Honolulu Tax Associate - Client Returns & Bookkeeping

E.A. Buck Financial Services; Honolulu (HI); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance (employer-paid)

Dental insurance (employer-paid)

Vision insurance (employer-paid)

Paid vacation and holidays

Job summary

E.A. Buck Financial Services is seeking a Tax Associate to join our EABATS team in Honolulu.

You will prepare personal and business tax returns, support bookkeeping and payroll activities, and assist with monthly reconciliations and client service in a fast-paced, deadline-driven environment. Based in Honolulu, this full-time on-site position offers competitive compensation and benefits, with opportunities for ongoing professional development and tax research within a collaborative accounting

Qualifications

• Bachelor’s degree preferred, but not required.
• Minimum of one full tax season of experience.
• Experience preparing personal and/or business tax returns.
• Strong client service skills and ability to respond to inquiries in a timely and professional manner.
• Background checks including fingerprinting and reference checks may be required.
• Strong interpersonal communication skills.
• Highly organized and detail-oriented.
• Strong analytical and problem-solving skills.
• Self-directed and self-motivated.
• Ability to manage multiple priorities and deadlines, especially during tax season.

Responsibilities

• Prepare personal and business tax returns as needed.
• Assemble tax workpapers in a clear, organized, and functional manner with appropriate notations.
• Present completed tax return packages to clients in person or electronically through DocuSign, as needed.
• Service clients by taking calls, scheduling appointments, and assisting walk-in or drop-in clients.
• Generate billing for completed returns.
• Communicate with clients to obtain bank statements, transaction details, and other required documentation.
• Accurately enter financial data into internal EABATS systems.
• Maintain data integrity within CRM systems, internal processes, and databases.
• Generate profit and loss statements to provide clients with a clear view of their finances.
• Generate balance sheets to reflect clients’ financial position, including assets, liabilities, and equity.
• Assign and maintain revenue and expense transaction coding and classifications.
• Process monthly, quarterly, or semi-annual General Excise Tax filings for clients.
• Research special tax and accounting issues as needed.
• Stay current on tax guidance, rules, regulations, and industry changes.
• Provide client support outside of tax season, including assistance with tax notices, refunds, and related matters.
• Remain up to date with continuing education requirements, as applicable.
• Support special projects and other tax or accounting-related duties as assigned.

Skills

Client service

Attention to detail

Organized

Analytical thinking

Self-motivated

Education

Bachelor’s degree preferred

Tools

DocuSign

Tax software

CRM systems

Job description

E.A. Buck Financial Services is seeking a Tax Associate to join our EABATS team in Honolulu.

You will prepare personal and business tax returns, support bookkeeping and payroll activities, and assist with monthly reconciliations and client service in a fast-paced, deadline-driven environment. Based in Honolulu, this full-time on-site position offers competitive compensation and benefits, with opportunities for ongoing professional development and tax research within a collaborative accounting