Talent.com
Trusts, Estates, & Nonprofit Tax Manager
Trusts, Estates, & Nonprofit Tax ManagerSimon Lever • Mechanicsburg, PA, US
Trusts, Estates, & Nonprofit Tax Manager

Trusts, Estates, & Nonprofit Tax Manager

Simon Lever • Mechanicsburg, PA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Job Description

Job Description

Salary :

Are you looking to collaborate with highly resourceful team members to make a difference for your clients? Do you enjoy using your tax knowledge to problem-solve and provide 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 find out why Simon Lever is one of PA's Best Places to Work!

At Simon Lever, our Manager role is a trusted advisor providing excellent client service, overseeing client engagements, and providing a tax expertise for our team. This role focuses on Trusts, Estates, Non-profit Entities and Taxes in serving our clients and firm. Our team provides strong internal support, ability to focus on your desired career interests and strengths in a public accounting setting, and the flexibility to meet work and personal life. At Simon Lever, you are not just an employee - we care for each team member in a holistic manner through wellness and support.

In this role, you will be a trusted business advisor and firm resource that :

  • Maintains and builds strong client relationships with a deep understanding of their business and related goals
  • Works directly with clients and lead advisors to find creative solutions to complex accounting, tax, and business challenges
  • Aligns expertise in Tax, Trusts, Estate & Non-profit Entities planning to best support client and firm needs
  • Reviews (and prepare, as needed) tax, trusts, estates, and 990 returns
  • Is a consultant for and help research complex trust, estate, and nonprofit returns and technical issues
  • Supports team member development in areas of expertise
  • Leads and plans client engagements to provide dynamic service
  • Effectively delegates and oversees work efforts by setting goals, providing resources, removing obstacles and scheduling to meet deadlines efficiently
  • Mentors and / or coaches team members on growth, development, and performance

As a leader in our firm, top candidates will :

  • Possess 5-8+ years of public accounting experience with a focus on trust, estates, gift tax, individual and business 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
  • Have 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
  • Become part of our awesome team and enjoy the following benefits (depending on full-time / part-time status) :

  • Highly competitive compensation package
  • Flexible hours & hybrid working option; Remote option within PA is potential for this role
  • Volunteer Paid Time
  • Health, Dental, Vision, Disability, and Life Insurance for full-time, eligible
  • At least four weeks off plus holidays
  • Summer hours
  • Paid parental and maternity leaves
  • 401(k) plan
  • 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 Leverprovides 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.

    serp_jobs.job_alerts.create_a_job

    Tax Manager • Mechanicsburg, PA, US

    Job_description.internal_linking.related_jobs
    Travel Physical Therapist

    Travel Physical Therapist

    Synergy Medical Staffing • Millersburg, PA, US
    serp_jobs.job_card.permanent
    Synergy Medical Staffing is seeking a travel Physical Therapist for a travel job in Millersburg, Pennsylvania.Job Description & Requirements. Location : Millersburg, Pennsylvania.Shift : 5x8 Days,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Centra Healthcare Allied • Carlisle, PA, US
    serp_jobs.job_card.full_time
    Centra Healthcare Allied is seeking a travel Physical Therapist for a travel job in Carlisle, Pennsylvania.Job Description & Requirements. Centra Healthcare Solutions is seeking an experienced.P...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Equipment Finance Portfolio Manager (remote or onsite)

    Equipment Finance Portfolio Manager (remote or onsite)

    Northwest Bank • Mount Joy, PA, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    The Equipment Finance Portfolio Manager is responsible for the ongoing monitoring process for the Bank's Commercial loans associated with the Equipment Finance vertical, to ensure timely and accura...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Center Assistant Manager

    Financial Center Assistant Manager

    Northwest Bank • Hershey, PA, United States
    serp_jobs.job_card.full_time
    As a Financial Center Assistant Manager, you will be responsible for assisting the Financial Center Manager in overseeing daily operations, managing staff, and ensuring exceptional customer experie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Registered Nurse Supervisor (2nd Shift) - South Mountain Restoration Center

    Registered Nurse Supervisor (2nd Shift) - South Mountain Restoration Center

    Commonwealth Of Pennsylvania • South Mountain, PA, United States
    serp_jobs.job_card.full_time
    NOTE : THIS IS A REPOSTING OF CS-2025-33406-30430.IF YOU APPLIED UNDER THE PREVIOUS POSTING WHICH WAS OPEN FROM SEPTEMBER 16, 2025 TO SEPTEMBER 30, 2025, YOU CANNOT SUBMIT A NEW APPLICATION.Are you ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Residential Services Unit Manager - Selinsgrove Center (1st Shift)

    Residential Services Unit Manager - Selinsgrove Center (1st Shift)

    Commonwealth Of Pennsylvania • Selinsgrove, PA, United States
    serp_jobs.job_card.full_time
    Make a real impact and transform lives! The Department of Human Services (DHS) is currently seeking a passionate Residential Services Unit Manager to play a pivotal role in planning, directing, and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Branch Manager

    Branch Manager

    First National Bank of Pennsylvania • Middleburg, PA, United States
    serp_jobs.job_card.full_time
    Make a difference - for us and for your future.This position is primarily responsible for the overall sales and operations management of the branch. The incumbent is the directing sales manager for ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Principal Auditor - Global Payment Network

    Principal Auditor - Global Payment Network

    Capital One • YORK, Pennsylvania, United States
    serp_jobs.job_card.full_time +1
    Principal Auditor - Global Payment Network.Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Commit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Travel Step-Down Registered Nurse

    Travel Step-Down Registered Nurse

    Prime Staffing • Hershey, PA, US
    serp_jobs.job_card.permanent
    Prime Staffing is seeking a travel nurse RN Stepdown for a travel nursing job in Hershey, Pennsylvania.Job Description & Requirements. Step Down / Intermediate Care / Progressive Care experience req...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Occupational Therapist - Skilled Nursing & Rehab

    Travel Occupational Therapist - Skilled Nursing & Rehab

    Synergy Medical Staffing • New Oxford, PA, US
    serp_jobs.job_card.permanent
    Synergy Medical Staffing is seeking a travel Occupational Therapist for a travel job in New Oxford, Pennsylvania.Job Description & Requirements. Location : New Oxford, Pennsylvania.Shift : 5x8 Day...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Software Engineering - Payment Services

    Director, Software Engineering - Payment Services

    Capital One • YORK, Pennsylvania, United States
    serp_jobs.job_card.full_time +1
    Director, Software Engineering - Payment Services.As a Capital One Director of Software Engineering, you will serve as the Payments Technology point of contact and partner with technology and busin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Skyline Med Staff Allied • Carlisle, PA, US
    serp_jobs.job_card.full_time
    Skyline Med Staff Allied is seeking a travel Physical Therapist for a travel job in Carlisle, Pennsylvania.Job Description & Requirements. Join the Top- Rated Travel Healthcare Team!.Skyline Med...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Finance

    Director of Finance

    Lighting New York • Selinsgrove, PA, US
    serp_jobs.job_card.full_time
    Director of Finance LightingNewYork.Lighting Industry and we are currently seeking a Director of Finance for our office in Selinsgrove, Pennsylvania. As a team, we work hard to always move forward, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Occupational Therapist - Skilled Nursing & Rehab

    Travel Occupational Therapist - Skilled Nursing & Rehab

    Ardor Health Solutions • New Oxford, PA, US
    serp_jobs.job_card.full_time
    Ardor Health Solutions is seeking a travel Occupational Therapist for a travel job in New Oxford, Pennsylvania.Job Description & Requirements. Ardor Health Solutions is looking for a Occupationa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Registered Nurse - Selinsgrove Center (1st, 2nd, & 3rd shift)

    Registered Nurse - Selinsgrove Center (1st, 2nd, & 3rd shift)

    Commonwealth Of Pennsylvania • Selinsgrove, PA, United States
    serp_jobs.job_card.full_time
    Selinsgrove Center is looking for dependable, compassionate, hardworking Registered Nurses!.Selinsgrove Center is located in a nice rural location just outside the Borough of Selinsgrove, only a co...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Audit Manager - Global Payment Network

    Audit Manager - Global Payment Network

    Capital One • YORK, Pennsylvania, United States
    serp_jobs.job_card.full_time +1
    Audit Manager - Global Payment Network.Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Committee....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data Annotation • York, Pennsylvania
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Director of Electrical Construction

    Associate Director of Electrical Construction

    Keystone Clearwater Solutions • Hershey, PA, US
    serp_jobs.job_card.full_time
    Associate Director of Electrical Construction.Full-Time | Field-Based Role | Commercial Solar.Coral Reef Partners is a leading Pennsylvania-based commercial solar developer, installer, and EPC (Eng...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted