What are the responsibilities and job description for the Tax Manager position at Simon Lever?
About the Role
As 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 support client and firm needs.
Key Responsibilities
- Maintain and build strong client relationships to drive a deep understanding of their business and related goals
- Work directly with clients to find creative solutions to complex accounting, tax, and business challenges
- Align expertise in Tax to best support client and firm needs
- Lead and plan client engagements to provide dynamic service
- Advise on appropriate tax, accounting, and business strategies to assist business clients maximize their success
- Align business clients with other internal or external expertise, when needed
- Effectively delegate and oversee work efforts by setting goals, providing resources, removing obstacles and scheduling to meet deadlines efficiently
- Mentor and/or coach team members on growth, development, and performance
Requirements
- 5-8 years of public accounting experience with a focus on accounting, individual, business, partnership and corporate 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
- 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
- Ability to support the community through firm sponsored volunteer events
- Highly competitive group 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 pro-rated accordingly
- 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
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.
