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:
MGO's SALT Team is looking for a Tax Senior Manager that will be responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues, as well as assisting with Partners and Directors with business development opprtunities. In this role, we are looking for a candidate with heavy S-Corp, Provision (ASC 740), and State and Local Tax experience. In addition, the Tax Senior Manager will be critical member of the office leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Core Responsibilities:
- Leading Managing and Holding People Accountable (LMA)
- Understands and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.)
- Manage the engagement (job) project management, billing, ensures QC (technical) standards
- Takes care of the client (meets deadlines, timely communication)
- Develops engagement team (prepares seniors to the next level)
Key Attributes:
- Indirect tax experience should include not only sales & use tax but also other indirect taxes such as property tax, local business tax, and excise tax.
- Designation (CPA, EA, JD) required. CMI is a plus.
- Consulting focus required.
- Memo writing capability preferred.
- Controversy experience is a plus.
- M&A experience is a plus.
- WNT (Washington National Tax) experience is a plus.
Essential Functions:
- Interacts closely with clients to provide innovative tax planning, consulting, and compliance expertise.
- Plans, executes and monitors multiple client service teams, including budgets and production goals.
- Manages federal, state and local tax audits.
- Provides primary and secondary review of complex tax returns.
- Supervises, trains, develops and coaches staff and senior associates.
- Builds new and existing client relationships and demonstrates basic knowledge of client's businesses.
- Researches and documents tax technical issues.
- Prepares proposals for prospective clientele.
Minimum Qualifications:
- Bachelors degree in Accounting or other relevant field required
- Masters degree in Accounting beneficial, masters degree in taxation preferred
- Eight (8) or more years of prior experience
- Prior supervisory experience required
- CPA certification required
- Possession of other professional degrees or certifications applicable to role beneficial
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, CCH ProSystems, Axcess Tax, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers
- Superior verbal and written communication skills
- Ability to effectively delegate work as needed
- Strong analytical, research and critical thinking skills as well as decision-making skills
- Capacity to work well in a team environment
- Capable of developing and managing a team of tax professionals
- Capable of effectively developing and maintaining client relationships
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
- Has strong familiarity with international tax compliance laws
Success Factors:
- Ability to perform several tasks concurrently with ease and professionali
- Ability to communicate clearly and concisely, verbally and in writing, in English, Mandarin a huge plus.
- Must be able to keep client matters strictly confidential.
- Must have excellent interpersonal skills and customer service skill
