Tax Senior; Hawaii

Tax Senior

Type: Full-time

Experience: Mid-level

Functions: Tax Planning, Tax Preparation and Review

Reports To: Director of Tax Services

Location: Honolulu, HI

Compensation: Salary

FLSA Status: Exempt

Hi Accounting is seeking a Tax Senior to join its tax division. The Tax Senior is primarily responsible for managing the client service experience and deliverables including income tax returns and research memos. The Tax Senior should be self‑driven, passionate and client service focused – serving as a role model to junior staff.

The Tax Senior reports to the Senior Tax Manager of Hi Accounting.

• Deliver best‑in‑class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.
• Understands assigned client’s business and industry and works closely with management to have a full understanding of client’s service needs.
• Ability to have new client interviews and develop a scope‑of‑work proposal and engagement letter. Able to work with management to set 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.
• Communicate with client personnel to request information necessary for the preparation of tax returns, to update clients on the status of their project and for general customer service reasons.
• Teach entry level accountants company policies & procedures for preparing tax work papers and 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.
• Prepare/review tax source documents needed to properly support all types of tax returns.
• Prepares/supervises the preparation of all types of simple to moderately complex tax returns.
• Review, sign off on and file simple to moderately complex tax returns prepared by staff.
• Track and record time accurately. Review time recorded by staff to ensure project remains on budget.
• Review time spent on projects and propose final invoice amount for project.
• Prepare tax liability projections for clients.
• Identify tax planning opportunities for clients and promote other company services to clients that would help them in their business.
• Commit to continuing education of new and changing tax laws and policies and demonstrate the skills to ask questions and research when answers are not known.
• Understands general business including business law, formation and entity types.
• Practice integrity and professional judgment, including asking questions when needed.
• Self‑driven and takes initiative to research questions.
• Embraces technology and quickly adapts to technological changes.
• Protects Organization’s values by keeping information confidential.
• Actively contributes to the overall positive culture of the company.
• Embraces team‑based approach to client services.
• Encourages collaboration, open communication and problem solving in a team.
• Participates, engages and teaches training. Seeks and offers mentoring and coaching opportunities.
• Ensures work is performed in compliance with the company’s established policies and procedures.
• 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.
• Update and monitor various management reports.
• Other duties as assigned.

The ideal Tax Senior has a mid‑level 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:

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

A minimum of two years of progressively responsible…