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Trusts, Estates, - Mechanicsburg, United States - Simon Lever
Description
Job DescriptionJob Description Salary:
Are you looking to collaborate with highly resourceful team members to make a difference for your clients? Do you enjoy using your tax knowledge to problem-solve and provide strategic tax, trusts, and estates counsel to clients? Do you love leading teams and work engagements? Are you looking for true flexibility? If so, this opportunity may be for you Come find out why Simon Lever is one of PA's Best Places to Work
At Simon Lever, our
Manager
role is a trusted advisor providing excellent client service, overseeing client engagements, and providing a tax expertise for our team.
in serving our clients and firm.
Our team provides strong internal support, ability to focus on your desired career interests and strengths in a public accounting setting, and the flexibility to meet work and personal life.
At Simon Lever, you are not just an employee - we care for each team member in a holistic manner through wellness and support.
We will consider full-time or part-time candidates for this role.In this role, you will be a trusted business advisor and firm resource that:
Maintains and builds strong client relationships to drive a deep understanding of their business and related goals
Works directly with clients and lead advisors to find creative solutions to complex accounting, tax, and business challenges
Aligns expertise in Tax, Trusts, Estate & Non-profit Entities planning to best support client and firm needs
Reviews (and prepare, as needed) tax, trusts, estates, and 990 returns
Is a consultant for and help research complex trust, estate, and nonprofit returns and technical issues
Supports team member development in areas of expertise
Leads and plans client engagements to provide dynamic service
Effectively delegates and oversees work efforts by setting goals, providing resources, removing obstacles and scheduling to meet deadlines efficiently
Mentors and/or coaches team members on growth, development, and performance
As a leader in our firm, top candidates will:
Possess 5-8+ years of public accounting experience with a focus on trust, estates, gift tax, individual and business tax
Be a CPA with related Bachelor's or Masters degree in Business, Finance, Accounting, Taxation or related field
Experience overseeing accounting, tax and related work in a public accounting environment
Have ability to lead, mentor and develop others in growth, development, and wellness
Be driven to meet or exceed personal charge hours for self and help direct others in efficiency and productivity
Be creative in critical thinking and problem solving while being able to develop and follow processes
Have technical ability in MS Office, tax and accounting software, and ability to learn new software
Become part of our awesome team and enjoy the following benefits (depending on full-time/part-time status):
Highly competitive compensation and ability for bonus
Flexible hours & hybrid working option; Remote option is potential for this role
Ability to support the community through firm sponsored volunteer events
Health, Dental, Vision, Disability, and Life Insurance for full-time, eligible; part-time may be eligible for Life Insurance
At least four weeks off of combined vacation and personal time; part-time eligible, too
Summer hours
Paid parental and maternity leaves for full-time, eligible team members
401(k) plan (if meet eligibility)
Professional technical and leadership development
Paid professional dues and memberships
Internal and external CPE opportunities provided by Firm
A smart casual dress attire
Fun firm events
Simon Lever
provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
