Tax Manager, Trust & Estate
Ascend Partner Firms(1 month ago)
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.
Required Skills
- Client Management
- Tax Preparation
- Tax Compliance
- Tax Research
- Review
- Process Improvement
- Mentorship
- Business Development
- Client Communication
- Attention To Detail
+2 more
Qualifications
- CPA
- EA
- Bachelor's Degree in Accounting or Finance
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.