Accounting & Tax Manager

Simon Lever LLC; Lititz (Lancaster County); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Best Places to Work in PA

Flexible hybrid working environment

Competitive pay and benefits

Job summary

Simon Lever LLC is seeking an Accounting & Tax Manager to act as a trusted advisor, delivering exceptional client service and leading engagements with tax expertise. The role emphasizes supporting client objectives, maintaining strong relationships, and providing strategic solutions in a collaborative, growth-minded firm.

You will mentor staff, oversee engagements with budget discipline, and contribute to firm growth while staying current 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

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

Skills

Years of public accounting experience

Charge hour goals

Critical thinking

Learning new applications

Education

CPA license with bachelor’s or master’s degree

Tools

MS Office

Tax software

Accounting software

Job description

At Simon Lever, the Accounting & Tax Manager serves as a trusted advisor who delivers exceptional client service, oversees client engagements, and provides specialized tax expertise to our team. This Accounting & Tax Manager 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.

Accounting & Tax Manager Key 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

Accounting & Tax Manager 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

Join Simon Lever as a Accounting & Tax Manager to advance your career, make a meaningful impact for clients, and be part of a supportive and collaborative team. We are a Best Places to Work in PA that offers competitive pay, excellent benefits, and a flexible, hybrid working environment!

Equal Employment Opportunity

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.