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 progressive experience in public accounting with a focus on tax complexity and research.
  • At least 1 year of experience in supervising and directing tax preparers.
  • Bachelor's degree in accounting is required; master's degree in taxation preferred.
  • Current and valid CPA license is mandatory.
  • Strong knowledge of trust taxation theory and Washington estate tax laws.

Responsibilities

  • Perform technical tax review and approval of complex tax returns.
  • Assume full responsibility for larger tax returns and manage tax preparation teams.
  • Client service management, ensuring assignments are completed within budgeted timeframes.
  • Participate actively in client meetings for tax planning alongside the Auditing and Accounting Department.
  • Act as a resource on tax issues for tax preparers and A&A staff.
  • Manage governmental tax examinations, representing clients before taxing authorities.
  • Facilitate smooth flow of tax return preparation, ensuring accuracy and timeliness.

Benefits

  • Comprehensive health and wellness programs.
  • Professional development opportunities and training.
  • Flexible work arrangements available.
  • Participation in community and industry activities.
  • Involvement in firm practice development efforts.
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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