Senior Manager Tax Accountant (Estate, Gift & Trust)

Vine Dahlen is seeking an experienced Senior Tax Manager specializing in Estate, Gift, and Trust taxation to join our growing team. We are looking for a seasoned public accounting professional with extensive experience with gift and estate tax planning along with reviewing complex Estate and Trust tax returns, including Forms 1041, 706, 709, and Washington State REV 85 0050. This is an opportunity to bring your technical expertise, client relationship skills, and leadership experience to a collaborative team that values quality work, professional growth, and trusted client relationships.

Vine Dahlen PLLC is a certified public accounting firm located in Lynnwood, Washington. Founded in 1964 by one of the first female CPAs in Washington State, the firm has grown from a small, one-person practice into an established CPA firm serving clients throughout the region. For more than 60 years, Vine Dahlen has continued to evolve while maintaining a strong commitment to innovation, technology, and providing personalized service to our clients. Today, our team brings together experienced professionals and emerging talent in a collaborative environment where people are encouraged to learn, contribute, and grow. Our values of Integrity, Respect, Collaboration, Responsiveness, Flexibility, Innovation, and Optimism drive all that we do and help shape the way we work with our clients and with one another.

Responsibilities:

• Provide tax compliance and advisory services to a diverse group of clientele.

• Manage a portfolio of clients, acting as the main point of contact in charge of completing complex tax returns.

• Advise clients and be responsible for delivering high quality tax services. Identify and resolve tax issues, conduct comprehensive tax research and provide proactive recommendations.

• Follow the progress of work during an engagement in relation to budgeted time and scheduled dates of completion. Review and oversee engagement deliverables to anticipate questions or problem areas.

• Demonstrate leadership by communicating actively throughout engagements, ensuring work is completed accurately and efficiently.

• Develop relationships with clients and advisor teams by understanding client needs, business operations, and individual circumstances and providing responsive, practical solutions.

• Manage risk and financial performance of engagements including billing, collections, and project budgets.

• Manage and mentor a team of tax professionals on client engagements, supporting continuous growth and development.

Requirements:

• BS/BA in accounting or similar undergraduate degree, Masters in tax preferred

• Minimum 8+ years of experience in public accounting

• Active CPA license

• Expert understanding of tax principles and concepts, tax law, and tax research

• Excellent time management, organizational and critical thinking skills

• Work style that promotes positive relationships and collaboration opportunities

• Ability to communicate complex information clearly and effectively

NO THIRD PARTY RECRUITERS AND VISA SPONSORSHIP IS NOT PROVIDED.

We offer a flexible work environment, great opportunities for advancement, along with a competitive compensation and benefits plan. This includes a generous PTO plan; medical, dental, vision, short and long term disability and life insurance; retirement plan; and reimbursement for continuing education, professional licensing and professional memberships. The salary range for this position is currently $150,000 - $220,000 annually.