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.
Job Details
The Tax Coordinator works closely with the Tax Operations Manager and is responsible for providing administrative support to the Tax team firmwide to ensure client deliverables are met.
Core Responsibilities:
· Provide administrative support to leaders and teams delivering client services
· Complete assigned tasks / jobs
· Identify and help solve engagement (job) technical issues, anomalies, non-routine items
· Collaborate and communicate with client and team members in a professional manner
Essential Functions:
· Receive mail from office mail room and distribute to appropriate firm professional
· Request New Client Setup and coordinate the completion of the client acceptance process, ensuring compliance with established protocols and obtaining necessary approvals.
· Monitor tax return and other client deliverables in tracking system
· Assist in ongoing maintenance/cleanup of firm tracking system
· Assist in obtaining client documents for the service professionals as instructed
· Client Documents– scan and file documents into the appropriate client specific electronic document system(s) via Sureprep/Virtual Cabinet, obtain and deliver copies of previously filed client tax returns, and return original documents to clients
· Assemble and deliver tax returns, estimates and extensions to clients.
· Coordinate and submit all certified mail for the client
· Prepare mailing of copies of returns, estimated tax payment vouchers to clients
· Transmit returns and extensions electronically
· Manage tax return electronic filing system processes, including verifying e-file was accepted and manage e-file rejections and take corrective action on rejected files
· Maintain tracking, due dates and role assignments
· Prepare and deliver engagement letters for clients and confirm that client data and fees agree to the information recorded in the Firm’s practice management system
· Manage the distribution of tax organizers to clients in a timely and organized manner.
· Assist in the billing and collection process pursuant to the Firm’s guidelines and policies as instructed by the client service leader and Finance department
Minimum Qualifications:
· 2 -3 years’ experience in administrative role supporting tax services
· 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)
· Prior experience with CCH applications preferred
Success Factors:
· Career ownership through proactively seeking assignment, research, helping others, seeking feedback and keeping others informed of available hours
· Team player - help where you can, stay engaged with the team through project completion
· Task/deadline oriented - completing projects within expectations i.e. timeframe and budget
· Continually work to increase quality of work through asking questions and being receptive to review notes and feedback
· Ownership of work - follow through to completion and communicate status with seniors/supervisors often
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.
Pay Range: $31.25 - $40.87 / HR
