Tax Associate

Position: Tax Associate

Firm: E.A. Buck

Location: Honolulu, HI

Overview:

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking a Tax Associate to join our E.A. Buck Accounting & Tax Services team, also known as EABATS.

The Tax Associate is responsible for preparing and filing personal and business tax returns, supporting bookkeeping and payroll-related functions, assisting with monthly account reconciliation, and providing timely client service. This role will also support client communication, tax research, General Excise Tax filings, internal system maintenance, and other tax or accounting-related projects as needed.

The ideal candidate is organized, detail-oriented, analytical, and comfortable working directly with clients in a fast-paced, deadline-driven environment. This position is well suited for someone with tax season experience who enjoys tax preparation, client support, accounting processes, and working as part of a collaborative team.

Candidate will be based in Honolulu, HI.

This position is a full-time position, working on-site at our Honolulu office.

What You’ll Do:

• Prepare personal and business tax returns as needed.
• Assemble tax workpapers in a clear, organized, and functional manner with appropriate notations.
• Present completed tax return packages to clients in person or electronically through DocuSign, as needed.
• Service clients by taking calls, scheduling appointments, and assisting walk-in or drop-in clients.
• Generate billing for completed returns.
• Communicate with clients to obtain bank statements, transaction details, and other required documentation.
• Accurately enter financial data into internal EABATS systems.
• Maintain data integrity within CRM systems, internal processes, and databases.
• Generate profit and loss statements to provide clients with a clear view of their finances.
• Generate balance sheets to reflect clients’ financial position, including assets, liabilities, and equity.
• Assign and maintain revenue and expense transaction coding and classifications.
• Process monthly, quarterly, or semi-annual General Excise Tax filings for clients.
• Research special tax and accounting issues as needed.
• Stay current on tax guidance, rules, regulations, and industry changes.
• Provide client support outside of tax season, including assistance with tax notices, refunds, and related matters.
• Remain up to date with continuing education requirements, as applicable.
• Support special projects and other tax or accounting-related duties as assigned.

What We’re Looking For:

• Bachelor’s degree preferred, but not required.
• Minimum of one full tax season of experience required.
• Enrolled Agent, also known as EA, preferred but not required.
• Experience preparing personal and/or business tax returns.
• Strong client service skills and ability to respond to inquiries in a timely and professional manner.
• Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.
• Strong interpersonal communication skills.
• Highly organized and detail-oriented.
• Strong analytical and problem-solving skills.
• Advanced computer skills.
• Self-directed and self-motivated.
• Ability to manage multiple priorities and deadlines, especially during tax season.
• Ability to maintain accuracy while working with sensitive financial and tax information.
• Professional discretion and ability to handle confidential client information appropriately.
• Commitment to timely, accurate, and high-quality client service.

Bonus Points:

• Individual tax preparation.
• Business tax preparation.
• Bookkeeping or monthly account reconciliation.
• Payroll support or payroll-related client service.
• General Excise Tax filings.
• Client communication and document collection.
• CRM, tax software, accounting software, or financial data entry.
• Financial services, accounting, tax services, or professional services environments.

What You’ll Get:

Pay & Perks:

• Base salary range of $50,000 to $60,000 per year, based on experience.
• Competitive benefits package including 100% employer-paid health, dental, and vision insurance.
• Eligibility to enroll in health savings account, flexible savings account, and more.
• Paid vacation, also known as PTO, and paid holidays.
• Join our mission-driven company and partake in 401k with generous matching.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com