MGO is a top 50 CPA and advisory firm of 500+ professionals working remotely and in offices throughout the U.S. and India. The Business Management Tax Experienced Associate performs basic and intermediate accounting functions related to business management and tax specifications, ensuring high-quality client service and professional development.

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
• Provides timely, high quality client service that meets or exceeds client expectations
• Ensures professional development through ongoing education and obtaining additional certifications as appropriate
• Assist account managers in generating 1099's and W-2's for clients
• Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
• Completes research and special projects as needed

Skills

• Bachelor's degree with a major in accounting or related field required
• 1 – 2 years of related experience in tax, accounting or bookkeeping including accounts payable, accounts receivable, payroll, general ledger or financial reports
• Experience with tax research databases such as BNA and RIA
• Proficient in all tax compliance process software including Access, Prosystems and other tax related software
• Creative problem solving and research skills
• Strong written and verbal communication and interpersonal skills
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Prior HNW tax experience strongly preferred

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