Tax Coordinator

Overview

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 50 CPA and advisory firm of 700+ 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.

The Tax Coordinator works closely with the Tax Operations Manager and is responsible for providing administrative support to the Tax team firmwide to ensure client deliverables are met. This is a hybrid role based out of our Century City, CA office.

• Provide administrative support to leaders and teams delivering client services
• Complete assigned tasks / jobs
• Identify and help solve engagement (job) technical issues, anomalies, non-routine items
• Collaborate and communicate with client and team members in a professional manner

• Assemble and deliver tax returns and other deliverables
• Electronically Transmit and track Federal and State income tax returns and other deliverables, including Acceptance Letters and proper management of rejections
• Process New Client Setup and coordinate the completion of the client acceptance process, ensuring compliance with established protocols and obtaining necessary approvals
• Oversee workflow status of tax returns and deliverables
• Maintain client data up-to-date in all systems
• Serve as a liaison between Tax professionals and clients, including following up on Engagement Letters, E-File forms, Billing and Collections
• Document Management – Scan, file and maintain documents in electronic filing system(s)
• Engagement Letters – including drafting, finalizing, delivering, and tracking all engagement letters for tax professionals
• Tax organizers – Deliver and track Tax Organizers for tax professionals
• Mail – Distribute email to tax/office professionals, assist with mailing out client documents and deliverables via Fed Ex, USPS, etc., and process certified mail as needed by tax professionals

• 2–3 years’ experience in an administrative role supporting tax services
• Excellent customer service skills (internal and external)
• Strong attention to detail
• 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 work overtime as needed
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Prior experience with CCH applications preferred

• Career ownership through proactively seeking assignments, research, helping others, seeking feedback and keeping others informed of available hours
• Team player - help where you can, stay engaged with the team through project completion
• Task/deadline oriented - completing projects within expectations i.e. timeframe and budget
• Continually work to increase quality of work through asking questions and being receptive to review notes and feedback
• Ownership of work - follow through to completion and communicate status with seniors/supervisors often

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…