MANAGERS & SUPERVISORS

Matt
Shade
Tax Supervisor
BACK TO OUR PEOPLE
AT SIMON LEVER

Before joining Simon Lever in 2019, Matt spent 4 years as sole practitioner/owner of a CPA firm providing tax prep, payroll admin, business and individual accounting, tax consulting and planning, and business setup/startup. With a concentrated focus on complex individual tax returns, Matt plays a pivotal role in maximizing the success of each client. He is a key member of the Tax Department.

PROFESSIONAL HISTORY

Bringing more than 20 years of tax experience, Matt’s achievements and history are vast. Matt spent several years as an auditor for the PA Department of the Auditor General. He also has multiple years of experience as an Accounts Receivable Manager, SEC Accountant, and Assistant Director of Financial Reporting for PHEAA. For 8 years Matt held the position of Director of Student Accounts and Cashiering, Director of Accounting Services, Executive Director of Accounting Services, and Controller at HACC. This education experience was further followed by 3 months as a contracted interim controller at Franklin & Marshall College, Lancaster.

PERSONAL

Matt is the father of two very high-tech sons. In his spare time he is a very avid fly fisherman for wild trout.

EDUCATION & CERTIFICATIONS

B.S. Accounting, Lock Haven University

MBA Strategic Leadership, Amberton University

Chartered Global Management Accountant (CGMA)

Certified Public Accountant (CPA)

QuickBooks ProAdvisor

PROFESSIONAL MEMBERSHIPS & ACCOMPLISHMENTS

AICPA (American Institute of Certified Public Accountants)

PICPA (Pennsylvania Institute of Certified Public Accountants)

NATP (National Association of Tax Professionals)

COMMUNITY INVOLVEMENT

Elizabethville Area Community Alliance, Former Board Member

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