Director of Tax Services

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, Department Management

Location: Honolulu, HI

Compensation: Salary

FLSA Status: Exempt

POSITION SUMMARY

HiAccounting 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 firm's 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 department's 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 company's 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 workpapers 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 organization's 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. 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, 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: 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.

Compensation: $125,000.00 - $175,000.00 per year