Tax Manager - Trusts Estates
Tax Manager - Trusts Estates
Posted on :
07-04-2025
Employer Active
1 Vacancy
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Job Description
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 yearoveryear. 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.
Responsibilities
- This position is responsible for the efficient accurate complete and timely preparation and review of estate gift and fiduciary tax returns as well as corporate passthrough entities and individual returns.
- This position requires the ability to make decisions on all but the most unusual tax situations while still consulting with other team members.
- This position requires the manager to be in the office periodically and more often during busy season to meet in person with clients to interact and cultivate relationships with clients fellow staff and partners.
- Participation in local community events and networking is also an important part of this position.
- Client and project management
- Work and collaborate with client attorneys 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.
Qualifications
- Advanced technical skills in a variety of tax and accounting areas along with welldeveloped and applied management and supervisory skills are required.
- A qualified applicant should have a strong working knowledge of the 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 splitinterest trusts and should be familiar with Oregon estate tax laws.
- Possess a strong knowledge of corporate passthrough entity and individual taxation.
- A minimum of five years experience required seven plus years preferred in public accounting demonstrating a proven progression in tax complexity scope and research.
- At least two 2 years experience representing clients before taxing authorities.
- Minimum one 1 year experience supervising and directing work of tax preparers.
- A current and valid certified public accountants license is required.
- Must be a member in good standing with the American Institute of CPAs.
SingerLewak is an affirmative actionequal 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.
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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