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Tax and Estate Planning Manager

2 months ago

Lititz, Pennsylvania, United States Simon Lever Full time
Job Description

**About the Role**

We are seeking a highly skilled Tax and Estate Planning Manager to join our team at Simon Lever. As a trusted advisor, you will provide expert guidance to clients on trust, estate, and nonprofit tax planning, ensuring their financial well-being and compliance with relevant regulations.

Key Responsibilities:

  • Maintain and build strong relationships with clients to understand their business goals and objectives.
  • Collaborate with clients and lead advisors to develop creative solutions to complex accounting, tax, and business challenges.
  • Align expertise in tax, trusts, estate, and nonprofit entities planning to best support client and firm needs.
  • Review and prepare tax, trusts, estates, and 990 returns.
  • Provide consulting services and 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:

  • 5-8+ years of public accounting experience with a focus on trust, estates, gift tax, individual, and business tax.
  • Be a CPA with a related Bachelor's or Master's degree in Business, Finance, Accounting, Taxation, or a 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.

What We Offer:

  • 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.