Tax Manager - Trusts & Estates

SingerLewak; Bremerton (WA); On-site; USD 120,000 - 150,000; Full time

Job summary

SingerLewak in Bremerton, WA seeks an experienced tax professional to review and oversee complex returns, coordinate with preparers, and service clients with accuracy. The role emphasizes supervisory duties, deep knowledge of trust and corporate taxation, and delivering timely, compliant tax solutions.

CPA license required; Bachelor's in Accounting and 5–7 years in public accounting preferred. Growth opportunities exist within the firm with high‑level engagements and collaboration with partners.

Qualifications

• Strong knowledge of trust taxation theory and distributable net income rules.
• Experience advising clients and assisting with tax planning.
• Ability to supervise staff and manage multiple complex returns.

Responsibilities

• Performs technical tax review and approval of complex tax returns and examinations.
• Leads tax preparation teams and delegates tasks while ensuring quality and timeliness.
• Serves as a resource for staff on tax issues and client questions.
• Communicates tax developments to the firm and clients.
• Represents clients before taxing authorities as needed.
• Oversees smooth workflow of tax returns from preparation to delivery.
• Contributes to practice development and client meeting participation.

Skills

Tax knowledge

Client service

Leadership/mentoring

Education

Bachelor's in Accounting

Master's in Taxation (preferred)

Job description

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.

$120,000 - $150,000 a year

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.