Tax Senior

Keystone Distinction Group; Honolulu, Northern (HI, KY); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Hybrid work options

Bonus potential

5% 401(k) employer contribution

Job summary

Keystone Distinction Group is seeking a Tax Senior to join our established CPA firm. You will oversee efficient preparation and review of client tax returns, ensuring accuracy and timely delivery while supervising staff and guiding associates.

The role offers hybrid or remote work options, generous benefits including large bonuses and a 5% employer 401(k) contribution, with exposure to SEC and closely held clients across diverse industries and fast track career progression.

Qualifications

• Three+ years in public accounting with growth in tax complexity, scope and research.
• One+ year supervising and directing tax preparers.
• Bachelor's degree in accounting; Master’s in taxation preferred; CPA license preferred.

Responsibilities

• Performs technical tax preparation and review of all tax returns and governmental tax examinations of any complexity.
• Assumes full responsibility for tax returns and delegates to tax preparers as needed.
• Demonstrates thorough knowledge and proficiency in advanced tax skills for advising clients.
• Performs client service tasks and ensures assignments meet budgeted time.
• Delegates and manages tax research projects to achieve accurate results.
• Represents clients before taxing authorities as needed.
• Maintains familiarity with staff qualifications and reviews assignments for appropriateness.
• Supervises tax staff and provides on-the-job training.

Skills

Public accounting experience

Tax knowledge and research

Client service orientation

Education

Bachelor's degree in accounting

Master's degree in taxation (preferred)

CPA license (preferred)

Job description

TAX SENIOR

Well established, highly profitable regional CPA firm seeks a Tax Senior 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 Senior is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. May work hybrid or primarily remote. If remote, candidates must be based somewhere in Hawaii and be in the office a few days weekly during tax busy seasons.

Responsibilities:

• Performs technical tax preparation and review of all tax returns and governmental tax examinations of any complexity.
• Assumes full responsibility for 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 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 three 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 preferred.