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Job ID 2022-2839
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups. By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details –Tax Director / Senior Manager (Generalist) MGO is growing and we need an experienced, motivated and dedicated generalist Tax Director / Senior Managerwith a strong background on all types of returns and years’ experience in public accounting to join the team. A career in our public Tax sector will provide you with the opportunities to develop advanced technical tax research, prep and review skills in a variety of industries.   This Tax Director / Senior Manager role will be partnering along-side staff and firm leaders to direct all operational functions of their assigned department teams.   Some additional responsibilities and requirements for the Tax Director: As the Director you will execute business line specific strategies for business development initiatives; must be able to sell and find new business. Also responsible for directly overseeing and managing multiple engagements simultaneously, the Director will be on the front lines assisting with developing staff and identifying new business development opportunities along the way. 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.   This role will require travel, some overnight.   Essential Functions: - Efficiently review engagement work papers and returns for client base - Exhibit superior technical competence, managerial abilities, and the ability to attract and develop new clients. - Provide firm leadership through example. - Be responsible, oversee and supervise multiple engagements in progress simultaneously in addition to other duties including some assigned staff administrative duties. - Identify new business development opportunities and assist in growing existing client services via BD initiatives set forth by yourself. - 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. - Industry experience in corporate or overall general tax  - 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 manage priorities and workflow and reassign as necessary. - 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.   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.     2839  
Job Locations
US-NY-Bellmore
Category
Tax
Job ID 2022-2821
MGO's Walnut Creek office is looking for a professional, organized and team-oriented Office Manager to join the team! This Office Manager position performs day-to-day Office Manager functions, along with directly supporting office staff, partners and executives of our Assurance, Advisory, Client Accounting Services and Tax service lines. This Office Manager would be supervising a one or more person team of administrative professionals. This position will be primarily positioned in the Walnut Creek office, with possible weekly visits to the San Francisco office as needed.   Core Responsibilities: - Leading Managing and Holding People Accountable (LMA) - Office data (records) management - Implements office process and workflow improvement programs - Office user support services - Travel/logistics services    Essential Functions: - Supervise local administrative team - Process travel requests, including booking and revising flight reservations, hotel reservations and car rentals - Coordinate and help with budget planning and operate within the approved budget - Execute project plans including objectives, priorities, team, timelines and deliverables - Prepare reports and proposals, which includes drafting, editing, formatting, desktop publishing, and coordination with office management team for production - Participate in national and regional projects and supervise small teams within a department - Coordinates calendars and schedules appointments, ensuring all parties are informed of and kept abreast of schedule awareness - Coordinate meetings, including but not limited to, preparing and distributing agendas and other meeting materials, reserving and preparing facilities, and recording and transcribing meeting minutes - Compose, type, and distributes professional correspondence and memoranda, E-mails and faxes, using individual initiative and as assigned - Order and maintain supplies; coordinates equipment maintenance - Assist in development and implementation of department systems and procedures as needed - Perform general clerical duties including but not limited to filing, photocopying, faxing, mailing, and printing and binding reports - Distribute daily internal/external mail and overnight packages; sends and distributes faxes - Input and updates data in customer relationship management system - Coordinate office and client events and trainings (virtual and in-person) - Maintain office cleanliness - Communicate office information via email and intranet posts   Minimum Qualifications:  - Associate's degree (AA) or equivalent, five years of related experience, 2 years of management experience or equivalent combination of education and experience. - Excellent verbal and written communication skills. - Advanced skill set with Microsoft Office (Outlook, Word, Excel, PowerPoint, etc.) and Microsoft Dynamics or similar certified records management system - Experience with InDesign or similar desktop publishing application - Experience with Adobe Acrobat systems. - Commitment to excellence and high standards (i.e., acute attention to detail). - Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow. - Ability to deal effectively with a diversity of individuals at all organizational levels. - Good judgment with the ability to make timely and sound decisions. - Ability to prioritize competing requests and effectively communicate and resolve conflicts - Demonstrates a high level of professionalism in dealing with confidential and sensitive issues - Ability to work independently and as a member of various teams and committees. - Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. - Stronger leadership skills and ability to train incoming admin team members - Demonstrated ability to plan and organize projects. - Prior experience in a professional environment preferred. - CPA firm experience highly preferred but not mandatory.    Success Factors: - Ability to perform several tasks concurrently with ease and professionalism. - Ability to communicate clearly and concisely, verbally and in writing, in English in a highly professional manner  - Must be able to keep client matters strictly confidential. - Must have excellent interpersonal skills and customer service skills. - Ability to adapt to change within a fast paced environment with ease and professionalism a major plus - Ability to work within diverse teams a huge plus - Must be able to delegate tasks concurrently and professionally  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, 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. MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting. And the firm was awarded the ‘Best of Accounting’ designation in Client Satisfaction by the independent research firm, Inavero.    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 www.mgocpa.com.
Job Locations
US-Walnut Creek
Category
Administrative
Job ID 2022-2819
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO's Century City office is looking for a professional and organized  Assistant Account Manager to join the Business Management team! This is an onsite role; the candidate will perform day-to-day full-charge bookkeeping functions for clients along with completing any assigned work given by Account Managers/Supervisors. This role will have the opportunity to gain client facing experience and hands-on experience.   - Performs the daily, weekly, monthly and yearly bookkeeping activities of the assigned “basic” client. - Identify and help solve engagement (job) technical issues, anomalies, non-routine items. - Conducts self in a professional manner related to all client communications and interactions. - Conducts self in a professional manner related to all engagement team communications and interactions. Essential Functions - Receives, enters, approves, and, when necessary, investigates client's accounts payable invoices. - Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts. - Handles client mail. - Prepares appropriate schedules and reports as requested by clients and managers/partners. - Deposits accounts receivables into client bank accounts. - Handles client payroll. - Books journal entries. - Assists accountants on tax return preparation. - Generates 1099's.  Knowledge, Skills, and Abilities: - Datafaction experience is a plus. - Ability to operate calculator, computer, and other general office equipment. - Knowledge of computerized accounting, but must be able to do a manual set of books. - Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization is a plus.  Minimum Qualifications: - Minimum 1-2 years of accounting or bookkeeping experience within business management industry.  - Experience with Datafaction a huge plus. - Working experience at a CPA or Business Management specific firm. - May be required to be a Notary Public. 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.   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members.   That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!  
Job Locations
US-CA-Los Angeles
Category
Business Management
Job ID 2022-2818
General Intro: At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups. By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing and we need an experienced, knowledgeable and professional Account Manager within the Business Management industry to join the Century City office team. This person must have a background working at a public accounting or business management firm or industry experience. A career in our business management sector will provide you with the opportunities to develop advanced technical and soft skills to help you learn how to build and maintain strong client relationships and overall industry exposure. This position is full time in Century City office.   This Business Management Account Manager role will be working with Assistant Account Managers and Seniors to execute full-charge bookkeeping functions for clients in the Business Management industry. Gaining hands on experience and exposure to clients within music, entertainment, media and sports industries. Core Responsibilities & Essential Functions: - Performs the daily, weekly, monthly and yearly bookkeeping activities of the assigned client - Identify and help solve engagement (job) technical issues, anomalies, non-routine items - Conducts self in a professional manner related to all client communications and interactions - Receives, enters, and, when necessary, investigates client's accounts payable invoices. - Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts. - Handles client mail. - Prepares appropriate schedules and reports as requested by clients and managers/partners. - Deposits accounts receivables into client bank accounts. - Books journal entries - Generates 1099's for clients. - Prepares monthly bank reconciliations  - Prepares monthly flow reports  Minimum Qualifications: - Minimum 2-3 years of accounting or bookkeeping experience within business management industry  - Datafaction Imaging software - Working experience at a CPA or Business Management specific firm - May be required to be a Notary Public. - Knowledge of computerized accounting, but must be able to do a manual set of books.   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members.   That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!    
Job Locations
US-CA-Los Angeles
Category
Business Management
Job ID 2022-2799
The Senior Associate provides unique solutions through the delivery of quality transfer pricing and economic consulting services. Employees in this job class perform as a lead by assigning work and providing guidance to lower level associates.  This job class requires knowledge of intermediate accounting and/or tax principals of which would be derived from experience as an Experienced Associate and the ability to assign work, manage progress and meet deadlines. Core Responsibilities & Essential Functions: - Leading Managing and Holding People Accountable (LMA) - Learn and begin to apply growth process (participates in assigned RC,, pipeline support, COPs, etc.) - Supervises 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) - Prepares documentation, participates in audit defense and develops solutions to clients economic business matters - Builds relationships with current and prospective clients - Identifies key issues facing clients and discusses possible solutions to increase quality and efficiency - Manages analysis and builds and reviews financial models - Develops innovative transfer pricing strategies addressing a spectrum of economic issues - Identifies additional potential transfer pricing opportunities and new business - Understands and is able to explain the reasons behind the firm’s policies, procedures and practices and project management techniques. - Possess technical knowledge sufficient to supervise lower level associates - Ensures all work papers are complete, consistent, and contain procedures performed, evidence obtained, and conclusions reached. - Exhibits strong communications skills (verbal; written; presentation) with lower level associates, management/partners, and clients. - Provides timely performance and behavior feedback to lower level associates via verbal discussions and/or evaluations. 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: - 1-3 years of experience in transfer pricing (including, documentation, research and planning) - Bachelor’s Degree in Economic, Business, Finance or Accounting (Masters preferred) - CPA preferred, if not a CPA, must meet educational requirements and actively sitting for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location - Ability to be flexible in changing work priorities and handle numerous projects at the same time. - Ability to act in a responsive manner to client inquires and requests; escalate the more difficult issues as necessary. - Strong research and analytical skills - Excellent relationship management skills - Proven ability to communicate effectively both verbally and in writing. - Prior basic supervisory experience preferred - Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.     2799    
Job Locations
US-Remote
Category
Tax
Job ID 2022-2797
Job Details We are looking for a Transfer Pricing Tax Manager (or Senior Manager) to join the team. The Manager provides unique solutions through the delivery of quality transfer pricing and economic consulting services. Employees in this job class perform as a lead by assigning work and providing guidance to lower level associates.  This job class requires knowledge of intermediate accounting and/or tax principals of which would be derived from several years of experience as an Senior Associate and the ability to assign work, manage progress and meet deadlines.   Core Responsibilities & Essential Functions: - Leading Managing and Holding People Accountable (LMA) - Learn and begin to apply growth process (participates in assigned RC, pipeline support, COPs, etc.) - Supervises 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) - Prepares documentation, participates in audit defense and develops solutions to clients economic business matters - Builds relationships with current and prospective clients - Identifies key issues facing clients and discusses possible solutions to increase quality and efficiency - Manages analysis and builds and reviews financial models - Develops innovative transfer pricing strategies addressing a spectrum of economic issues - Identifies additional potential transfer pricing opportunities and new business - Understands and is able to explain the reasons behind the firm’s policies, procedures and practices and project management techniques. - Possess technical knowledge sufficient to supervise lower level associates - Ensures all work papers are complete, consistent, and contain procedures performed, evidence obtained, and conclusions reached. - Exhibits strong communications skills (verbal; written; presentation) with lower level associates, management/partners, and clients. - Provides timely performance and behavior feedback to lower level associates via verbal discussions and/or evaluations. 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: - 2-3+ years of experience in transfer pricing (including, documentation, research and planning) - Bachelor or Master’s Degree in Economic, Business, Finance or Accounting - CPA preferred, if not a CPA, must meet educational requirements and actively sitting for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location - Ability to be flexible in changing work priorities and handle numerous projects at the same time. - Ability to act in a responsive manner to client inquires and requests; escalate the more difficult issues as necessary. - Strong research and analytical skills - Excellent relationship management skills - Proven ability to communicate effectively both verbally and in writing. - Prior basic supervisory experience preferred - Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat Why work for MGO?MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.     2797
Job Locations
US-Remote
Category
Tax
Job ID 2022-2786
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact.Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing and we need an experienced, knowledgeable and professional Office Manager to join the team. This person would ideally have working experience in an administrative capacity with a public accounting, law or professional services firm / company.    This Office Manager will be collaborating with all firm departments, staff and partner / stakeholders to assist with day-to-day office duties while taking responsibility for all things administrative from calendaring, ordering supplies, booking travel, maintaining CRM and other systems and spearheading office workflows. This person will be an essential member of the office as they will be ensuring the success of the office team members by general support.   Core Responsibilities - Leading Managing and Holding People Accountable (LMA). - Office data (records) management. - Implements office process and workflow improvement programs. - Office user support service. - Travel/logistics services.   Essential Functions - Processes travel requests, including booking and revising flight reservations, hotel reservations and car rentals. - Coordinate and help with budget planning and operate within the approved budget. - Execute project plans including objectives, priorities, team, timelines and deliverables. - Prepares reports and proposals, which includes drafting, editing, formatting, desktop publishing, and coordination with office management team for production. - Participate in national and regional projects and supervise small teams within a department. - Coordinates calendars and schedules appointments, ensuring all parties are informed of and kept abreast of schedule awareness. - Coordinates meetings including but not limited to preparing and distributing agendas and other meeting materials, reserving and preparing facilities, and recording and transcribing meeting minutes. - Composes, types, and distributes professional correspondence and memoranda, E-mails and faxes, using individual initiative and as assigned - Orders and maintains supplies; coordinates equipment maintenance. - Assists in development and implementation of department systems and procedures as needed. - Demonstrates a high level of professionalism in dealing with confidential and sensitive issues. - Performs general clerical duties including but not limited to filing, photocopying, faxing, and mailing. Distributes daily internal/external mail and overnight packages; sends and distributes faxes.   Nonessential Functions - Performs other duties as assigned.   Minimum Qualifications - Associate's degree (AA) or equivalent, five years of related experience, 2 years of management experience or equivalent combination of education and experience. - Excellent verbal and written communication skills. - Advanced skill set with Microsoft Office and Microsoft Dynamics or similar certified records management system. - Experience with InDesign or similar desktop publishing application. - Commitment to excellence and high standards (i.e., acute attention to detail). - Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow. - Ability to deal effectively with a diversity of individuals at all organizational levels. - Good judgment with the ability to make timely and sound decisions. - Ability to work independently and as a member of various teams and committees. - Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. - Stronger leadership skills and ability to train incoming admin team members. - Demonstrated ability to plan and organize projects. - Prior experience in a professional environment preferred.   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.   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!  
Job Locations
US-NY-Bellmore
Category
Administrative
Job ID 2022-2785
General Intro: As one of the fastest growing professional services firms in the country, MGO combines deep industry expertise with proven advisory and accounting solutions that deliver results. Our clients range from global technology and life science leaders to public companies and innovative start-ups – from the largest government entities in the country, to the biggest names in sports and entertainment. MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting, and the firm was awarded the ‘Best of Accounting’ designation in client satisfaction by the independent research firm.   As a leading professional services firm, we know our talent is central to our success. We hire top talent and empower them to do their best work. At MGO we combine the fun and excitement of a start-up environment with the resources, operational excellence, and brand recognition of an established firm.   Summary: The Fraud and Litigation Director will oversee all fraud investigations, and dispute and litigation engagements working closely with the teams that serve our clients. 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 Core Responsibilities: - - Leading Managing and Holding People Accountable (LMA) - Support Growth Strategies - Meet the engagement (job) financial goals / metrics / QC (technical) standards - Takes care of the client - Develops successors (managers) Essential Functions: - - Lead team in fraud investigations, assisting with reviewing and analyzing financial documents and records. - Lead team in litigation consulting matters including various business disputes, economic damages, and violations of non-competes or trade secret policies. - Conduct corporate and financial mismanagement investigations - Provide anti-fraud training and fraud risk assessments - Identify potential Business Development opportunities - Be a subject matter expert on fraud, litigation and disputes sharing expertise with other team members and clients through case studies, white papers and other thought leadership. - Build and maintain strong relationships with clients - Exhibit superior technical competence, managerial abilities, and the ability to attract and develop new clients. - Be ultimately responsible for all fraud and litigation engagements - Perform assigned administrative duties - Be an asset to the firm through civic and community activities. - Manage and develop employees in both technical and management areas. - Actively recruit for new talent to bring into the firm Nonessential Functions: - - Performs other duties as directed by the Partner or Service Line Leader   Supervisory Responsibilities: Yes Conditions: - - Heavy sitting for extended periods in front of a computer - Travel, including overnight, may be required approximately 10% of time - Minimal Hazards  Minimum Qualifications: - - Bachelor’s degree (B.A./B.S.) in Business, Finance or Accounting; Master’s degree strongly preferred. - CPA or CFE license in good standing. - 10+ years’ related experience - Demonstrated success in leading and motivating subordinates. - Outstanding organizational, problem-solving, and analytical skills. - Ability to manage priorities and workflow and reassign as necessary. - 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 professionali - Ability to communicate clearly and concisely, verbally and in writing, in Englis - Must be able to keep client matters strictly confidential. - Must have excellent interpersonal skills and customer service skill   This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.  
Job Locations
US-CA-San Francisco | US-CA-Los Angeles | US-Chicago | US-NY-NY | US-CA-San Francisco
Category
Advisory
Job ID 2022-2784
General Intro: As one of the fastest growing professional services firms in the country, MGO combines deep industry expertise with proven advisory and accounting solutions that deliver results. Our clients range from global technology and life science leaders to public companies and innovative start-ups – from the largest government entities in the country, to the biggest names in sports and entertainment. MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting, and the firm was awarded the ‘Best of Accounting’ designation in client satisfaction by the independent research firm.   As a leading professional services firm, we know our talent is central to our success. We hire top talent and empower them to do their best work. At MGO we combine the fun and excitement of a start-up environment with the resources, operational excellence, and brand recognition of an established firm.   Summary: The Merger and Acquisition (M&A) Director will oversee the team advising clients in areas such as US GAAP and SEC reporting, primarily pertaining to business combinations. Employees in this job class plan and execute business strategies for services and gaining new business; coordinate and integrate activities with peers and/or other departments; and assume responsibility for profit and loss results Core Responsibilities: - - Leading Managing and Holding People Accountable (LMA) - Support Growth Strategies - Meet the engagement (job) financial goals / metrics / QC (technical) standards - Takes care of the client - Develops successors (managers) Essential Functions: - - Lead teams that create solutions to issues in technical accounting areas such as US GAAP and SEC reporting, especially pertaining to business combinations (M&A). - Identify and address client needs; prepare and present complex written and verbal materials; assign resources, create project workflows, create, and monitor budgets, oversee billing, etc. - Develop and maintain client relationships using networking, negotiation, and persuasion skills to identify potential new opportunities to acquire new business including the selling of new services - Be a subject matter expert sharing expertise with team members and clients through case studies, white papers and other resources. - Exhibit superior technical competence and managerial abilities - Be ultimately responsible for all engagements - Perform assigned administrative duties - Be an asset to the firm through civic and community activities. - Manage and develop employees in both technical and management areas. - Personnel responsibilities such as hiring, termination, promotion, demotion, assignment, and performance feedback. Nonessential Functions: - - Performs other duties as directed by the Partner or Service Line Leader   Supervisory Responsibilities:YesConditions: - - Heavy sitting for extended periods in front of a computer - Travel, including overnight, may be required approximately 10% of time - Minimal Hazards  Minimum Qualifications: - - Bachelor’s degree (B.A./B.S.) in Business, Accounting, Finance or Economics; Master’s degree strongly preferred. - CPA license in good standing. - 10+ years’ experience - Extensive knowledge assessing a company’s quality of earnings, net assets, and cash flows - Proven expertise and success in leadership roles providing financial due diligence and other transaction-related services to clients - Proven record of success as a team leader who motivates staff and cultivates a trusting team environment where staff are encouraged to share their ideas - Outstanding organizational, problem-solving, and analytical skills. - Ability to manage priorities and workflow and reassign as necessary. - Demonstrated thought leadership and business acumen skills. - 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 professionali - Ability to communicate clearly and concisely, verbally and in writing, in Englis - Must be able to keep client matters strictly confidential. - Must have excellent interpersonal skills and customer service skill This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
Job Locations
US-CA-Los Angeles | US-NY-New York | US-Chicago | US-CA-San Francisco
Category
Advisory
Job ID 2022-2768
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing and we are looking for motivated, hard working and dynamic Financial Accounting Services Experienced Associate / Accountant with a strong passion for public accounting and client services to join the team. A career in our public FAAS (client accounting services) sector will provide you with the opportunities to learn and develop technical client servicing and supervisory skills both hands-on working directly with clients and through continuous firm training / staff development initiatives in a variety of client industries. This Financial Accounting Services Experienced Associate / Accountant role will be working Manager or Sr. Manager to assist with the day-to-day accounting functions (GL, AP, AR, and Payroll) for clients. This role will require travel to and from client site, some overnight stay required (10%). Core Responsibilities & Essential Functions - Performs the daily, weekly, monthly and yearly accounting activities for the assigned client(s) - Identify and help solve engagement (client) technical issues, anomalies, non-routine items - Conducts self in a professional manner related to all client communications and interactions - Conducts self in a professional manner related to all engagement team communications and interactions - Provides accounting software implementation or upgrades, to clients and firm staff. - Understands individual client needs and tailors accounting set-up appropriately. - Provides direct reconciliation of monthly statements, monthly closing, preparation of monthly financial statements, reconciliation and maintenance of balance sheet accounts for clients. - Prepares financial reports, and analyses of accounts as requested. - Prepares for and coordinates accounting during a client audit process. - Books journal entries - Assist tax department with tax return preparation - Assists with implementing and maintaining internal financial controls and procedures - Directs and/or prepares sales tax and annual local business tax. - Directs and/or prepare 1099’s, W2’s, and Payroll Tax Reports. - Maintains professional proficiency over accounting practices and various accounting software. - Provides technical accounting training as needed to the clients through web meetings or in person. - Anticipates, identifies, and resolves complex assignment issues.   Added Knowledge, Skills, and Abilities - Experienced with Microsoft Office suite, Excel, Word and Outlook - Experience with QuickBooks, QuickBooks Online, Enterprise, ADP, NetSuite, Sage Intacct strongly preferred - Works well in a team environment - Ability to operate calculator, computer, and other general office equipment. - Feels comfortable working with a variety of computer software both desktop and cloud based - Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization   Minimum Qualifications & Working Conditions - Bachelor’s Degree in Accounting or related field - 3+ years of accounting experience including GL, AP, AR, reconciliations - Outstanding written and verbal communication skills - Commitment to excellent client service, flexibility, and the ability to manage constantly shifting priorities - Work time beyond standard business hours may often be required to complete work and meet deadlines - Works in the office 90% of the time. - Minimal Hazards   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.
Job Locations
US-NY-Bellmore
Category
Financial Accounting Advisory Services
Job ID 2022-2761
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.     Core Responsibilities: · Leading Managing and Holding People Accountable (LMA) · Support Growth Strategies · Meet the engagement (job) financial goals / metrics / QC (technical) standards · Takes care of the client · Develops successors (managers)   Essential Functions: · Manage accounting advisory engagements and provide accounting support to clients, including implementation assistance with new accounting requirements and financial restatements · Assist with Securities and Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings, and other acquisition filings for both domestic and cross-border transactions · Provide conversion services to U.S. and foreign registered companies that need a change in their financial reporting to U.S. Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS) · Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition, and provide fresh-start accounting support to clients upon emergence from bankruptcy · Work with valuation advisors to assess the impact and reporting of valuation events such as acquisitions, management buyouts, and fresh-start accounting · Identify and build long-term business relationships with new target clients and key executives   Minimum Qualifications: · Eight years of experience with a public accounting firm, advisory services firm, or a large multinational organization conducting financial audit or corporate accounting · Bachelor’s degree from an accredited college/university in an appropriate field; licensed CPA or CPA equivalent required · Strong current knowledge in one of the following: U.S. GAAP, IFRS, SEC financial reporting issues, bankruptcies, business combinations, or financial restatements · Demonstrated ability to connect with senior executives of leading organizations to generate new business relationships and projects · Demonstrated ability to lead teams of over twenty employees comprised of diverse backgrounds and skill sets · Ability to travel domestically and internationally   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.  
Job Locations
US-NY-NY
Category
Advisory
Job ID 2022-2760
As one of the fastest growing professional services firms in the country, MGO combines deep industry expertise with proven advisory and accounting solutions that deliver results. Our clients range from global technology and life science leaders to public companies and innovative start-ups – from the largest government entities in the country, to the biggest names in sports and entertainment. MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting, and the firm was awarded the ‘Best of Accounting’ designation in client satisfaction by the independent research firm.   As a leading professional services firm, we know talent development is central to our success. We hire top talent and empower them to do their best work. At MGO we combine the fun and excitement of a start-up environment with the resources, operational excellence, and brand recognition of an established firm. Job Details The Director of Learning & Development will lead an agile team dedicated to building the strategies and learning experiences that enable all MGO team members to experience meaningful career growth and development.   This leadership position will develop and drive a company-wide learning and development strategy focused on all facets of learning and capability development to enable a diverse high-performance culture. This is a very hands-on leadership role driving the talent and learning strategies that develop our people, increase retention, and drive business outcomes. The Director of Learning and Development will direct the strategic planning, design, implementation, maintenance, and administration of all training and development solutions, including, building technical, functional, industry, and leadership capabilities, in order to meet the firm’s business objectives today, as well as tomorrow.   Responsibilities include: - Leading, driving and executing the live and virtual delivery of a robust industry-specific learning and development curriculum through MGO University, including technical, soft-skills, advisory, communication and applications training, training on the firm’s policies and procedures, compliance training, manager effectiveness, leadership development and other key training program needs. - Delivering a best-in-class onboarding experience to welcome new team members to MGO. - Creating sponsorship and mentorship programs, as well as programs to develop emerging leaders to build talent pipeline. - Partnering with internal stakeholders and external advisors to identify skills and competencies needed to prepare MGO for the future. Develop strategies to support and enable the successful attainment of these skills and competencies. - Developing learning plans and career pathing for all levels and functions of the organization. - Developing, implementing and maintaining all learning and development policies, standards, processes and tools while ensuring compliance with firm regulatory CPE and NASBA requirements. - Identifying, negotiating with, procuring and managing learning & development providers. - Continuously reviewing the firm’s learning and development programs and optimizing to align with strategic objectives and future training needs. - Continuously improving all learning and development programming while ensuring training content is always up to date and relevant. - Create and manage annual learning & development budget. - Develop and mentor a team of industry-leading learning & development professionals.   Core Responsibilities & Essential Functions - 7-10+ years of experience developing large scale learning & development programs for a business-to-business organization, preferably with a professional services firm - Strong leadership skills and demonstrated ability to lead a matrixed team and influence across the organization.  - Emotionally intelligent and able to thrive in an ambiguous, constantly changing and fast-paced environment. - Demonstrated knowledge of innovative learning & development tools and technologies - Demonstrated ability to lead, inspire and develop relationships across all levels of the organization. - Excellent executive presence and communication skills to collaborate with internal team members & executives. - Has a “do-what-it-takes” spirit, a willingness to roll-up your sleeves, and the flexibility to adapt to evolving goals and priorities.   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!
Job Locations
US-Remote
Category
Human Resources
Job ID 2022-2753
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing, and we are looking for a motivated, hardworking and dynamic entry level Financial Accounting Advisory Services (FAAS) Associate to join the team in our Boca Raton office starting in 2023!Working along with the other staff and management to assist with the day-to-day accounting functions/services (GL, AP, AR, and Payroll) for clients.  Core Responsibilities & Essential Functions - Performs the daily, weekly, monthly, and yearly accounting activities for the assigned client(s). - Identify and help solve engagement (client) technical issues, anomalies, non-routine items. - Assists with accounting software implementation or upgrades, for clients and firm staff. - Provides direct reconciliation of monthly statements, monthly closing, preparation of monthly financial statements, reconciliation and maintenance of balance sheet accounts for clients. - Prepares financial reports, and analyses of accounts as requested. - Prepares for and coordinates accounting during a client audit process. - Books journal entries. - Assist tax department with tax return preparation. - Assists with implementing and maintaining internal financial controls and procedures. - Directs and/or prepares sales tax and annual local business tax. - Directs and/or prepare 1099’s, W2’s, and Payroll Tax Reports. - Provides technical accounting training as needed to the clients through web meetings or in person. Minimum Qualifications - Bachelor’s Degree in Accounting or related field required. - 0-1 years of accounting experience including GL, AP, AR, reconciliations.  - Outstanding written and verbal communication skills. - Commitment to excellent client service, flexibility, and the ability to manage constantly shifting priorities with professionalism. - Willingness to learn how to use a variety of accounting and auditing software and systems.   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!
Job Locations
US-FL-Boca Raton
Category
Financial Accounting Advisory Services
Job ID 2022-2752
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing in our Boca Raton office and we are looking for motivated, hard working and dynamic entry level Tax Associates / Accountants with a strong passion for public accounting and tax services to join the team in early 2023! A career in our public Tax sector will provide you with the opportunities to learn and develop technical skills in order to prep and execute returns of all kinds and industries.   This Tax Associate / Accountant role will perform intermediate level accounting functions related to both accounting/audit and tax specifications. Responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communication potential risks, preparing tax accrual work paper and working with tax software applications to complete tax returns for review. Core Responsibilities & Essential Functions - Complete assigned tasks / jobs. - Learn the growth process (identify and communicate growth). - Identify and help solve engagement (job) technical issues, anomalies, non-routine items. - Collaborate and communicate with client and team members in a professional manner. - Actively sit and pass CPA examination. - Works with the tax team to prepare and learn to review tax returns. - Provides standard client service accounting functions. - Provides timely, high quality client service that meets or exceeds client expectations. - Books journal entries. - Assist tax department with tax return preparation. - Assists with implementing and maintaining internal financial controls and procedures. - Directs and/or prepare 1099’s, W2’s, and Payroll Tax Reports. - Recognizes and informs senior management of opportunities to increase level and types of services to clients. - Ensures professional development through ongoing education and obtaining additional certifications as appropriate. - Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance. - Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate. - Completes research and special projects as needed. Minimum Qualifications - Bachelor’s degree with a major in accounting or related field required. - If not a CPA, must meet educational 150 credit requirements to sit for the CPA exam. - Prior experience using Tax systems and software, CCH ProSystems Fx, Axcess Tax, Engagement, BNA, etc. - Excellent customer service skills (internal and external). - 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 travel to client locations which may include occasional overnight stays. - Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).    Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!
Job Locations
US-FL-Boca Raton
Category
Tax
Job ID 2021-2742
Job Details MGO is growing and we need an experienced, knowledgeable and professional Administrative Assistant to support our Los Angelesoffice REMOTELY. This person would ideally have working experience in an administrative capacity with a public accounting, law or professional services firm / company.    This Administrative Assistant will be collaborating with all firm departments, staff and partner / stakeholders to assist with day-to-day office duties while taking responsibility for all things administrative from calendaring, ordering supplies, booking travel, maintaining CRM and other systems and spearheading office workflows. This person will be an essential member of the office as they will be ensuring the success of the office team members by general support.   Core Responsibilities: - Be accountable for assigned tasks - Office data (records) maintenance - Performs office process pursuant to firm guidelines - Office user support service - CPE records/ training logistics support Essential Functions: - Prepares reports and proposals, which includes drafting, editing, formatting, desktop publishing, and coordination with office management team for production - Coordinates calendars and schedules appointments, ensuring all parties are informed of and kept abreast of schedule awareness - Coordinates meetings including but not limited to preparing and distributing agendas and other meeting materials, reserving and preparing facilities, and transcribing meeting minutes - Composes, types, and distributes professional correspondence, memos and e-mails - Orders and maintains supplies; coordinates equipment maintenance - Demonstrates a high level of professionalism in dealing with confidential and sensitive issues - Performs general clerical duties including but not limited to filing, photocopying, faxing, and mailing. - Distributes daily internal/external mail and overnight packages; sends and distributes faxes   Minimum Qualifications: - Associate's degree (AA) or equivalent, 1 to 3 years of related experience. - Excellent verbal and written communication skills. - Intermediate skill set with Microsoft Office and Adobe Products - Commitment to excellence and high standards (i.e., acute attention to detail). - Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow. - Ability to deal effectively with a diversity of individuals at all organizational levels. - Good judgment with the ability to make timely and sound decisions. - Ability to work independently and as a member of various teams and committees. - Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. - Demonstrated ability to plan and organize projects. Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.
Job Locations
US-Remote | US-CA-Los Angeles | US-CA-Los Angeles
Category
Administrative
Job ID 2021-2664
Are you looking to expand your career and be part of a successful team? Are you disciplined, focused and financially curious about the global markets?  If you have a strong desire to build winning portfolios, designed to help clients generate good profits from their investments, then we want to talk to you!  Our well established and growing financial firm is seeking to add a Chartered Financial Analyst to our Team! This Chartered Financial Analyst will have the opportunity to make decision regarding portfolio construction and design models that meet client objectives. The ideal candidate for this role will be someone who has a commitment to excellence, knows how to follow through and provide superior service; while always putting clients first.  Initial duties include working alongside the main investment team, wealth advisors, and client relationship building. Also, this candidate will work alongside the wealth management team to build solid financial plans. Minimum Requirements: - A bachelor’s or master’s degree in finance, economics or accounting is preferred - CFA certification and experience - 5 + years of financial services experience with an emphasis on portfolio management - Excellent knowledge in software applications and analysts tools used in portfolio management - Strong organizational, prioritization, interpersonal & management skills - Strong mathematical and analytical skills - Ability to keep up to date with the constantly changing market scenario - Excellent communications skills; both verbal and written - Experience with Orion, eMoney and Redtail CRM preferred Financial Analyst Traits: - Personable attitude and willingness to build relationships with existing clients - Ability to explain complicated financial concepts in an easily understandable way - Familiarity with interpreting financial data (Profit & Loss, Balance Sheet, taxes) preferred Task and deadline driven - Desire to learn a wide array of subject matter a must - Team Payer willing to take imitative ad help when needed - Self- starter who does not need to be micromanaged/ability to work independently - Problem-solving/troubleshooting ability will be necessary - Ability to prioritize and/ or seek assistance in determining task priority - Willingness to take initiative and proactively follow up with clients/coworkers on outstanding issues without being asked - Ability and willingness to adapt to changing environment Duties and Responsibilities include: - One of the major duties of a CFA® is to help build and provide oversight of MGO model portfolios. - Track the performance of MGO and TAMP model portfolios and collect the data in a spreadsheet so that it can be interpreted by advisors. - Research and track the financial position of a specific company or industry. - Evaluate current and historical data that helps in decision making. - Study economic and business trends. - Prepare written reports. - Meet the company officials to gain better insight into the company’s prospects and management. - Meet with advisors and clients to explain recommendations.   Thank you for your interest in the CFA role with MGO Private Wealth. MGO Private Wealth helps high-net-worth individuals and families to grow and protect their financial legacy. Our unique approach and proximity to Southern California media centers has positioned our firm as a leading choice for athletes, artists, entertainers and industry executives. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Job Locations
US-CA-Irvine | US-San Diego | US-CA-Los Angeles
Category
MGOPW
Job ID 2021-2647
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing in our New York and Long Island offices and we are looking for motivated, hard working and dynamic entry level Tax Associates / Accountants with a strong passion for public accounting and tax services to join the team in 2022! A career in our public Tax sector will provide you with the opportunities to learn and develop technical skills in order to prep and execute returns of all kinds and industries.   This Tax Associate / Accountant role will perform intermediate level accounting functions related to both accounting/audit and tax specifications. Responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communication potential risks, preparing tax accrual work paper and working with tax software applications to complete tax returns for review. Core Responsibilities & Essential Functions - Complete assigned tasks / jobs. - Learn the growth process (identify and communicate growth). - Identify and help solve engagement (job) technical issues, anomalies, non-routine items. - Collaborate and communicate with client and team members in a professional manner. - Actively sit and pass CPA examination. - Works with the tax team to prepare and learn to review tax returns. - Provides standard client service accounting functions. - Provides timely, high quality client service that meets or exceeds client expectations. - Books journal entries. - Assist tax department with tax return preparation. - Assists with implementing and maintaining internal financial controls and procedures. - Directs and/or prepare 1099’s, W2’s, and Payroll Tax Reports. - Recognizes and informs senior management of opportunities to increase level and types of services to clients. - Ensures professional development through ongoing education and obtaining additional certifications as appropriate. - Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance. - Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate. - Completes research and special projects as needed. Minimum Qualifications - Bachelor’s degree with a major in accounting or related field required. - If not a CPA, must meet educational 150 credit requirements to sit for the CPA exam. - Prior experience using Tax systems and software, CCH ProSystems Fx, Axcess Tax, Engagement, BNA, etc. - Excellent customer service skills (internal and external). - 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 travel to client locations which may include occasional overnight stays. - Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).    Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!
Job Locations
US-NY-NY | US-NY-Bellmore
Category
Tax
Job ID 2021-2644
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing in Del Mar and we are looking for motivated, hard working and dynamic entry level Assurance / Audit Associates with a strong passion for public accounting to join the San Diego-Del Mar team in 2022! A career in our public assurance / audit sector will provide you with the opportunities to learn and develop technical auditing skills both hands-on and through continuous firm training initiatives in a variety of industries.   This Assurance / Audit Associate  role will be working with your engagement team, including management and partners, to deliver hands-on, day-to-day audit support. While gaining exposure to multiple audit techniques and methods you will also be given the opportunity to create, network and develop professional relationships internally and externally with clients. This role will require travel to and from client site. Core Responsibilities & Essential Functions - Understand and recognize potential audit issues through analysis of relevant documentation. - Clearly and accurately document the execution of specific audit procedures in accordance with the engagement objectives, budgeted time frame, and appropriate standards. - Demonstrate an approachable, professional and competent demeanor in the client's environment. - Maintain a strong client focus; respond to client requests in a friendly and efficient manner and develop/maintain productive working relationships with client personnel. - Collaborate with team members in setting goals and assuming responsibilities. - Contribute ideas/opinions to the audit teams and listen/respond to other team members' views. - Develop a command of GAAP, GAAS, GAGAS** and any other common audit techniques. - Pursue professional development opportunities, including external and internal training and professional association memberships, and share information gained with co-workers. Minimum Qualifications - Bachelor’s Degree in Accounting, Finance, Business Administration (related) required. - Must be able to sit for CPA exam, already sitting or are have obtained CPA license.  - 0-1 year working experience in a public accounting firm. - Proficient in with Microsoft Excel. - Willingness to learn how to use a variety of accounting and auditing software and systems.   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!
Job Locations
US-San Diego
Category
Assurance
Job ID 2021-2642
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing and we are looking for motivated, hard working and dynamic entry level Tax Associates / Accountants with a strong passion for public accounting and tax services to join the team in Orange County starting in 2022! A career in our public Tax sector will provide you with the opportunities to learn and develop technical skills in order to prep and execute returns of all kinds and industries.   This Tax Associate / Accountant role will perform intermediate level accounting functions related to both accounting/audit and tax specifications. Responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communication potential risks, preparing tax accrual work paper and working with tax software applications to complete tax returns for review. Core Responsibilities & Essential Functions - Complete assigned tasks / jobs. - Learn the growth process (identify and communicate growth). - Identify and help solve engagement (job) technical issues, anomalies, non-routine items. - Collaborate and communicate with client and team members in a professional manner. - Actively sit and pass CPA examination. - Works with the tax team to prepare and learn to review tax returns. - Provides standard client service accounting functions. - Provides timely, high quality client service that meets or exceeds client expectations. - Books journal entries. - Assist tax department with tax return preparation. - Assists with implementing and maintaining internal financial controls and procedures. - Directs and/or prepare 1099’s, W2’s, and Payroll Tax Reports. - Recognizes and informs senior management of opportunities to increase level and types of services to clients. - Ensures professional development through ongoing education and obtaining additional certifications as appropriate. - Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance. - Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate. - Completes research and special projects as needed.  Minimum Qualifications - Bachelor’s degree with a major in accounting or related field required. - CPA preferred.  If not a CPA, must meet educational 150 credit requirements to sit for the CPA exam. - Prior experience using Tax systems and software, CCH ProSystems Fx, Axcess Tax, Engagement, BNA, etc. - 0-1 years of experience in public accounting required. - Excellent customer service skills (internal and external). - 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 travel to client locations which may include occasional overnight stays. - Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!
Job Locations
US-CA-Irvine
Category
Tax
Job ID 2021-2636
At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact. Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.   By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.   Job Details MGO is growing and we are looking for motivated, hard working and dynamic entry level Assurance / Audit Associates with a strong passion for public accounting to join the team in our Los Angeles offices starting in 2022!  A career in our public assurance / audit sector will provide you with the opportunities to learn and develop technical auditing skills both hands-on and through continuous firm training initiatives in a variety of industries.   This Assurance / AuditAssociate role will be working with your engagement team, including management and partners, to deliver hands-on, day-to-day audit support. While gaining exposure to multiple audit techniques and methods you will also be given the opportunity to create, network and develop professional relationships internally and externally with clients. This role will require travel to and from client site.   Core Responsibilities & Essential Functions - Understand and recognize potential audit issues through analysis of relevant documentation. Clearly and accurately document the execution of specific audit procedures in accordance with the engagement objectives, budgeted time frame, and appropriate standards. - Demonstrate an approachable, professional and competent demeanor in the client's environment. Maintain a strong client focus; respond to client requests in a friendly and efficient manner and develop/maintain productive working relationships with client personnel. - Collaborate with team members in setting goals and assuming responsibilities. Contribute ideas/opinions to the audit teams and listen/respond to other team members' views. - Develop a command of GAAP, GAAS, GAGAS** and any other common audit techniques. - Pursue professional development opportunities, including external and internal training and professional association memberships, and share information gained with co-workers. Minimum Qualifications - Bachelor’s Degree in Accounting, Finance, Business Administration (related) required. - Must be able to sit for CPA exam, already sitting or are have obtained CPA license.  - 0-1 year working experience in a public accounting firm.  - Proficient in with Microsoft Excel.  - Willingness to learn how to use a variety of accounting and auditing software and system.   Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the marketplace, but in the lives of our clients and team members. That’s why we value characteristics like teamwork, communication, creativity, and leadership when building our teams.   We are growing fast and new opportunities emerge every day. If you’re not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive.   Want to learn more? Complete an application and so our team can reach out to you directly!
Job Locations
US-CA-Los Angeles
Category
Assurance