Tax Manager Trusts & Estates
Bremerton, WA - USA
Job Summary
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.
- 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.
- 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.
- 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.
- Bachelors degree in accounting required masters degree in taxation preferred.
- A current and valid certified public accountants license is required.
Required Experience:
Manager
About Company
SingerLewak is a firm specializing in accounting & consulting for innovative businesses.