Crete Professionals Alliance · 3 months ago
Tax In-Charge / Experienced Tax Senior (Honolulu, HI)
Honolulu, HI
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $95K/yrCrete Professionals Alliance is a CPA network firm located in beautiful Honolulu, HI that builds trusted partnerships through thoughtful advice. As a Tax In-Charge, you will handle complex tax-related tasks, prepare and review tax returns, supervise team members, and engage with clients to provide exceptional service.
Accounting
Responsibilities
Prepare complex tax returns including corporate, partnership, S-Corp, and not-for-profit returns
Review less complex returns prepared by staff to ensure accuracy and compliance with regulations
Identify and appropriately resolve most issues that arise during tax return preparation
Perform technical research in situations requiring judgment and formulate alternative courses of action, especially in complex situations
Analyze IRS notices and draft responses
Review IRS notice responses prepared by staff to ensure they address the issues effectively
Prepare tax projections and estimates to assist clients in planning their tax obligations
Become involved in client tax planning to identify opportunities for tax savings and compliance
Serve as a key client contact, developing strong working relationships with client personnel
Communicate effectively with clients to obtain necessary information with minimal disruption
Demonstrate an understanding of Firm services to offer appropriate services to clients
Delegate work and supervise tax staff, ensuring the most efficient and effective use of staff time
Promptly review staff’s workpapers to maintain high standards of quality and accuracy
Provide timely and constructive feedback and on-the-job training to promote the staff’s professional development
Meet with each supervised staff member to provide summary feedback and discuss assignments
Assist with formal training programs and serve as a resource for tax associates and senior associates
Contribute to the client service team by producing quality work with quick turnaround and attentive service
Actively participate in tax department administrative projects and initiatives, taking the lead on some
Establish and/or reinforce performance, efficiency, and quality standards for the tax staff
Begin to develop industry expertise and demonstrate proficiency in all tax software programs
Get involved with billing and collection responsibilities on smaller clients, including fee discussions
Manage tax projects, including the preparation of client deliverables, to meet agreed-upon deadlines
Anticipate delays or problems and make appropriate adjustments to ensure that client commitments are met
Monitor staff time compared to budget and inform the manager promptly of anticipated variances
Ensure that all work is performed and documented in accordance with industry and office standards
Demonstrate the ability to work seamlessly across lines of services with the Audit and Consulting practices
Qualification
Required
Demonstrate a basic understanding of applicable accounting procedures, tax regulations, account reconciliation, calculations, journal entries, and analysis
Communicate clearly and effectively, both verbally and in writing, to convey complex information professionally and concisely to clients and team members
Demonstrate familiarity with research tools and methods and the ability to use them effectively
Think creatively, even in ambiguous situations
Apply performance, efficiency and quality standards within the tax department appropriately to assignments
Take full responsibility for completing assigned work, keeping supervisor informed of issues and status with respect to budget and deadlines
Stay updated on industry trends, new regulations, and best practices
Maintain high standards of integrity and confidentiality. Adhere to industry regulations and firm policies, setting a positive example for the team and earning client trust
Understand business operations and financial processes, enabling strategic decision-making and effective tax strategies tailored to each client's industry
Build and maintain strong client relationships and foster a collaborative team environment. Navigate different personalities and work styles for a cohesive team dynamic
Demonstrate an ability to adapt quickly and appropriately to rapidly changing circumstances or varying management styles
Bachelor's or Master's degree in accounting or a related major with a strong accounting concentration. Graduate level tax coursework is desirable
Must have earned 150 semester credits and meet all other educational requirements for CPA licensing
Hold a current and valid certified public accountant's license, or be working towards obtaining the license by taking and passing the state CPA exam. CPA licensure in the State of Hawaii is highly preferred
If licensed, be a member in good standing with the American Institute of Certified Public Accountants (AICPA)
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Flexible work arrangements
Unlimited time off
Life coaching
Fitness and wellness classes
Subsidies for cell phones and meals
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
Founded in 2023
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
2026-01-16
Morningstar.com
2025-12-16
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