Paraprofessional/Bookkeeper
De Novo HRConsulting & Business Advisory
Tax Supervisor, Business Management
MGO (Macias Gini & O'Connell LLP)
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $110,000 - $150,000 per year
Job Level
Mid-LevelSenior
About the role
- Leading Managing and Holding People Accountable (LMA)
- Learn and begin applying growth process (participates in assigned RC, pipeline support, COPs, etc.)
- Supervise the engagement (job) / Ensures QX (technical) standards
- Takes care of the client (meets deadlines, timely communication)
- Analytical skills (tax knowledge, monthly accounting reports, investment reports)
- Gain an understanding and assist in planning multiple tax assignments in various industries
- Provides proactive and strategic advice on all business and financial matters. Budgets, monitors, and assesses the effective and efficient use of operating, research and reserve funds.
- Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
- Compiles work papers and other accounting reports.
- Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
- Participate in client assignments from beginning to end
- Prepares and indexes working papers; performs various procedures to verify accuracy and validity of client’s financial matters
- Prepares appropriate schedules and reports as requested by clients and managers/partners.
Requirements
- Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework.
- 4 – 7 years of tax, accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
- Prior experience in Business Management preferred.
- 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.
- Datafaction, Agilink and QuickBooks Online is strongly preferred.
- Ability to operate calculator, computer, and other general office equipment.
- Knowledge of computerized accounting, but must be able to do a manual set of books.
- Knowledge of regulatory requirements of processing payroll accounting transactions, Payroll returns, Business tax license, Secretary of State filing and State Board of Equalization
- Ability to perform several tasks concurrently with ease and professionalism.
- Ability to communicate clearly and concisely, verbally and in writing, in English.
- Must be able to keep client matters strictly confidential.
- Must have excellent interpersonal skills and customer service skills.
