Tax Manager - Trusts & Estates

Job description

**SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western 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 evolution.** **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.** *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.