Tax Manager

Type: Full-time

Experience: High-Level

Functions: Tax Planning, Preparation and Review, Business Development

Reports To: Senior Tax Manager

Location: Honolulu, HI

Compensation: Salary

FLSA Status: Exempt

COMPANY DESCRIPTION

Join an award winning CPA firm! Hawaii Accounting ranked No. 2 ‘Best Small Firm to Work For’ in the nation by ACCOUNTING TODAY.

Hawaii Accounting LLC (HiAccounting) is teaming up with our sister company, California Accounting & Tax, Inc. (CaAccounting), to add a tax professional to serve our Hawaii and California customers. HiAccounting and CaAccounting are affiliates of The Hawaii Group, Hawaii’s leading business process outsourcing firm.

Our team of accounting and tax professionals work together on multiple clients in various industries. We strongly believe in working personally and directly with our clients, connecting through our core principles of integrity, transparency, and dedicated client service.

HiAccounting has one location in Honolulu. CaAccounting has locations in Citrus Heights, Folsom, Lafayette and Lakeport.

POSITION SUMMARY

HiAccounting is seeking a Tax Manager to join its tax division. The Tax Manager is primarily responsible for managing the client service experience and deliverables including income tax returns and research memos for both our Hawaii and California offices. The Tax Manager should be self-driven, passionate and client service focused – serving as a role model to junior staff.

The Tax Manager reports to the Senior Manager and will work closely with the Managing Director on various functions – both out of our Hawaii and California offices.

ESSENTIAL FUNCTIONS

Technical

Manages the preparation of all types of tax returns.

Prepare complex tax returns.

Review, sign off on and file tax returns prepared by staff.

Sign tax returns.

Organize and hold client meetings to review tax returns and provide other tax planning and preparation related services.

Review of client’s general excise tax returns and/or other required government reporting if required.

Have an advanced understanding of business entity structure for tax preparation and planning purposes.

Commit to continuing education of new and changing tax laws and policies.

Provide guidance on proposed and enacted tax legislation, keeping abreast of tax law changes in the US and foreign jurisdictions to manage risk and identify potential planning opportunities.

Review tax source documents needed to properly support all types of tax returns.

Prioritizes work and communicates with clients on the status of their projects.

Client Service

Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.

Understands client’s business and industry and establishes a full understanding of client’s service needs.

Serve as the primary liaison with client personnel; ensure client deadlines are being met and manage client expectations regarding deliverables, budgets and timelines.

Develops relationships with client and takes part in client events.

Establish and maintain a positive working relationship with client’s employees, and co-workers to promote a quality service image.

Business Development

Actively develops new business.

Identify tax planning opportunities for clients and promote other company services to clients that would help them in their business.

Practice Management

Able to manage the new client implementation process including preparing a proposal for services, setting a budget and assigning return to team.

Conducts and supervises new client interviews and develops a scope-of-work proposal and engagement letter. Sets engagement budgets.

Ability to manage a large number of clients and client projects.

Deadline driven and completes tasks in a timely manner.

Review time spent on projects and approve final invoice amount for project.

Assist in implementation and monitoring of performance measures that support the company’s strategic direction.

Staff Management

Integral part of ensuring team members are staying on task and work is assigned accordingly. Leads weekly team meetings.

Teach tax professionals company policies & procedures for preparing tax workpapers and all types of tax returns.

Track and record time accurately. Review time recorded by staff to ensure project remains on budget.

Complete performance evaluations for junior team members and be an integral part of their goals and career growth.

Approve time off requests for vacation for junior team members.

Implement education/training programs to foster staff development/growth and appropriate certifications.

Serves as a buddy or mentor to new and junior team members.

Assist with recruiting for new accounting and tax professionals.

Other

Practice integrity and professional judgment.

Self-driven and takes initiative.

Embraces technology and quickly adapts to technological changes.

Protects organization’s values by keeping information confidential.

Actively contribute to the overall positive culture of the company.

Create, update and monitor various management reports.

Attend networking and industry events to expand the brand of HiAccounting, our visibility in the market place and to generate new business.

Participate and lead organization efforts to building a strong community presence with charitable activities.

Other duties as assigned.

Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. HiAccounting shall make reasonable accommodations to enable qualified individuals with disabilities to perform the essential functions.

SKILLS & ABILITIES

The ideal Tax Manager has an advanced knowledge of individual and business tax laws. Has the commitment to continuing education of new and changed tax laws and policies, and possesses the skill set to research when answers are not known. This person will meet most or all of the following requirements:

Education: Bachelor’s degree in accounting or business administration, or equivalent business experience.

Experience: A minimum of four years of progressively responsible experience in public accounting and/or the private sector, including at least one year of supervisory experience, or any combination of education and experience which would provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position.

Licenses: Have obtained a CPA or EA license enabling them the sign off on tax returns and represent clients before the IRS.

Computer Skills: Advanced knowledge of Adobe Acrobat and MS Office, including Word, Excel, PowerPoint and Outlook. Advanced knowledge of Ultra Tax, XCM, Lacerte, Drake, or other professional tax software. Knowledge of QuickBooks, AccPac, Sage Intacct or other accounting/bookkeeping software.

Other Requirements: Perform other duties as required. Must be able to travel as required; overnight or extended stays as needed. Availability to work additional hours or weekends, as projects and tax deadlines demand. Possession of a valid motor vehicle driver’s license. Ready availability in person or electronically to senior executives in case of emergency.

Location: This position is located out of our Honolulu office. This position involves remotely serving clients out of our California office with opportunities to also work with our Hawaii customers. The applicant must be able to work remotely and adjust to California’s time zone accordingly. Also, be available for regular video conferencing and meetings (i.e. Zoom) with clients and other team members. This position requires that the applicant live in Oahu. If you are an applicant currently not living in Oahu, please specify in your cover letter your relocation timing and efforts.

WORKING AT HIACCOUNTING

Encouraging an active, Hawaii lifestyle by supporting our employees’ interests, efforts, and activities, HiGroup is proud to be recognized as one of the Best Places to Work in Hawaii for eleven (11) years in a row!

Since its inception, the HiGroup team has enjoyed exceptional benefit packages. Alongside traditional options, such as full medical, dental, vision, drug, disability, life insurance, 401K, flexible spending, supplemental benefits, and profit sharing, as well as a generous PTO and holiday leave program, HiGroup also proudly offers its employees even more generous support at work, at home, and in the community. Offering paid time off for employees to volunteer as well as investing in learning and development opportunities company-wide, HiGroup enthusiastically encourages their team members’ desires to be good citizens on and off the job.

We encourage career development by providing a buddy and mentoring system, regular performance evaluations and reimbursements for continuing education for the CPA or other professional certifications. We are family oriented and provide a flexible work schedule with the ability to work remotely.

· Daily employer provided lunch under the HiGroup Daily Grinds Program.

· Gym/fitness reimbursements.

· Cell phone reimbursement (for EE’s that use their phone for work).

· Parking or buss pass subsidy.

· Regular in-office massage therapy.

· Flexible work schedule with the ability to work remotely when needed.

· Support of CPA and continuing education.

· 12 paid holidays (includes your birthday off).

· Paid time off for volunteering.

· Employee snacks and drinks.

· Career advancement.

· 401K, 4% matching and profit sharing (after eligibility requirements are met).

· Health benefits (after eligibility requirements are met).

· Life Insurance.