Singer Lewak

Tax Manager - Trusts & Estates

Singer Lewak$120K — $150K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of public accounting experience with increasing complexity in taxation
  • 1 year of supervisory experience in overseeing tax preparers
  • Bachelor's degree in accounting; Master's in taxation preferred
  • Valid certified public accountant (CPA) license required
  • Strong knowledge of trust taxation and Washington estate tax laws

Responsibilities

  • Perform technical tax reviews and approvals for complex tax returns
  • Manage and delegate tasks for larger tax returns to preparers
  • Provide expert advice to clients using advanced technical skills
  • Ensure client service tasks are completed on time and within budget
  • Engage actively in client meetings and tax planning with larger accounts
  • Serve as a point of contact for tax issues for preparers and staff
  • Oversee the preparation of complex business tax returns
  • Handle communication regarding important tax developments with client impact
  • Manage governmental tax examinations and represent clients when necessary
  • Facilitate the workflow of tax returns for accurate and timely delivery
  • Confirm adherence to billing and collection processes
  • Contribute to practice development through community and industry engagement

Benefits

  • Professional development and training opportunities
  • Support for achieving advanced certifications
  • Access to a collaborative team environment
  • Involvement in diverse client projects
  • Potential for community engagement and networking
Full Job Description
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. $120,000 - $150,000 a year

About Singer Lewak

SingerLewak is a full-service accounting firm with offices in California, Colorado, and Washington. They offer tax, audit, and consulting services to a variety of industries, including entertainment, real estate, and technology. The firm was founded in 1959 and has been recognized as a Best Place to Work by the Los Angeles Business Journal and Accounting Today.
Learn more about Singer Lewak
Size
200 employees
Industry
Net Income
$3 million
5 Year Trend
+3%
Revenue
$30 million

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