Tax Experienced Associate
MGO (Macias Gini & O'Connell LLP) is a top 50 CPA and advisory firm dedicated to empowering the next generation of talent. The Tax Experienced Associate will perform intermediate level accounting functions related to tax specifications, including preparing tax returns, gathering client information, and participating in tax planning.
Responsibilities
- 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 HNW tax returns
- Provides timely, high quality client service that meets or exceeds client expectations
- 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
Skills
- Bachelor's degree with a major in accounting or related field required
- CPA preferred. If not a CPA, must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location
- Minimum of 1 year of related experience, preferraby with HNW tax expertise, including individual, Estate, Gift, Trust, and pass through entity experience
- 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
- Ability to work overtime as needed
- Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Previous experience in a public accounting firm preferred
Benefits
- Flexible work arrangements
- Progressive time off policy
- Competitive compensation and benefits package
Company Overview
Company H1B Sponsorship