Tax Partner, or Director, Trust and Estate

Job ID 2022-2897
Job Locations
Job Category
Job Type
Regular Full-Time


MGO is looking for an experienced, technically solid, Tax Partner (or Director) with Trust & Estate tax experience to join our growing team! Under minimal supervision, this Tax Partner (Director) directs all operational functions of assigned departments or teams.  Employees in this job class plan and execute business strategies for services and business development; coordinate and integrate activities with peers and/or other departments; and assume responsibility for profit and loss results. A Director has similar responsibilities as a Partner, but without ownership. This job class requires knowledge of advanced accounting principles and industry expertise and the ability to lead a variety of business and operational functions, maintain positive client and employee relations and produce high-quality results for the firm.


Core Responsibilities:

  • Leading Managing and Holding People Accountable (LMA)
  • Support Growth Strategies (Tax/Industry)
  • Meet the engagement (job) financial goals / metrics / QC (technical) standards
  • Takes care of the client
  • Develops successors (managers)

Essential Functions:

  • Exhibit superior technical competence, managerial abilities, and the ability to attract and develop new clients.
  • Provide firm leadership through example.
  • Be ultimately responsible for all engagements performed under them.
  • Perform assigned administrative duties.
  • Be an asset to the firm through civic and community activities.
  • Develop employees in both technical and management areas.


Minimum Qualifications:

  • Bachelor’s degree (B.A./B.S.) in related field or equivalent; Master’s degree strongly preferred.
  • CPA license in good standing.
  • Minimum of ten years’ experience in public accounting.
  • Minimum of seven years’ experience in tax (five of which should be in a management position).
  • Demonstrated success in leading and motivating subordinates.
  • Full competence in subordinates’ duties and tasks.
  • Outstanding organizational, problem-solving, and analytical skills.
  • Ability to manage priorities and workflow and reassign as necessary.
  • Demonstrated ability to plan and organize projects, especially long-term.
  • Proven leadership and business acumen skills.
  • Proven ability to handle multiple projects and meet deadlines.
  • Outstanding interpersonal skills.
  • Good judgment with the ability to make timely and sound decisions.


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


Company Description:

Founded in 1987, MGO (Macias Gini & O’Connell LLP) is one of the fastest growing professional services firms in the country with a staff of over 300 in offices in Los Angeles, Sacramento, Walnut Creek, Century City, Newport Beach, Beverly Hills, Woodland Hills, San Diego, San Francisco, San Jose, San Rafael, Chicago, New York City, Miami and New Delhi. The firm offers a diverse array of assurance, tax, consulting, staffing, outsourcing and advisory services to clients that range from aerospace and engineering firms, to hospitals and nonprofit foundations – from the largest government entities in the country, to the biggest celebrities in Hollywood.


In addition to advancement opportunities, we offer benefit packages that may include: Medical, Dental, Vision, Life, Short and Long Term Disability, Flexible Spending Accounts, Parking/Transit Accounts, Paid Time Off, Paid Holidays, and 401(k) with a company match. To find out more about MGO, visit our website at







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