Business Management Tax Experienced Associate at MGO

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 May, 26

Salary

85000.0

Posted On

17 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bookkeeping, Tax Preparation, Client Service, Tax Compliance, Journal Entries, Accounts Payable, Accounts Receivable, Payroll, Tax Research, Problem Solving, Communication, CPA Examination, Datafaction, Agilink, QuickBooks Online, Prosystems

Industry

Accounting

Description

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 500+ 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 Business Management Tax Experienced Associate performs basic and intermediate accounting functions related to business management and tax specifications. This job class requires knowledge of fundamental accounting and/or tax principals and the ability to perform work, manage progress and meet deadlines. Performs day-to-day full-charge bookkeeping functions for clients under general supervision. Core Responsibilities: · Complete assigned tasks / jobs · Learn the growth process (identify and communicate growth) · Identify and help solve engagement (job) technical issues, anomalies, non-routine items · Collaborate and communicate with client and team members in a professional manner · Work to actively sit and pass CPA examination Essential Functions: · Provides timely, high quality client service that meets or exceeds client expectations. · Ensures professional development through ongoing education and obtaining additional certifications as appropriate. · Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance. · Assists with providing advice on all business and financial matters. Budgets, monitors, and assesses the effective and efficient use of operating, research and reserve funds. · Works with the team to prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals Compiles work papers and other accounting reports. · Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns · Participate in client assignments from beginning to end · Prepares and indexes working papers; performs various procedures to verify accuracy and validity of client’s financial matters · Receives, enters, approves, and, when necessary, investigates client's accounts payable invoices. · Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts. · Handles client mail. · Prepares appropriate schedules and reports as requested by clients and managers/partners. · Deposits accounts receivables into client bank accounts. · Handles client payroll. · Books journal entries · Assists accountants on tax return preparation. · Assist account managers in generating 1099's and W-2's for clients. · Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships · Completes research and special projects as needed. Minimum Qualifications: · Bachelor’s degree with a major in accounting or related field required · 1 – 2 years of related experience in tax, accounting or bookkeeping including accounts payable, accounts receivable, payroll, general ledger or financial reports. · Experience with tax research databases such as BNA and RIA · Proficient in all tax compliance process software including Access, Prosystems and other tax related software. · Experience with Datafaction, Agilink and QuickBooks Online is strongly preferred. · 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 · Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook) Success Factors: · Ability to perform several tasks concurrently with ease and professionalism. · Ability to communicate clearly and concisely, verbally and in writing, in English. · Must be able to keep client matters strictly confidential. · Must have excellent interpersonal skills and customer service skills. 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: $70,000-$85,000

Responsibilities

The associate performs basic and intermediate accounting functions related to business management and tax specifications, including day-to-day full-charge bookkeeping for clients. Core duties involve completing assigned tasks, identifying and resolving technical issues, and collaborating professionally with clients and team members.