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Trusts, Estates, and Nonprofit Tax Manager

1 month ago

Lititz, United States Simon Lever Full time

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.