HNW Tax Senior Manager/Director

Job ID 2024-3588
Job Locations
US-CA-Los Angeles
Job Category
Tax
Job Type
Regular Full-Time

Overview

MGO is a top 50 CPA and advisory firm of 600+ 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:


MGO is growing and we need an experienced, motivated, and dedicated High Net Worth Tax Senior Manager/Director to join our growing HWW practice located in Century City, California. 

 

You will work closely with the business unit partner who will transition clients to you. You will directly oversee and manage multiple engagements simultaneously; mentor and develop staff; identify new business development opportunities and maintain positive client and employee relations while producing high-quality results for the firm.

 

Essential Functions:

  • Efficiently review engagement work papers and returns for HNW clients (Estate, S-Corp, Gift, Trust, and Partnership returns)
  • Exhibit superior technical competence, managerial abilities, and the ability to attract and develop new clients.
  • Be responsible, oversee and supervise multiple engagements in progress simultaneously in addition to other duties including some assigned staff administrative duties.
  • Develop employees in both technical and management areas in addition, provide effective feedback to partners and senior management/supervisory.
  • Demonstrate an expertise in responding to tax authority notices and client representation, researching complex tax matters to clearly communicate findings and act as main point of contact for clients. 

Minimum Qualifications:

  • Bachelor’s degree (B.A./B.S.) in related field or equivalent; Master’s degree strongly preferred.
  • Licensed CPA required or J.D., LL.M, or EA required. 
  • Minimum of ten years’ experience in public accounting, five of which should be in a management position.
  • HNW tax expertise, including individual, Estate, Gift, Trust, and pass through entity experience.
  • Demonstrated success in leading and motivating subordinates and ability to plan and organize projects, especially long-term.
  • Outstanding organizational, problem-solving, and analytical skills.
  • Ability to consult directly with clients regarding their personal, investment, and business issues.
  • Ability to manage priorities and workflow and reassign as necessary.
  • Proven leadership and business acumen skills.
  • Ability to win the trust of your clients.
  • Proven ability to handle multiple projects and meet deadlines.
  • Outstanding interpersonal skills.
  • Good judgment with the ability to make timely and sound decisions.
  • Must be located in the Los Angeles area so that you can interface live with partners, peers, and staff, as well as clients.

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: $180K-$225K

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