Tax Expertise Manager

2 weeks ago


Lititz, Pennsylvania, United States Simon Lever Full time
About the Role

We are seeking a highly skilled Tax Expertise Manager to join our team at Simon Lever. As a trusted advisor, you will provide excellent client service, oversee client engagements, and provide tax expertise for our team.

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
  • 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
Requirements
  • 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
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
About Simon Lever

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.


  • Tax Manager

    2 weeks ago


    Lititz, Pennsylvania, United States Simon Lever Full time

    About the RoleAs a Tax Manager at Simon Lever, you will be a trusted business advisor who maintains and builds strong client relationships to drive a deep understanding of their business and related goals. You will work directly with clients to find creative solutions to complex accounting, tax, and business challenges, aligning expertise in Tax to best...

  • Senior Tax Manager

    2 weeks ago


    Lititz, Pennsylvania, United States Spartan Placements LLC Full time

    Senior Manager - Tax RoleThe Firm is a cohesive team of financial professionals and business experts in the Lancaster, PA area who passionately advance our clients' monetary and organizational goals.We adopt the philosophy of ultimate accountability, our promise to deliver tailored, personal, and expert services to our clients on every job, every time.We...

  • Senior Tax Manager

    1 month ago


    Lititz, Pennsylvania, United States Spartan Placements LLC Full time

    Senior Manager - Tax Job DescriptionWe are seeking a seasoned tax accounting professional and leader to join our team as a Senior Manager - Tax. This role is an established, strategic leadership position that will help maintain our standard of unparalleled service and commitment to our clients.Key Responsibilities:Provide strategic leadership and trusted tax...


  • Lititz, Pennsylvania, United States Simon Lever Full time

    Are you a strategic thinker with a passion for tax and construction? Do you enjoy collaborating with a dynamic team to drive business growth and success? We are seeking a highly skilled Tax Manager with a focus on the construction industry to join our team at Simon Lever.As a trusted advisor, you will work closely with clients to understand their business...


  • Lititz, Pennsylvania, United States Simon Lever Full time

    Job OpportunitySimon Lever is seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team. As a trusted advisor, you will provide excellent client service, oversee client engagements, and offer tax expertise to our team.This role is ideal for a motivated individual with 5-8+ years of public accounting experience, a CPA...


  • Lititz, Pennsylvania, United States Simon Lever Full time

    Join Our Team as a Tax Manager with Construction FocusWe are seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team at Simon Lever. As a trusted advisor, you will provide excellent client service, oversee client engagements, and provide tax expertise for our team.In this role, you will maintain and build strong client...


  • Lititz, Pennsylvania, United States Simon Lever Full time

    Job OpportunityWe are seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team at Simon Lever. As a trusted advisor, you will provide excellent client service, oversee client engagements, and provide tax expertise for our team.Key Responsibilities:Maintain and build strong client relationships to drive a deep...


  • Lititz, Pennsylvania, United States Simon Lever Full time

    Job SummarySimon Lever is seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team. As a trusted advisor, you will provide excellent client service, oversee client engagements, and provide tax expertise to our team.This is a unique opportunity to work with a dynamic team and contribute to the success of our clients. If...


  • Lititz, Pennsylvania, United States Simon Lever Full time

    Job OverviewSimon Lever is seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team. As a trusted advisor, you will provide excellent client service, oversee client engagements, and offer tax expertise to our team.This role is ideal for a motivated individual with a passion for tax and accounting work in the...


  • Lititz, Pennsylvania, United States Simon Lever Full time

    Job SummaryWe are seeking a highly skilled Tax Manager with a focus on the Construction industry to join our team at Simon Lever. As a trusted advisor, you will provide excellent client service, oversee client engagements, and offer tax expertise to our team.This role focuses on tax and accounting work within the Construction industry, providing strong...

  • Senior Manager

    5 days ago


    Lititz, Pennsylvania, United States Spartan Placements LLC Full time

    We are seeking a seasoned tax accounting professional and leader for our Senior Manager - Tax role. This position is an established, strategic leadership position in the firm that will help maintain our standard of unparalleled service and commitment to our clients, as we help them navigate the many financial aspects of their business.Responsibilities:Act as...

  • Tax Manager Position

    2 weeks ago


    Lititz, Pennsylvania, United States Jobot Full time

    Remote Tax Manager OpportunityWe are a fast-growing CPA firm based in PA, seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for leading our tax practice and working closely with our clients to provide expert tax advice.Why Choose Us?Meaningful and impactful workCompetitive base salary and bonus packageComplete...

  • Tax Manager

    7 days ago


    Lititz, Pennsylvania, United States Simon Lever Full time

    Job OverviewWe are seeking a highly skilled Tax Manager to join our team at Simon Lever. As a trusted advisor, you will provide expert tax counsel to clients, overseeing client engagements and leading teams to deliver exceptional results.Key Responsibilities:Maintain and build strong client relationships to drive a deep understanding of their business and...


  • Lititz, Pennsylvania, United States Smoker & Company LLC Full time

    Job OpportunitySmoker & Company LLC is a dynamic CPA firm with multiple office locations in Lancaster and Berks County. Our mission is to provide comprehensive accounting, tax, and business development services to our clients, enhancing their value and success.We are seeking a Seasonal Tax Professional to join our team, working at least 25 hours per week...

  • Accounting Manager

    2 weeks ago


    Lititz, Pennsylvania, United States Lititz Flooring Full time

    Job SummaryWe are seeking a detail-oriented Bookkeeper to manage our general accounting and financial processes. The successful candidate will provide financial information to assist management in making informed decisions about the company's future and growth throughout North America.Key ResponsibilitiesManage all accounting operations, including billing,...


  • Lititz, Pennsylvania, United States Orrstown Financial Full time

    Branch Operational SpecialistThe Branch Operational Specialist plays a critical role in ensuring the smooth operation of our financial centers. This individual will oversee key operational tasks, including risk management, cash management, ATM management, and the annual financial center operational review process.Key Responsibilities:Lead operational tasks...


  • Lititz, Pennsylvania, United States Spartan Placements LLC Full time

    The Firm is a cohesive team of financial professionals and business experts in the Lancaster, PA area who passionately advance our clients' monetary and organizational goals.We adopt the philosophy of ultimate accountability, our promise to deliver tailored, personal, and expert services to our clients on every job, every time.We provide our clients with the...


  • Lititz, Pennsylvania, United States Lititz Flooring Full time

    Job DescriptionAs a detail-oriented Bookkeeper, you will be responsible for managing the general accounting and financial process of Lititz Flooring Company. Your primary duties will include managing all accounting operations, including billing, accounts receivable, accounts payable, general ledger, inventory accounting, and revenue recognition. You will...


  • Lititz, Pennsylvania, United States Friendship Community Full time

    Job SummaryWe are seeking a highly skilled and experienced Residential Manager to join our team at Friendship Community. As a key member of our staff, you will be responsible for overseeing the daily operations of our residential facilities, ensuring the health and well-being of our residents, and providing exceptional care and support.Key...


  • Lititz, Pennsylvania, United States WebstaurantStore Full time

    Job Title: Application Security ManagerAbout Us:WebstaurantStore, a Clark Associates company, is the largest online distributor of restaurant supplies and equipment. Our CAST (Clark Associates Security Team) is committed to maintaining the highest standards of security and integrity in all our applications and systems.Job Overview:We are seeking a hands-on...