Responsibilities
- Prepare complex tax returns including corporate, partnership, S-Corp, and not-for-profit returns.
- Review less complex returns prepared by staff to ensure accuracy and compliance with regulations.
- Identify and appropriately resolve most issues that arise during tax return preparation.
- Perform technical research in situations requiring judgment and formulate alternative courses of action, especially in complex situations.
- Analyze IRS notices and draft responses.
- Review IRS notice responses prepared by staff to ensure they address the issues effectively.
- Prepare tax projections and estimates to assist clients in planning their tax obligations.
- Become involved in client tax planning to identify opportunities for tax savings and compliance.
- Serve as a key client contact, developing strong working relationships with client personnel.
- Communicate effectively with clients to obtain necessary information with minimal disruption.
- Demonstrate an understanding of Firm services to offer appropriate services to clients.
- Delegate work and supervise tax staff, ensuring the most efficient and effective use of staff time.
- Promptly review staff’s workpapers to maintain high standards of quality and accuracy.
- Provide timely and constructive feedback and on-the-job training to promote the staff’s professional development.
- Meet with each supervised staff member to provide summary feedback and discuss assignments.
- Assist with formal training programs and serve as a resource for tax associates and senior associates.
- Contribute to the client service team by producing quality work with quick turnaround and attentive service.
- Actively participate in tax department administrative projects and initiatives, taking the lead on some.
- Establish and/or reinforce performance, efficiency, and quality standards for the tax staff.
- Begin to develop industry expertise and demonstrate proficiency in all tax software programs.
- Get involved with billing and collection responsibilities on smaller clients, including fee discussions.
- Manage tax projects, including the preparation of client deliverables, to meet agreed-upon deadlines.
- Anticipate delays or problems and make appropriate adjustments to ensure that client commitments are met.
- Monitor staff time compared to budget and inform the manager promptly of anticipated variances.
- Ensure that all work is performed and documented in accordance with industry and office standards.
- Demonstrate the ability to work seamlessly across lines of services with the Audit and Consulting practices.
Requirements
- Demonstrate a basic understanding of applicable accounting procedures, tax regulations, account reconciliation, calculations, journal entries, and analysis.
- Communicate clearly and effectively, both verbally and in writing, to convey complex information professionally and concisely to clients and team members.
- Demonstrate familiarity with research tools and methods and the ability to use them effectively.
- Take full responsibility for completing assigned work, keeping supervisor informed of issues and status with respect to budget and deadlines.
- Stay updated on industry trends, new regulations, and best practices.
- Maintain high standards of integrity and confidentiality.
- Adhere to industry regulations and firm policies, setting a positive example for the team and earning client trust.
- Understand business operations and financial processes, enabling strategic decision-making and effective tax strategies tailored to each client’s industry.
- Build and maintain strong client relationships and foster a collaborative team environment.
- Demonstrate an ability to adapt quickly and appropriately to rapidly changing circumstances or varying management styles.
- Degree: Bachelor’s or master’s degree in accounting or a related major with a strong accounting concentration.
- Must have earned 150 semester credits and meet all other educational requirements for CPA licensing.
- Hold a current and valid certified public accountant’s license, or be working towards obtaining the license by taking and passing the state CPA exam.
- If licensed, be a member in good standing with the American Institute of Certified Public Accountants (AICPA)
Nice to Have
- Graduate level tax coursework is desirable.
- CPA licensure in the State of Hawaii is highly preferred
Work Arrangement
Hybrid
Additional Information
- Overtime and travel may be required for professional development or client assignments.
- Out-of-state candidates are encouraged to apply! We would consider offering a relocation package for the right individual if hired.
- The salary range for this role is $80,000 to $120,000.
