Tax Manager

R.L. Barclay & Associates; Honolulu (HI); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Large bonuses

5% 401K match

Hybrid work

Job summary

R.L. Barclay & Associates, a well-established regional CPA firm in Hawaii, seeks a Tax Manager to lead tax return preparation, review complex filings, and guide a team of preparers.

The role offers strong benefits, including potential bonuses and a 5% employer contribution to the 401K, with a hybrid schedule that may include days working from a home base in Hawaii. You will supervise larger tax returns, mentor staff, and work with clients across SEC and closely held entities across diverse

Qualifications

• Five to seven years in public accounting with tax experience.
• Experience supervising and directing tax preparers.

Responsibilities

• Performs technical tax review and approval of returns and examinations.
• Manages larger tax returns and delegates work to preparers.
• Advises clients with advanced technical skills on tax matters.
• Ensures timeliness and budget adherence of assignments.
• Delegates tax research projects and manages examinations.
• Oversees staff development and training.

Education

Bachelor’s degree in accounting

Master’s degree in taxation

CPA license

Job description

Tax Manager

Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. The Manager makes decisions on all but the most unusual tax situations. May work hybrid including a few days weekly from a home based in Hawaii.

Responsibilities:

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
• Performs all task related to client service and sees that assignments are accomplished within budgeted time.
• Delegates and manages tax research projects to achieve an accurate and efficient product.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintains familiarity with qualifications of all tax staff members and reviews staff assignments for appropriateness.
• Supervises tax staff and provides on-the-job training.

Supervisory Responsibilities:

• Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
• Participates in reviews and evaluations of the Tax Department.

Qualifications:

• At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Prefer experience with C + S corps, partnerships, and high net worth individual tax.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, Master’s degree in taxation preferred.
• A current and valid certified public accountant’s license is required.