Accounting & Tax Manager

About the role

At Simon Lever, the Accounting & Tax Manager serves as a trusted advisor who delivers exceptional client service, oversees client engagements, and provides specialized tax and accounting expertise to our team. This opportunity offers the ability to focus on your career interests and strengths, coupled with a supportive and collaborative team. We provide the same level of care to our colleagues as our clients while building trust and pursuing excellence. Our culture of care guides everything we do.

Responsibilities

• Develop and maintain strong client relationships to gain a deep understanding of their business and objectives
• Deliver creative client solutions to complex accounting, tax, and business issues
• Apply accounting, advisory, and tax expertise to effectively support client and firm needs
• Lead, plan, oversee, and execute client engagements to ensure outstanding service, within appropriate budgeting and job realizations
• Connect clients with additional internal or external specialists as needed
• Delegate tasks, set clear goals, provide necessary resources, remove obstacles, and manage schedules to ensure efficient, timely completion of projects
• Mentor and coach team members, supporting their professional growth, development, and performance
• Participate in firm growth initiatives and client account development to generate new client revenue and expand revenue from existing clients
• Stay up to date on industry developments

Qualifications

• 5–8+ years of public accounting experience with an emphasis on accounting, individual, business, partnership, and corporate tax
• CPA license with a Bachelor’s or Master’s degree in Business, Finance, Accounting, Taxation, or a related field
• Demonstrated ability to meet or exceed personal charge hour goals and promote efficiency and productivity within the team
• Strong critical thinking and problem-solving skills, with the ability to creatively improve and follow processes
• Technical proficiency in MS Office, tax and accounting software, and the ability to learn new applications

Benefits

• Competitive pay
• Excellent benefits
• Flexible, hybrid working environment

Simon Lever is recognized as a Best Places to Work in PA.