Tax Operations Manager

Job not on LinkedIn

September 18

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MGO (Macias Gini & O'Connell LLP)

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Finance • Consulting • Healthcare Insurance

MGO (Macias Gini & O'Connell LLP) is a global team of more than 600 financial service professionals specializing in assurance, tax, consulting, and private client services. They aim to provide holistic financial guidance tailored to the unique needs of entrepreneurs, public and private sector leaders, and high-net-worth individuals. MGO is dedicated to helping their clients achieve personal and professional financial goals with a focus on human care and trust.

201 - 500 employees

Founded 1987

💸 Finance

⚕️ Healthcare Insurance

📋 Description

• Provide administrative support to industry leaders delivering Tax services • Familiar with Tax Return Assemblies, E-Filing and workflow process • Assembly of tax returns and e-filing • Assist Partner who oversees Tax Operations with implementing new systems, software, processes and procedures and integrating new offices • Supervise service line on-boarding and continuing staff training • Managing service line administrative procedures and workflows • Lead the administrative team and hold them accountable • Ensures that all Tax data and retention policies are met • On-boarding and training of new Tax Administrative team members • Provide continuing training, tools, and alerts to Tax Administrative team members • Help implement solutions to streamline and automate processes and procedures • Assist Tax report formatting and adheres to Quality Control and other policies and procedures • Manage changes to the users and related costs of the Tax application technology stack • Communication on firmwide Tax Administrative items/updates/need to know information • Assist with Professional Development initiatives including coordinating trainings and CPE for Tax team • Upload and maintain Administrative information to Virtual Cabinet • Update Tax intranet home page • Participate in national and regional projects and supervise small teams within a department • Assist with client management including onboarding and collecting necessary documents • Assist with client billing following up on account receivables and collection efforts • Assist Partner with other special operations projects as needed • Supervisory responsibilities: Tax Administrative team firmwide

🎯 Requirements

• Associate’s degree (AA) or equivalent • Five years of related experience • 5 years of management experience or equivalent combination of education and experience • Excellent verbal and written communication skills • Advanced skill set with Microsoft Office, MS Sharepoint and SalesForce or similar certified records management system • Experience with InDesign or similar desktop publishing application • Commitment to excellence and high standards (i.e., acute attention to detail) • Strong organizational, problem-solving, and analytical skills • Ability to deal effectively with a diversity of individuals at all organizational levels • Good judgment with the ability to make timely and sound decisions • Ability to work independently and as a member of various teams and committees • Versatility, flexibility, and a willingness to work within constantly changing priorities • Stronger leadership skills and ability to train incoming admin team members • Demonstrated ability to plan and organize projects • Prior experience in a professional environment preferred • Ability to perform several tasks concurrently • Ability to communicate clearly and concisely, verbally and in writing, in English • Must be able to keep client matters strictly confidential

🏖️ Benefits

• (not explicitly listed in posting)