Singerlewak10mo ago

Tax Senior - Trusts & Estates

Albany · AlbanyFull Time Exemptsenior

Finance & AccountingOtherTaxTax Senior

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SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959,

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Finance & AccountingOtherTaxTax Senior

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.

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.

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.

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.