Tax Manager - Credits & Incentives

TAX MANAGER - CREDITS & INCENTIVES

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 60 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.

Job Details
MGO is growing, and we are looking for motivated, hardworking and dynamic Tax Manager with a strong passion for public accounting and tax services to join the Tax Credits & Incentives team. A career in our public Tax sector will provide you with opportunities to utilize your technical skills to identify, qualify and quantify tax credits for clients in many different industries.

This Tax Manager will perform advanced level analytical function related to tax specifications and perform as a lead by assigning work and providing guidance to lower-level associates in the research and development tax credit area along with other tax credits. In this role the Tax Manager will be responsible for discussing and advising clients on the tax implications of the research and development tax credit, evaluating and assisting clients to claim these credits while acting as the primary client contact for these complex tax issues. The Tax Manager is charged with applying knowledge related to the research and development tax credit while reviewing and evaluating potential tax issue along with recognizing and communicating potential risks and potential changes in the tax policy.

Summary:

We are seeking an experienced Tax Manager to join our rapidly growing firm. This role will be based near one of our CA-based offices and will focus on providing research and development tax credit services to our qualifying clients. In this role, you will be responsible for advising clients on the tax implications of these credits, interviewing client personnel to determine the qualifying activities, researching the related tax law surrounding these credits and acting as the primary client contact for these complex tax credit issues. The Tax Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy.

Core Responsibilities & Essential Functions:

• Leading Managing and Holding People Accountable (LMA)
• Understand and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.)
• Manage the engagement (job) project management, billing, ensures QC (technical) standards
• Take care of the client (meet deadlines, timely communication)
• Develop engagement team (prepares seniors to the next level)
• Efficiently review engagement work papers and tax returns for Partnerships and high net worth individuals
• Effective at supervising and training staff to complete the research credits
• Possess a solid command of pertinent IRC sections and regulations
• Develop an expertise in responding to tax authority notices and client representation
• Oversee and supervise multiple engagements in progress simultaneously
• Manage client accounts including billing, fee analysis and new service development
• Provide effective feedback to mentors and supervisors, senior and staff accountants
• Research complex tax matters related to the research creditand clearly communicate findings and recommendations
• Meet challenging client requirements and provide exceptional service
• Consistently display excellent written, verbal, and listening communication skills
• Identify new business development opportunities and assist in growing existing client services

Working Conditions:

• Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business
• Overnight travel is required approximately 10% of time.

Minimum Qualifications:

• Bachelor’s degree in accounting or related field required; Master of Tax preferred
• Minimum 4 years of experience in a public accounting firm or related experience
• CPA license required, MBA, JD, LLM possible to be in lieu of CPA
• Previous experience supervising and training staff and Seniors preferred
• Excellent written and verbal communication and interpersonal skills
• Strong organizational techniques are required
• Must be highly motivated and experienced in managing multiple client engagements
• Must begin to attain visibility and recognition within their industry specialization
• 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.

LOCATION:  IRVINE, CA (hybrid)

Salary:   $120,000 - $150,000