER? Unsere Kanzlei verbindet Fachkompetenz, Teamgeist und digitale Innovation. Als Teil einer bundesweiten Kanzleigruppe arbeiten wir mit modernen Tools, klaren Prozessen und viel Freude an dem, was wir tun, immer mit dem Menschen im Mittelpunkt, ob Mandant oder Mitarbeiter. Wir haben in unserer Kanzlei eine eigene Servicelinie, in der wir ausschließlich selbstbuchende Mandate betreuen. Wir unterstützen Selbständige dabei, ihre Buchhaltung selbst in Lexware Office, Accountable und Sevdesk zu erledigen und helfen unterjährig bei Fragen. Als Kanzlei übernehmen wir dann den jährlichen Jahresabschluss und die Steuererklärungen.Was uns besonders macht? Ein wertschätzendes, humorvolles und kollegiales Umfeld, in dem jeder zählt. Unsere flexiblen Arbeitszeiten, 100% remote Möglichkeit und das Vertrauen in deine Eigenverantwortung geben dir die Freiheit, Arbeit und Leben entspannt zu verbinden. Über unsere bundesweiten Standorte hinweg pflegen wir eine offene Kanzleikultur mit Teamgeist, flachen Hierarchien und Platz für gute Laune.

• Oversee end-to-end GST reconciliations and ensure accurate filing of all returns. • Manage the GST Refund lifecycle and lead the preparation of technical responses to GST notices. • Managing GST Audits. • Take ownership of VAT compliance across multiple jurisdictions (e.g., EU, UK, US Sales Tax), ensuring timely filings and adherence to local regulations. • Research and implement tax logic for new international markets as the business expands. • Provide expert interpretation on the applicability of GST/VAT for domestic and cross-border transactions. • Work closely with consultants to optimize global tax structures. • Managing corporate tax compliance of India & other global entities viz. advance-tax, corporate tax returns, response to tax notices, etc.