Tax Expertise Leader

2 weeks ago


Mechanicsburg, Pennsylvania, United States Simon Lever Full time
Job Overview

Serve as a trusted advisor, providing excellent client service and leading client engagements in Trusts, Estates, Non-profit Entities and Taxes.

About the Role

In this role, you will maintain and build strong client relationships, work directly with clients and lead advisors to find creative solutions to complex accounting, tax, and business challenges. You will align expertise in Tax, Trusts, Estate & Non-profit Entities planning to best support client and firm needs.

Key Responsibilities
  • Maintain and build strong client relationships to drive a deep understanding of their business and related goals.
  • Work directly with clients and lead advisors to find creative solutions to complex accounting, tax, and business challenges.
  • Align expertise in Tax, Trusts, Estate & Non-profit Entities planning to best support client and firm needs.
  • Review (and prepare, as needed) tax, trusts, estates, and 990 returns.
  • Be a consultant for and help research complex trust, estate, and nonprofit returns and technical issues.
  • Support team member development in areas of expertise.
  • Lead and plan client engagements to provide dynamic service.
  • Effectively delegate and oversee work efforts by setting goals, providing resources, removing obstacles and scheduling to meet deadlines efficiently.
  • Mentor and/or coach team members on growth, development, and performance.
Requirements
  • 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.
Benefits
  • Highly competitive compensation and bonus opportunity.
  • Flexible hours & hybrid working option; Remote work available.
  • Ability to support the community through firm-sponsored volunteer events.
  • Health, Dental, Vision, Disability, and Life Insurance for full-time employees.
  • At least four weeks off combined vacation and personal time.
  • Summer hours.
  • Paid parental and maternity leaves for full-time employees.
  • 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.
  • Firm events.

Salary: $100,000 - $150,000 per year based on experience.



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