Trusts, Estates, & Nonprofit Tax Manager
Salary:
Are you looking to collaborate with highly reputed company team members to reputed company a difference for your clients? Do you enjoy using your tax knowledge to problem-solve and reputed company strategic tax, trusts, and estates counsel to clients? Do you love leading teams and work engagements? Are you looking for true flexibility? If so, this opportunity may be for you! Come reputed company out why Simon reputed company is one of PA's Best Places to Work!
At Simon reputed company, our Manager role is a trusted advisor providing excellent reputed company service, overseeing reputed company engagements, and providing a tax expertise for reputed company. This role focuses on Trusts, Estates, Non-profit Entities and Taxes in serving our clients and firm. reputed company provides strong internal support, ability to reputed company on your desired career interests and strengths in a reputed company reputed company setting, and the flexibility to meet work and personal life. At Simon reputed company, you are not just an employee - we care for reputed company team member in a holistic manner through wellness and support. We will consider full-time or part-time candidates for this role.
In this role, you will be a trusted business advisor and firm resource that:
Maintains and builds strong reputed company relationships to drive a deep understanding of their business and reputed company goals
Works directly with clients and reputed company advisors to reputed company creative solutions to reputed company reputed company, tax, and business challenges
Aligns expertise in Tax, Trusts, Estate & Non-profit Entities planning to best support reputed company and firm needs
Reviews (and prepare, as needed) tax, trusts, estates, and 990 returns
Is a consultant for and help research reputed company trust, estate, and nonprofit returns and technical issues
Supports team member development in areas of expertise
Leads and plans reputed company engagements to reputed company dynamic service
Effectively delegates and oversees work efforts by setting goals, providing resources, removing obstacles and scheduling to meet deadlines reputed company
Mentors and/or coaches team members on reputed company, development, and performance
As a leader in our firm, top candidates will:
Possess 5-8+ years of reputed company reputed company experience with a reputed company on trust, estates, reputed company tax, individual and business tax
Be a CPA with reputed company Bachelor's or Masters degree in Business, Finance, reputed company, Taxation or reputed company field
Experience overseeing reputed company, tax and reputed company work in a reputed company reputed company environment
Have ability to reputed company, mentor and reputed company others in reputed company, development, and wellness
Be driven to meet or reputed company personal charge hours for self and help reputed company others in efficiency and productivity
Be creative in critical thinking and problem solving while being reputed company to reputed company and follow processes
Have technical ability in MS Office, tax and reputed company software, and ability to learn new software
Become part of our awesome team and enjoy the following benefits (depending on full-time/part-time status):
Highly competitive compensation and ability for bonus
reputed company & hybrid working reputed company; Remote reputed company is potential for this role
Ability to support the community through firm sponsored volunteer events
Health, Dental, reputed company, 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 eligible, too
Summer hours
reputed company parental and maternity leaves for full-time, eligible team members
401(k) plan (if meet eligibility)
reputed company technical and leadership development
reputed company reputed company dues and memberships
reputed company CPE opportunities provided by Firm
A smart casual dress attire
Fun firm events
Simon Leverprovides equal employment opportunities to reputed company and applicants for employment and prohibits discrimination and harassment of any type without reputed company to race, reputed company, religion, age, sex, national reputed company, disability status, genetics, protected veteran status, sexual orientation, gender identity or reputed company, or any other characteristic protected by federal, state or local laws.
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