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.

Pay Range: $60,000 - $80,000