Tax Manager - Hilo

Tax Manager

Type: Full-time

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

Hi Accounting is a locally staffed outsourced accounting and tax firm serving small to medium sized businesses. The team of accounting and tax professionals works together on multiple clients in various industries. Hi Accounting is a division of The Hawaii Group, Hawaii’s leading business process outsourcing firm.

Hi Accounting 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 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.
• Actively develop new business.
• Understand client’s business and industry and establish 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.
• Conduct and supervise new client interviews and develop a scope‑of‑work proposal and engagement letter. Set engagement budgets.
• Develop relationships with client and take 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 work papers and all types of tax returns.
• Ability to manage a large number of clients and client projects. Prioritize work and communicate with clients on the status of their projects.
• Deadline driven and complete tasks in a timely manner.
• Review tax source documents needed to properly support all types of tax returns.
• Prepare complex tax returns.
• Supervise 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 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 take initiative.
• Embrace technology and quickly adapt 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.
• Protect 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.

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

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…