SingerLewak

Accounting and management consulting services.

Tax Manager - Trusts & Estates

Tax AccountingConfirmed live in the last 24 hours

Full-timeBremerton, WA, USA$120k - $150k /yrHybrid

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.
Applicants should be familiar with revocable living trusts and other grantor trusts, marital trusts, bypass trusts, charitable split-interest trusts, and Washington estate tax laws.
Applicants should have strong knowledge of corporate, pass-through entity, and individual taxation.
At least five to seven years of experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
At least one year of experience supervising and directing the work of tax preparers.
A bachelor's degree in accounting is required.
A current and valid certified public accountant's license is required.

Responsibilities

Perform technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
Assume full responsibility for larger tax returns and delegate to tax preparers as necessary.
Demonstrate thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Perform client-service tasks and ensure assignments are completed within budgeted time.
Participate actively in client meetings and tax-planning efforts to assist the Auditing and Accounting Department with larger clients.
Act as a resource for tax preparers, specialists, and Auditing and Accounting staff on specific tax issues and questions.
Assume tax-preparation responsibility for more complex business returns.
Assume client-service responsibility for clients worked with directly or delegated by the Partner.
Communicate important tax developments affecting firm clients to appropriate firm personnel.
Delegate and manage governmental tax examinations and represent clients before appropriate taxing authorities when applicable.
Ensure the smooth flow of tax returns through the tax-preparation system for accurate, complete, and timely preparation and delivery.
Ensure accurate and timely billing and collection processes.
Participate in firm practice-development efforts through involvement with referral sources, community, and industry activities.
Develop, coach, and train Supervising Seniors, Seniors, Semi-seniors, and Staff accountants.
Understand Tax Department staff qualifications to develop and instruct them according to their training needs.
Participate in reviews and evaluations of the Tax Department.

Desired Qualifications

A master's degree in taxation is preferred.

Salary Range: 120000 to 150000 (Currency: USD) (Pay period: per-year-salary)

SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolution.

SingerLewak is a Top 100 accounting and consulting firm in the west region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolvement.

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.

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.

Qualifications

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.

SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

About the Company

SingerLewak

Accounting and management consulting services.

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: Not listed
Total funding: Not listed
Headquarters: Los Angeles, CA
Founded: 1959

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