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    Trusts, Estates, and Nonprofit Tax Manager - Lititz, United States - Simon Lever

    Simon Lever
    Simon Lever Lititz, United States

    3 weeks ago

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    Description
    Job Description


    Job 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 to lead teams and work engagements? Are you looking for true flexibility? 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.

    This role focuses on Trusts, Estates, Non-profit Entities and Taxes

    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 work support.

    We will consider full-time or reduced hour/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: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
    Demonstrate 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 working hours and 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.

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