Tax Manager - Hilo

Tax Manager Type : Full-time

You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.

Experience : High-Level

Functions : Tax Planning, Preparation and Review, Business Development

Reports To : Director of Tax Services

Location : Hilo, HI

Compensation : Salary

FLSA Status : Exempt

COMPANY DESCRIPTION

HiAccounting is a locally staffed outsourced accounting and tax firm serving small to medium sized businesses. Our team of accounting and tax professionals work together on multiple clients in various industries.

HiAccounting is a division of The Hawaii Group, Hawaii’s leading business process outsourcing firm. We strongly believe in working personally and directly with our clients, connecting through HiGroup’s core principles of integrity, transparency, and dedicated client service.

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.

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 Director of Tax Services of HiAccounting.

ESSENTIAL FUNCTIONS

• Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.
• Actively develops new business.
• 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.
• Conducts and supervises new client interviews and develops a scope-of-work proposal and engagement letter. Sets engagement budgets.
• 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.
• Teach tax professionals company policies & procedures for preparing tax workpapers and all types of tax returns.
• Ability to manage a large number of clients and client projects. Prioritizes work and communicates with clients on the status of their projects.
• Deadline driven and completes tasks in a timely manner.
• Review tax source documents needed to properly support all types of tax returns.
• Prepare complex tax returns.
• Supervises the preparation of all types of tax returns.
• Review, sign off on and file tax returns prepared by staff.
• Organize and hold client meetings to review tax returns and provide other tax planning and preparation related services.
• Track and record time accurately. Review time recorded by staff to ensure project remains on budget.
• Review time spent on projects and approve final invoice amount for project.
• Identify tax planning opportunities for clients and promote other company services to clients that would help them in their business.
• 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.
• Practice integrity and professional judgment.
• Self-driven and takes initiative.
• Embraces technology and quickly adapts to technological changes.
• Provide information to client’s external auditors or advisors, if required.
• Assist in implementation and monitoring of performance measures that support the company’s strategic direction.
• 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.
• Other duties as assigned.

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, Lacerte, Drake, or other professional tax software.

Knowledge of QuickBooks, AccPac, 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.

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 eight (8) 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.

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