Tax Accountant Job Description
Khalsa CPA Services, a growing tax and accounting firm in Kahului, Maui, is looking for a skilled and organized tax accountant to join our team in delivering high-quality client tax and accounting work. Our firm focuses on managing growth through a structured, supportive environment where teamwork, accountability, and professional development are valued.
The ideal candidate will be detail-oriented, reliable, and skilled at managing multiple client files efficiently. This role involves preparing individual tax returns, assisting with bookkeeping and reconciliations, and maintaining clear, professional communication with clients while ensuring accurate documentation within the firm’s workflow systems.
Role and Responsibilities
Coordinate and process incoming client tax and accounting work
Prep initial steps of client tax returns, gathering supporting documents for accurate entry and review
Communicate with clients to clarify missing items or resolve issues
Prepare accounting entries and reconciliations in QuickBooks, ensuring client records are accurate and up to date
Maintain organized worksheets and task tracking for each client
Be attentive and responsive to client needs throughout the year
Support accountants with project tracking and client follow-up
Identify opportunities to improve systems and documentation flow
Qualities Needed
Strong attention to detail and follow-through
Experience with Lacerte, QuickBooks, Karbon, or similar software (bonus)
Clear written and verbal communication skills
Excellent organizational and recordkeeping skills
Ability to track multiple projects and deadlines simultaneously
Comfort learning and adapting to new tools and procedures
Caring, professional manner in all client communications
Strict adherence to confidentiality and accuracy standards
Day-to-Day Duties for Assigned Clients
Primary contact for assigned clients
Coordinate intake, tracking, and delivery of client work
Provide support in dealing with tax notices or agency inquiries
Maintain up-to-date client status and notes in workflow software
Ensure all deadlines are met and follow-ups documented
Participate in system updates or workflow improvements
Qualifications and Education Requirements
Bachelor’s degree in Accounting or related field (or equivalent experience)
2–5 years of experience in tax or accounting office work
Experience with client coordination or project management in a tax or accounting office
PTIN, EA, or CPA certification a plus — eligible for additional compensation and higher-level assignments
Preferred Experience and Skills
Experience with tax return processing, assembly, and delivery
Familiarity with accounting/tax workflows
Comfort with digital systems and secure file handling
Strong sense of ownership and accountability
Schedule: Full-time during tax season (January–April, August–October), with the option of flexible or reduced hours outside peak periods.
Compensation: $25–35/hr DOE
Benefits:
Flexible work schedule option in summer
Paid time off
Health insurance
Continuing education opportunities
Profit sharing
To Apply:
Please submit your resume, and share the reasons for your interest in this position including what about this position is attractive you.
We look forward to hearing from you and appreciate your interest in joining Khalsa CPA Services.
