Tax Senior Manager

USA, San Rafael, CA | Hybrid

Tax Senior Manager

Overview

MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.

MGO is a top CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.

Job Details

MGO is growing, and we're looking to add an experienced, motivated, and dedicated Tax Senior Manager, with a strong background in HNW individuals and corporate tax returns to join the team.

This Tax Sr. Manager role will perform advanced level tax accounting functions related to tax specifications and perform as a lead by assigning work and providing guidance to lower-level associates. In this role the Tax Sr. Manager will be responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The Tax Sr. Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy.

Core Responsibilities & Essential Functions

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

Working Conditions

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

Minimum Qualifications

• Bachelor’s degree in Accounting or related field required; Master of Tax preferred.
• Minimum of 6 years of experience in a public accounting firm or related experience.
• CPA license required, MBA, JD, LLM possible to be in lieu of CPA.
• Previous experience supervising and training staff and seniors preferred.
• Excellent written and verbal communication and interpersonal skills.
• Strong organizational techniques are required.
• Must be highly motivated and experienced in managing multiple client engagements.
• Must begin to attain visibility and recognition within their industry specialization.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

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: $150,000 - $175,000 + Bonus program where you can earn up to 10% of your base salary per year.

This job description does not list all the duties of the job. Partners or peers may ask you 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.