SingerLewak LLP

Tax Senior - Trusts & Estates

SingerLewak LLP  •  Albany, OR (Onsite)  •  3 months ago
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Job Description

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.  Technical skills in a variety of tax and accounting areas, along with well-developed communication skills are required. This position requires the ability to address complex tax situations, while still consulting with other team members.   This position requires the senior to be in the office periodically and more often during busy season to interact and cultivate relationships with fellow staff, partners, and occasionally with clients.  Participation in local community events and networking is also an important part of this position. 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.  A strong applicant should also possess a strong knowledge of corporate, pass-through entity, and individual taxation. 

Responsibilities

  • Work and collaborate with managers and clients 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.

Qualifications

  • A minimum of three to five years of experience in public accounting, demonstrating a proven progression in tax complexity, scope, and tax knowledge
  • A current and valid certified public accountant’s license is preferred.  If not currently licensed, the candidate should be working toward obtaining the license by passing the CPA exam.
  • If licensed, the candidate must be a member in good standing with the AICPA.
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.
SingerLewak LLP

About SingerLewak LLP

SingerLewak has a 60-year history of serving clients as one of the leading West Coast based public accounting firms; SingerLewak understands the needs of business owners and finance professionals. We work proactively to deliver a meaningful, value-added experience with customized solutions in accounting, advisory and tax services while also ensuring that we anticipate the needs of our clients by regular communication, strong relationships and being flexible to shifting deadlines. Times have changed and we have adjusted the way that we do business. We understand market shifts, business nuances and the need to quickly adjust. Whether you are raising money through traditional bank loans, mezzanine capital, private equity or raising capital through an initial public offering, we have the experience and the relationships to help you through the process. Our values and mission are to always put our client relationships first – we understand the value of good counsel and of working with someone who knows both you and your business.

SingerLewak has maintained a strong reputation for excellence and continues to demonstrate renowned industry leadership; consistently recognized over the years nationally as a top accounting firm by Accounting Today. We currently have offices located in 6 states: California, Colorado, Georgia, Nevada, Oregon, and Texas with additional reach to international entities and individuals.

Industry
Accounting & Tax
Company Size
501-1,000 employees
Headquarters
Los Angeles, CA
Year Founded
1959
Website
singerlewak.com
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