Job details

Tax Coordinator

Overview:

We believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.

MGO is a top 50 CPA and advisory firm of 700+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.

Summary:

Performs day-to-day Tax Administrative functions for the entire Tax Department (US/India)

Core Responsibilities:

Assembly of returns and extensions using SafeSend Returns or printing and mailing
Drafts and finalizes engagement letters, which includes editing, formatting, and delivering via RightSignature
Filing final copy returns in Engagement
Distributes XCM due date report
Requesting new client/engagements codes in PP365 CRM
Prepares and delivers certified mail to post office and saves receipt copy in engagement
Releases tax returns/extension via electronic e-filing system and save acceptances/rejections in Engagement
Scanning of client source docs, this includes emailing scanned copies to engagement manager
Completes monthly billing functions – includes worksheet distribution, drafting invoices and delivering to client
Accounts Receivable review and collections
Delivery of client organizers via paper or SafeSend Organizer
Generating CCH DataScan reports of client specific information
People training in house/onboarding
Monitors tax return / projects for XCM tracking system
Assist in ongoing maintenance/cleanup of PP 365 and XCM tracking system
Assists in the development and implementation of Tax department systems and procedures as needed
Assist with vetting and implementing different tax software’s, programs, and applications
General clerical duties including but not limited to filing, photocopying, faxing, and mailing
Demonstrates a high level of professionalism in dealing with confidential and sensitive issues

Nonessential Functions:

Performs other duties as assigned from time to time by Seniors, Managers, Directors, and Partners.

Minimum Qualifications:

Excellent customer service skills (internal and external)
Strong attention to detail
Creative problem solving and research skills
Strong written and verbal communication and interpersonal skills
Able to work effectively both as part of a team and independently
Highly motivated and interested in taking the initiative for personal growth and development
Able to handle multiple priorities, tasks and simultaneous projects
Ability to work overtime as needed
Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Why work for MGO?

At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way.

What's in it for you:

Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next.
Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.
Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients.
Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance.
Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.

MGO Glassdoor Company Review

4.1

MGO DE&I Review

No rating

CEO of MGO

Kevin O’Connell

Approve of CEO

By MGO

The Language of Business Warren Buffet said, “Accounting is the Language of Business.” We like that quote so much we put it in our mission statement: “To empower clients through the Language of Business.” To us, it’s all about measurement. Not ju...

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INDUSTRY

Accounting & Tax

TEAM SIZE

201-500

LOCATION

Hybrid, based in Century City, CA

DATE POSTED

August 4, 2023