Tax Preparer

Thoerner & Toma; Honolulu (HI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k)

Employee discounts

Health insurance

Paid time off

401(k) matching

Bonus based on performance

Dental insurance

Opportunity for advancement

Vision insurance

Job summary

Thoerner & Toma seeks a Tax Preparer with business and accounting focus to join our Honolulu office. This role targets a detail-oriented CPA or EA with 3–5 years of tax experience. You will build client relationships and deliver accurate tax work in a collaborative environment.

The position reports to the Tax Manager/Partner and includes growth opportunities, a strong benefits package, and a focus on quality client service.

Qualifications

• Experience with personal and business returns.
• 3-5 years of tax preparation experience.
• GAAP concepts understanding.
• Proficiency with tax software (Lacerte or similar).
• Strong analytical, organizational, and time-management skills.
• Ability to manage multiple engagements and deadlines during tax season.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and review federal and state tax returns.
• Business returns (Forms 1065, 1120S, 1120).
• Individual returns (Forms 1040).
• Trust and estate returns (Forms 1041).
• Analyze financial statements, ledgers, and records for tax accuracy.
• Reconcile book-to-tax differences and identify planning opportunities.
• Collaborate with accounting and advisory teams year-round.
• Communicate with clients to gather information and explain positions.
• Ensure IRS compliance, deadlines, and firm quality standards.
• Assist with notices, extensions, and amended returns.
• Support tax planning, projections, and advisory work for business clients.

Skills

Tax preparation

Analytical skills

Organizational skills

Time management

Communication skills

Multitasking

Tools

Lacerte

QuickBooks

Job description

Benefits

• 401(k)
• Employee discounts
• Health insurance
• Paid time off
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Opportunity for advancement
• Vision insurance

Job description

Tax Preparer – Business & Accounting Focus

Location: On-site Honolulu

Employment Type: Full-Time

Reports To: Tax Manager/ Partner

Position Summary

We are seeking a Tax Preparer with experience in business and personal returns to join our growing firm. This role is ideal for a detail-oriented professional CPA or EA with 3-5 years of tax preparation experience.

Key Responsibilities

• Prepare and review federal and state tax returns, including:
  • Business returns (Forms 1065, 1120S, 1120)
  • Individual returns (Forms 1040)
  • Trust and estate returns (Forms 1041)
• Analyze financial statements, general ledgers, and accounting records to ensure tax accuracy and compliance
• Reconcile book-to-tax differences and identify tax planning opportunities
• Collaborate with accounting and advisory teams to support clients year-round
• Communicate directly with clients to gather information, clarify issues, and explain tax positions
• Ensure compliance with IRS regulations, deadlines, and firm quality standards
• Assist with notices, extensions, and amended returns as needed
• Support tax planning, projections, and advisory work for business clients

Required Qualifications

• Experience with personal and business returns
• Minimum 3-5 years of tax preparation experience
• Solid understanding of financial statements, bookkeeping, and GAAP concepts
• Proficiency with tax software (Lacerte or similar)
• Strong analytical, organizational, and time-management skills
• Ability to manage multiple engagements and deadlines during tax season
• Excellent written and verbal communication skills

Preferred Qualifications

• CPA, EA, or actively pursuing certification
• Prior experience working with closely held businesses and high-net-worth clients
• Familiarity with QuickBooks and other accounting platforms
• Advisory mindset with interest in long-term client relationships

What We Offer

• Competitive compensation based on experience
• Opportunities for growth and advancement
• Supportive team culture with a focus on quality and professionalism
• Exposure to complex and meaningful client work
• A firm committed to being one of the best places to work