A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
CPA / Enrolled Agent (EA) - Tax Professional Comprehensive Financial Strategies Honolulu, HI Job Details Part-time | Full-time | Contract $60,000 - $150,000 a year 7 hours ago Benefits Profit sharing Health insurance Dental insurance 401(k) Pension plan Work from home Vision insurance Flexible schedule Paid sick time Qualifications Confidential information handling CPA Public accounting Attention to detail State tax return preparation Enrolled Agent Full Job Description CPA / Enrolled Agent (EA)
Company:
Comprehensive Financial Strategies Location:
Honolulu, HI Employment Type:
Full-Time About the Company Comprehensive Financial Strategies is a professional financial advisory firm serving individuals, families, and business owners with comprehensive planning and client-focused financial strategies. We emphasize long-term relationships, education, and high standards of integrity and service. Position Summary We are seeking an experienced CPA or Enrolled Agent (EA) to join our team and provide tax preparation for individuals and business clients. This role is ideal for a detail-oriented tax professional who can work independently and collaborate with financial advisors on tax-related planning opportunities. The ideal candidate has hands-on experience preparing federal and state tax returns and is comfortable working with a range of individual and small-business tax situations. Key Responsibilities Prepare and review federal and state individual income tax returns Prepare and review business tax returns, including partnerships, S corporations, and corporations Provide year-round tax planning and identify tax-saving opportunities Review prior-year returns and client tax documents for accuracy and planning opportunities Assist with IRS and state tax notices, correspondence, and resolution matters Coordinate with financial advisors on tax-sensitive financial planning strategies Maintain accurate client records and protect confidential financial and tax information Stay current on federal and Hawaii tax law changes and filing requirements Required Qualifications (Must Have) Active CPA license or active Enrolled Agent (EA) credential Professional tax preparation experience Strong knowledge of federal individual income taxation Experience preparing federal and state income tax returns Strong attention to detail, accuracy, organization, and deadline management Ability to work independently and exercise sound professional judgment Ability to maintain strict confidentiality of sensitive client information Background check required Preferred Qualifications (Nice to Have) Experience preparing partnership, S corporation, and corporate tax returns Experience with tax planning for business owners and high-income individuals Experience with multi-state returns Familiarity with Hawaii individual and business tax filings Experience responding to IRS or state tax notices Experience working in a CPA firm, tax practice, financial planning firm, or wealth management environment Familiarity with professional tax preparation software and CRM/client database systems What We Offer Professional office environment Opportunity to work closely with financial advisors and clients on integrated tax and financial planning Stable, full-time position with growth potential Benefits include 401(k), Profit Sharing Plan, Pension Plan, Medical, Dental, Vision benefits, vacation and sick pay Probationary Period This role includes a 3-6 month probationary period, during which technical performance, accuracy, reliability, client service, and overall fit will be evaluated.
Pay:
$60,000.00 - $150,000.00 per year
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Paid sick time Profit sharing Vision insurance Work from home
