Director of Tax Services

Functions : Tax Planning, Preparation and Review, Business Development, Department Management

FLSA Status : Exempt

COMPANY DESCRIPTION

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

POSITION SUMMARY

Hi Accounting is seeking a Director of Tax Services to lead its tax division. The Director of Tax Services is primarily responsible for overseeing the operations of the tax department, managing the client service experience and deliverables for the firms complex clientele and overseeing business development for the tax team. The Director of Tax Services should be self-driven, passionate and client service focused serving as a leader, mentor and role model to the team.

ESSENTIAL FUNCTIONS

Operational Management / Leadership

• Oversees the daily operations of the tax department as well as long term strategic planning for growth.
• High-level management of the overall departments client list for all tax signers, team structure, capacity and hiring needs.
• High-level management of the tax department to ensure client and agency deadlines are being met and assist team with managing client expectations.
• Actively develops new business and oversees / develops staff in prospecting efforts.
• Oversee performance metrics that support the companys strategic direction objectives.
• Manages the performance evaluation process and leads staff development.
• Monitors and approves staff time entries and PTO requests, and resolves staff issues.
• Monitors project profitability at the department level and implements appropriate adjustments.
• Leads internal education initiatives to keep the team informed of new and changing tax laws and policies, develop team competencies and coordinates trainings on company procedures for preparing tax work papers and tax returns.
• Develop, update and monitor key management reports.
• Leads implementation of process improvements, including technological changes.

Technical / Client Focused

• Review, sign off on and file tax returns prepared by staff, including complex tax returns, for all entity types (Individual, S Corporation, C Corporation, Partnership, Trust / Estate, Non-Profit), with an focus on pass-through entities and individual taxation.
• Serves as a tax expert to clients, leading client meetings to review tax returns, provide tax planning and strategy services and promote other company services to clients that would help them in their business.
• Understanding of Hawaii General Excise Tax to review and provide consultation on clients GET filings, as needed.
• Develops relationships with clients and takes part in client events.
• Serves as a technical resource to the tax team providing partner-level reviews, guidance on complex transactions and support with technical matters.
• Have an advanced understanding of business entity structure for tax preparation and planning purposes.
• Conducts and oversees staff in new client interviews, develops scope-of-work proposals and engagement letters and sets engagement budgets.

Other

• Ability to manage a dual role, overseeing the daily operations of the department and team, as well as client management.
• Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.
• Practice integrity and professional judgment.
• Protects organizations values by keeping information confidential.
• Leadership role in strengthening the overall positive culture of the company.
• Other duties as assigned

Reasonable Accommodations Statement :
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.

SKILLS & ABILITIES

The ideal Director of Tax Services has an advanced knowledge of individual and business tax laws, with a focus on pass-through taxation, and experience with most entity types. The candidate is committed to continuing education of new and changed tax laws and policies, and possesses strong research skills to find solutions when answers are not readily available. The candidate possesses strong leadership skills to support team growth, and is adaptable in managing within a dynamic environment.

This person will meet most or all of the following requirements :

Education : Bachelors 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…