Tax Manager - Trusts & Estates

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.
• This position requires the ability to make decisions on all but the most unusual tax situations, while still consulting with other team members.
• This position requires the manager to be in the office periodically and more often during busy season to meet in person with clients, to interact and cultivate relationships with clients, fellow staff, and partners.
• Participation in local community events and networking is also an important part of this position.
• Client and project management
• Work and collaborate with client attorneys 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.

• Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.
• 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.
• Possess a strong knowledge of corporate, pass-through entity, and individual taxation.
• A minimum of five years’ experience required, seven plus years preferred in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• At least two (2) years' experience representing clients before taxing authorities.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• A current and valid certified public accountant’s license is required.
• Must be a member in good standing with the American Institute of CPAs.

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.