SingerLewak LLP ยท 2 hours ago
Tax Senior - Trusts & Estates
Albany, OR
Full-time
Hybrid
Mid, Senior Level
3+ years expSingerLewak LLP is a Top 100 accounting and consulting firm known for its excellence in the industry. The Tax Senior position is responsible for the preparation and review of estate, gift, and fiduciary tax returns, as well as corporate and individual returns, while engaging with clients and team members to address complex tax situations.
ConsultingLegal
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
Qualification
Required
A minimum of three to five years of experience in public accounting, demonstrating a proven progression in tax complexity, scope, and tax knowledge
A strong working knowledge of the trust taxation theory, trust/fiduciary accounting income, and distributable net income rules
Familiarity with the concepts of revocable living trusts and other grantor trusts, marital trusts, bypass trusts, charitable split-interest trusts
Familiarity with Oregon estate tax laws
A strong knowledge of corporate, pass-through entity, and individual taxation
Technical skills in a variety of tax and accounting areas
Well-developed communication skills
Ability to address complex tax situations while consulting with other team members
Preferred
A current and valid certified public accountant's license
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
Company
SingerLewak LLP
SingerLewak is an accounting company that specializes in accounting and consulting services.
201-500 employees
H1B Sponsorship
SingerLewak LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (16)
2024 (13)
2023 (16)
2022 (16)
2021 (10)
2020 (10)
Funding
Current Stage
Growth StageLeadership Team
Bob Green
Partner and Practice Leader: SL Business Informatics
Dan Faulk
Partner
Recent News
2025-04-28
EIN Presswire
2025-01-10
2024-10-24
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