Hybrid Accounting & Tax Leader - Client Advisory & Growth

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

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.