Tax Manager, Trust & Estate
Ascend Partner Firms
About this role
The Tax Manager, Trusts & Estates will lead a national client portfolio, serving as a trusted advisor on complex trust, estate, and fiduciary tax matters. The role supports cross-office collaboration across Opsahl Dawson and Ascend, promotes innovation in service delivery, and contributes to team growth through mentoring and professional development. The position emphasizes high-quality client service, regulatory compliance, and business development.
Skills
Qualifications
About Ascend Partner Firms
ascendtogether.comAscend is a modern growth platform for entrepreneurial CPA firms, providing capital, technology, and talent support. It helps independent accounting practices scale and strengthen operations without giving up ownership, enabling growth through shared resources and expertise. By combining financing with technology and talent solutions, Ascend accelerates firm performance and client service. The platform’s focus is to help firms stay independent while growing stronger together.
Recent company news
Inside Public AccountingAscend Platform Firms Expand New England Presence Through Mergers at TSS and Walter Shuffain
Nov 21, 2025
CPA Practice AdvisorAscend Member Firms TSS and Walter Shuffain Expand with Mergers
Nov 20, 2025
Accounting TodayM&A roundup: Mauldin & Jenkins, Ascend and Crete expand
Nov 20, 2025
Inside Public AccountingAscend Adds Two Leaders to Executive Suite
Oct 22, 2024
About Ascend Partner Firms
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Ascend Partner Firms.
Salary
$100k – $150k
per year