Tax Senior - Trusts & Estates
Tax Senior - Trusts & Estates
Posted on :
26-06-2025
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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 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.
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 pass-through entities and individual returns. Technical skills in a variety of tax and accounting areas along with well-developed communication skills are required. This position requires the ability to address complex tax situations while still consulting with other team members.
This position requires the senior to be in the office periodically and more often during busy season to interact and cultivate relationships with fellow staff partners and occasionally with clients. Participation in local community events and networking is also an important part of this position.
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 split-interest trusts and should be familiar with Oregon estate tax laws. A strong applicant should also possess a strong knowledge of corporate pass-through entity and individual taxation.
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.
Qualifications
- A minimum of three to five years of experience in public accounting demonstrating a proven progression in tax complexity scope and tax knowledge
- A current and valid certified public accountants license is preferred. If not currently 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 AICPA.
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.
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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