Position Summary:


The Tax Manager will lead complex tax engagements, oversee staff and supervisors, and ensure the delivery of timely, accurate tax services. This role involves conducting in-depth tax research, managing client relationships, guiding tax projections and planning, and staying current with emerging tax legislation. You will also assist with budgeting and proposal preparation, working closely with partners and other senior team members.

Job Details:

Work from home

Monday to Friday | 10 AM to 7 PM (Hawaii Standard Time) | Tuesday to Saturday 4 AM to 1 PM (Manila)

Following Hawaii Holidays

Responsibilities:

  • Supervise and review the preparation of various tax filings and financial statements.
  • Conduct research on complex tax return issues, document findings, and apply insights to client engagements.
  • Manage engagement workflows to ensure prompt, high-quality client service and adherence to firm procedures.
  • Maintain regular client contact, addressing tax-related questions and providing clear, reliable guidance.
  • Lead tax projections, planning initiatives, and research projects to identify opportunities and optimize client outcomes.
  • Serve as the primary resource for staff inquiries related to tax, bookkeeping, accounting, and payroll tasks.
  • Monitor and analyze the impact of new tax legislation and regulations, updating internal processes as needed.
  • Oversee IRS and state tax correspondence, ensuring proper handling of examinations and timely resolutions.
  • Assist partners with engagement budgeting, proposal preparation, and the development of new service opportunities.

Qualifications:

  • Minimum of ten years of public accounting experience with a strong focus on U.S. income tax preparation.
  • Bachelor’s degree in accounting or a related field.
  • Proficiency in QuickBooks, Microsoft Office Suite, and Adobe Acrobat.
  • Experience with UltraTax CS
  • Exceptional communication, analytical, and technical skills.
  • Demonstrated leadership ability and proven track record in guiding and mentoring teams.
  • Strong commitment to delivering exceptional and timely client service.

Nice to have:

  • Experience in at least two of the following industries: nonprofit, retail, restaurant, real estate, construction, or professional services.
  • Experience with Fixed Asset CS & Practice CS
  • Proficiency in a foreign language
  • Familiarity with Hawaii tax rules and regulations