Tax Experienced Associate

Tax Experienced Associate USA, Irvine, CA | Hybrid - Three days per week in office required Summary Under supervision, the Experienced Associate performs intermediate level accounting functions related to tax specifications. You will be 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 communicating potential risks, preparing tax accrual work papers and working with tax software applications to complete tax returns for review. Core 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 Essential Functions Works with the tax team to prepare and learn to review individual high-net-worth (HNW) tax returns. Provides timely, high quality client service that meets or exceeds client expectations. Recognizes and informs senior management of opportunities to increase levels 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 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 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 Previous experience in a public accounting firm preferred 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) 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. 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. Salary Range: $75,000 - $85,000 #J-18808-Ljbffr