Tax Preparer
Role description
From the employerBenefits
- 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