Tax Coordinator

Company: Macias Gini & O'Connell LLP
Location: Irvine
Posted on: June 6, 2021

Job Description:

Overview

At MGO we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization - giving everyone a voice and an opportunity to make an impact.

Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients - from enduring institutions to disruptive start-ups.

By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of - and give our professionals the support to self-determine the path their career takes.

MGO is GROWING! Our Irvine team is looking for a Tax Coordinator to join the team and assist our Tax department.

Summary:

Performs day-to-day Tax Administrative functions for the entire Tax Department (US/India)

Core Responsibilities:

• Assembly of returns and extensions, exporting and printing out of CCH Axcess
• Prepares reports and Tax engagement letters, which includes editing, formatting, finalizing
• Saving returns and workpapers into Virtual Cabinet and Engagement
• Distributes Star Due date report
• Requesting new client codes
• Requesting new job codes
• Export and Back up of client files in CCH Axcess
• Prepares and takes all certified mail to Post Office
• Releases tax returns/extension via electronic filing system, save acceptances
• Reviews organizer and source docs
• Scanning of all client source docs
• Completes monthly billing functions - includes worksheet and WIP details
• Printing and mailing of client organizers
• DataScan Research for client specific information to use to project research
• People training in house/onboarding
• Assist Tax Admin Lead
• General clerical duties including but not limited to filing, photocopying, faxing, and mailing.
• Demonstrates a high level of professionalism in dealing with confidential and sensitive issues
• Monitor tax return / projects for Star tracking system
• Assist in ongoing maintenance/cleanup of Star tracking system
• Administrator on CCH Tax Axcess, Administrator on SurePrep, Administrator on Safesend
• Client Data - scan electronic documents into the client specific documents folder via Sureprep/Virtual Cabinet, obtain and deliver copies of previously filed client tax returns, and return original documents to clients
• Assists in the development and implementation of Tax department systems and procedures as needed.
• Assist with vetting and implementing different tax software's, programs and applications
• Assist with AR follow up and collections
• Assist with managing research databases
• Assist with drafting proposals and engagement letters Champion SurePrep
• Assist with overseeing tax workflows and any special projects to ensure timely delivery

Nonessential Functions:

• Performs other duties as assigned from time to time by Seniors, Managers, or Partners.

Minimum Qualifications:

• 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 travel to client locations which may include occasional overnight stays
• Ability to work overtime as needed
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting. And the firm was awarded the 'Best of Accounting' designation in Client Satisfaction by the independent research firm, Inavero.

In addition to advancement opportunities, we offer benefit packages that may include: Medical, Dental, Vision, Life, Short- and Long-Term Disability, Flexible Spending Accounts, Parking/Transit Accounts, Paid Time Off, Paid Holidays, and 401(k) with a company match. To find out more about MGO, visit our website at www.mgocpa.com.

Keywords: Macias Gini & O'Connell LLP, Irvine , Tax Coordinator, Other , Irvine, California