Accounting & Tax Manager

Posted 3 Days Ago
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Mechanicsburg, PA, USA
Hybrid
Senior level
Professional Services • Consulting • Financial Services
The Role
Manage client relationships and lead accounting and tax engagements, delivering solutions for complex tax and accounting issues. Oversee engagement budgeting and realization, mentor staff, connect clients with specialists, support firm growth, and stay current on industry developments.
Summary Generated by Built In

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 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.

Notice to Recruiters

Simon Lever, LLC does not accept unsolicited resumes from recruiters or agencies. External Servicers must get written approval from Simon Lever, LLC's HR department before submitting resumes and must have a valid contract in place. Simon Lever LLC will not pay any fees without an existing agreement.

Any unsolicited resumes will be considered the property of Simon Lever LLC and may be used without any obligation to the recruiter.

Skills Required

  • 5-8+ years of public accounting experience with emphasis on accounting and individual, business, partnership, and corporate tax
  • CPA license with a Bachelor's or Master's degree in Business, Finance, Accounting, Taxation, or related field
  • Demonstrated ability to meet or exceed personal charge hour goals and promote team efficiency and productivity
  • Strong critical thinking and problem-solving skills with ability to improve and follow processes
  • Technical proficiency in MS Office, tax and accounting software, and ability to learn new applications
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The Company
82 Employees
Year Founded: 1951

What We Do

Simon Lever is an award-winning business advisory and CPA firm based in Pennsylvania. Founded in 1951, the firm partners with businesses to deliver proactive, personalized guidance across advisory, tax, assurance, and outsourced accounting services. Their mission is to maximize the success of their clients, community, and team by providing thoughtful, responsive guidance and building relationships grounded in trust and service.

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