Tax Manager; Honolulu

Position: Tax Manager (Honolulu, HI)

Job Overview

As a Tax Manager, you will serve as a liaison between the partner/principal (Engagement Leader), the client, and the professional staff. Managers play a key role in risk mitigation for the Firm, as well as in staff development and retention. The position requires strong technical, client service, professionalism, marketing, administration skills, entrepreneurial spirit, and ability to develop, train and support junior staff.

Managers must demonstrate substantial expertise in accounting and tax technical areas, and general economic trends affecting the business climate. You will also be expected to work outside of normal business hours if needed to complete client projects. Travel may be required in connection with professional development activities or client assignments.

Specific Responsibilities Client Engagements Client Portfolio Management

• Manage a diverse and complex portfolio of clients, including corporate, partnership, Not-for-Profit, and other returns.
• Ensure client engagements are handled efficiently and effectively, meeting all deadlines and quality standards.

Client Contact and Relationship Building

• Serve as the primary contact for clients, maintaining regular communication throughout the year.
• Develop and nurture strong working relationships with client personnel, understanding their business and industry, and the impact of current market conditions on their tax situation.
• Keep clients informed of ever-changing tax laws and regulations that may affect their business or organization.

Issue Resolution

• Identify and resolve issues that arise during tax return preparation and tax planning.
• Represent clients in interactions with the IRS, including analyzing IRS notices and drafting responses.

Technical Research and Tax Planning

• Perform technical research in complex situations requiring judgment and formulation of alternative courses of action.
• Review research projects prepared by staff or managers.
• Demonstrate expertise in tax planning for clients, developing tax planning suggestions to benefit clients.

Client Communication

• Communicate effectively with clients to obtain necessary information with minimal disruption.
• Demonstrate an understanding of Firm services to offer appropriate services to clients.
• Develop an entrepreneurial approach to client service and cultivate referrals.

Administrative and Technical Billing and Collection

• Responsible for client billing and collection activities, including fee discussions and monitoring staff time.
• Ensure all work is performed and documented in accordance with industry and office standards, and in accordance with engagement letters and/or contracts arranged with clients.

Department Projects and Initiatives

• Actively participate in tax department administrative projects and initiatives, taking the lead on select projects.
• Work with partners and principals to establish standards for the tax staff.

Engagement Management

• 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.
• Maintain constant communication with the engagement leader, keeping them well informed of engagement status and issues.
• Demonstrate the ability to work seamlessly across lines of services with the Audit and Consulting practices.

Technical Proficiency

• Demonstrate proficiency in all tax software programs and serve as a resource for tax questions and issues from both tax and audit staff.
• Develop a broad general knowledge of economic, political, and business conditions.
• Cultivate several areas of deep technical expertise, such as federal, state, and local tax, or specific industry‑related tax issues, to provide specialized knowledge and solutions to clients.
• Liaise with subject matter experts as appropriate, collaborating with tax specialists to ensure comprehensive and accurate client service.

Staff Supervision and Self Development Delegation and Review

• Delegate work and supervise tax staff, ensuring the most efficient and effective use of staff time.
• Promptly review staff’s work papers to maintain high standards of quality and accuracy.

Staff Development

• M…