Tax Manager - Trusts & Estates
$120k - $150k/yr
Senior
Bachelor's
Bremerton, WA, USA
HybridHybrid role with on-site days in Bremerton, Washington.
AccountingTax Accounting
About the job
Requirements
- A qualified applicant should have a strong working knowledge of trust taxation theory, trust/fiduciary accounting income, and distributable net income rules, and be familiar with the concepts of revocable living trusts and other grantor trusts, marital trusts, bypass trusts, charitable split-interest trusts, and should be familiar with Washington estate tax laws. A strong applicant should also possess a strong knowledge of corporate, pass-through entity, and individual taxation.
- At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
- Minimum one (1) year experience supervising and directing work of tax preparers.
- Bachelor’s degree in accounting required, master’s degree in taxation preferred.
- A current and valid certified public accountant’s license is required.
Responsibilities
- Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
- Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
- Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
- Performs all task related to client service and sees that assignments are accomplished within budgeted time.
- Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
- Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
- Assumes tax preparation responsibility for the more complex business returns.
- Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
- Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
- Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
- Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
- Adheres to accurate and timely billing and collection processes are made.
- Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
- Supervisory Responsibilities: Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
- Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
- Participates in reviews and evaluations of the Tax Department.
About the company
SingerLewak delivers accounting and management consulting services to businesses and individuals, offering assurance, tax, and advisory services across a blend of practices and industry specializations. Its approach combines the resources of a large firm with an entrepreneurial culture, enabling teams to tailor solutions to each client and guide their decisions with expert analysis. The firm differentiates itself through long-standing experience (since 1959), leadership in its region, and recognition as a top employer and top firm in its field. Its goal is to help clients improve decision-making and achieve growth by providing comprehensive, client-focused accounting and advisory support.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Los Angeles, California
Founded
1959
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Simplify's Take
What believers are saying
- Welch & Co. joined SingerLewak in May 2025, expanding Torrance market coverage.
- In 2026, SingerLewak added tax partners and kept visible leadership through PCAOB and PCC roles.
- Its 2026 AI, cybersecurity, and IPO-readiness content targets clients buying high-margin advisory work.
What critics are saying
- SingerLewak’s 15-office footprint concentrates revenue in California, exposing it to regional client churn.
- Headcount fell 1% to 499 in 2026, signaling integration strain or weak hiring.
- If merger-driven growth slows, larger Top 100 rivals will outspend SingerLewak by 2027.
What makes SingerLewak unique
- Founded in 1959, SingerLewak pairs West Coast scale with 15 offices and 462 staff.
- Its 2026 West ranking shows $111.89 million revenue, ranking 76th among regional firms.
- The firm sells consulting, tax, forensic, IPO-readiness, and AI advisory under one roof.
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Benefits
- Remote Work Options