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Director of Tax Services
2 months ago
Benefits:
401(k) matching
Competitive salary
Dental insurance
Flexible schedule
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Director of Tax Services
Type: Full-time
Experience: High-Level
Functions: Tax Planning, Preparation and Review, Business Development
Location: Honolulu, HI
Compensation: Salary
FLSA Status: Exempt
COMPANY DESCRIPTION
HiAccounting 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. HiAccounting is a division of The Hawaii Group, Hawaii’s leading business process outsourcing firm. We strongly believe in working personally and directly with our clients, connecting through HiGroup’s core principles of integrity, transparency, and dedicated client service.
POSITION SUMMARY
HiAccounting is seeking a Director of Tax Services to join its tax division. The Director of Tax Services is primarily responsible for managing the client service experience and deliverables including income tax returns and research memos. The Director of Tax Services should be self-driven, passionate and client service focused – serving as a role model to junior staff.
ESSENTIAL FUNCTIONS
Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being proactive, responsive, professional, and accurate.
Actively develops new business
Understands client’s business and industry and establishes 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.
Conducts and supervises new client interviews and develops a scope-of-work proposal and engagement letter. Sets 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
Teach tax professionals company policies & procedures for preparing tax workpapers and all types of 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.
Review tax source documents needed to properly support all types of tax returns
Prepare complex tax returns.
Supervises 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 of 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 takes initiative.
Embraces technology and quickly adapts 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.
Protects 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
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. HiAccounting 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. 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:
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 provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position.
Licenses: Have obtained a CPA or EA license enabling them the sign off on tax returns and represent clients before the IRS.
Computer Skills: Advanced knowledge of Adobe Acrobat and MS Office, including Word, Excel, PowerPoint and Outlook. Advanced knowledge of Ultra Tax, Lacerte, Drake, or other professional tax software. Knowledge of QuickBooks, AccPac, Intacct or other accounting/bookkeeping software.
Other Requirements: Perform other duties as required. Must be able to travel as required; overnight or extended stays as needed. Availability to work additional hours or weekends, as projects and tax deadlines demand. Possession of a valid motor vehicle driver’s license. Ready availability in person or electronically to senior executives in case of emergency.
Location: HiAccounting prides itself on being locally staffed. This position requires that the applicant live in Oahu. If you are an applicant currently not living in Oahu, please specify in your cover letter your relocation timing and efforts.
WORKING AT HIACCOUNTING
Encouraging an active, Hawaii lifestyle by supporting our employees’ interests, efforts, and activities, HiGroup is proud to be recognized as one of the Best Places to Work in Hawaii for eight (8) years in a row
Since its inception, the HiGroup team has enjoyed exceptional benefit packages. Alongside traditional options, such as full medical, dental, vision, drug, disability, life insurance, 401K, flexible spending, supplemental benefits, and profit sharing, as well as a generous PTO and holiday leave program, HiGroup also proudly offers its employees even more generous support at work, at home, and in the community. Offering paid time off for employees to volunteer as well as investing in learning and development opportunities company-wide, HiGroup enthusiastically encourages their team members’ desires to be good citizens on and off the job.
We encourage career development by providing a buddy and mentoring system, regular performance evaluations and reimbursements for continuing education for the CPA or other professional certifications. We are family oriented and provide a flexible work schedule with the ability to work remotely.
Daily employer provided lunch under the HiGroup Daily Grinds Program.
Gym/fitness reimbursements.
Cell phone reimbursement (for EE’s that use their phone for work).
Parking or buss pass subsidy.
Regular in-office massage therapy.
Flexible work schedule with the ability to work remotely when needed.
Support of CPA and continuing education.
12 paid holidays (includes your birthday off).
Paid time off for volunteering.
Employee snacks and drinks.
Career advancement.
401K, 4% matching and profit sharing (after eligibility requirements are met).
Health benefits (after eligibility requirements are met).
Life Insurance.
