Administrative Assistant

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.

Job Details:Performs day-to-day Administrative functions in addition to supporting the Tax team  Core Responsibilities: Be accountable for assigned tasks Office data (records) maintenance Performs office process pursuant to firm guidelines Office user support service  Essential Functions: Provide administrative support to Administrative Services Manager and tax department  Execute special project plans including objectives, priorities, team, timelines and deliverables Coordinates calendars and schedules appointments, ensuring all parties are informed of and kept abreast of schedule awareness Coordinates meetings including but not limited to preparing and distributing agendas and other meeting materials, reserving and preparing facilities, and transcribing meeting minutes Composes, types, and distributes professional correspondence, memos and e-mails Demonstrates a high level of professionalism in dealing with confidential and sensitive issues Performs general clerical duties including but not limited to filing, photocopying, faxing, and mailing. Assist Tax department with client set up in necessary applications Coordinate assignment of professional person responsible for workflow processes  Monitor tax return / projects in workflow tracking system  Create and distribute weekly tax returns status reports to Partners/Managers  Assist in ongoing maintenance/cleanup of the tax return/ projects tracking system  Scan client documents into client file in Scan/Autoflow, obtain and deliver copies of previously filed client tax returns, and return original documents to clients  Assemble completed tax returns, estimates and extensions and deliver to appropriate personnel; update the tracking system  Coordinate and submit certified mail for the department and maintain tracking log  Prepare mailing of returns, estimated tax payment vouchers to clients  Print payment vouchers and instructions, prepare mailing envelopes and present to account manages  Transmit returns and extensions electronically  Manage tax return electronic filing system processes, including verifying e-file was accepted and managing e-file rejections and taking corrective action on rejected files Qualifications: Associate's degree (AA) or equivalent, 1 to 3 years of related experience. Excellent verbal and written communication skills. Intermediate skill set with Microsoft Office and Adobe Products Commitment to excellence and high standards (i.e., acute attention to detail). Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow. 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 with enthusiasm. Demonstrated ability to plan and organize projects. 

Why work for MGO:

At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way.

What's in it for you:

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 creative problem solving and seek team members with passion for what’s next.Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities t