Full-Time

Tax Senior

Trusts & Estates

SingerLewak

SingerLewak

501-1,000 employees

Accounting and management consulting services.

No salary listed

Albany, OR, USA

Hybrid

Hybrid role; in-office presence required periodically, with more frequent visits during busy season.

Category
Accounting (1)
Requirements
  • A minimum of three to five years of experience in public accounting, demonstrating a proven progression in tax complexity, scope, and tax knowledge
  • A strong working knowledge of trust taxation theory, trust/fiduciary accounting income, and distributable net income rules
  • Familiarity with revocable living trusts and other grantor trusts, marital trusts, bypass trusts, charitable split-interest trusts, and knowledge of Oregon estate tax laws
  • Strong knowledge of corporate, pass-through entity, and individual taxation
  • A current and valid certified public accountant license is preferred; if not licensed, the candidate should be working toward obtaining the license by passing the CPA exam
  • If licensed, the candidate must be a member in good standing with the American Institute of Certified Public Accountants
Responsibilities
  • Work and collaborate with managers and clients to facilitate return preparation and other planning and consulting services
  • Analyze and correctly apply provisions in estate planning documents including power of attorney, wills, codicils, and trust agreements
  • Participate in special engagements involving estate planning, tax accounting, consulting, and research
  • Work closely with team members to complete projects, share knowledge and expertise, and help develop ideas and processes
Desired Qualifications
  • A current and valid certified public accountant license is preferred; if not licensed, the candidate should be working toward obtaining the license by passing the CPA exam
  • If licensed, the candidate must be a member in good standing with the American Institute of Certified Public Accountants

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

Simplify Jobs

Simplify's Take

What believers are saying

  • Merged with Jerome Bellotti & Associates in December 2023, boosting Bay Area tax services.
  • Acquired Hearthstone CPA Group in August 2023, expanding Pacific Northwest footprint.
  • Integrated Welch & Co. in July 2025, enhancing Southern California offerings.

What critics are saying

  • Integration failures from 2023-2025 mergers cause client attrition within 6-12 months.
  • Richey May's national merger steals high-net-worth clients in 12-24 months.
  • Los Angeles Memorial Coliseum's $11M lawsuit exposes audit incompetence since 2007.

What makes SingerLewak unique

  • SingerLewak blends large-firm services with entrepreneurial spirit since 1959.
  • Named Orange County Business Journal's Best Places to Work recently.
  • Top Firm in North America per Accounting Today rankings.

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Company News

EIN News
Dec 1st, 2023
Expanding our horizons in the Golden State: SingerLewak welcomes Jerome Bellotti & Associates

LOS ANGELES, CA, UNITED STATES, December 1, 2023 / EINPresswire.com / - SingerLewak, a leading West Coast based accounting and consulting firm, is pleased to announce its combination with Jerome Bellotti & Associates, a full-service accounting and tax firm based in Los Gatos, California.