Business Management Manager

Overview

General Intro:

 

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

MGO is growing and we need an experienced, knowledgeable and professional Manager within the Business Management industry to join the team. This person must have a background working at a public accounting and business management industry / firm experience. A career in our business management sector will provide you with the opportunities to develop advanced technical and soft skills to build and maintain client relationships, spearhead engagements, develop staff and ensuring 100% client satisfaction.

 

This Business Management Manager role will be working with the leadership and management teams to prepare and plan department workflows and budgets, train and develop staff, coordinate and communicate with clients, review and prepare business, partnership (LLC) and high net worth returns and projections.

 

Core Responsibilities:

• Leading Managing and Holding People Accountable (LMA) 
• Understands and assists in execution of growth strategies (research calls, pipeline mgmt., COPs, etc.) 
• Manages the engagement (job) project management, billing, ensures QC (technical) standards 
• Takes care of the client (meets deadlines, timely communication) 
• Technical skills (tax knowledge, monthly accounting reports, investment reports) 

 

Essential Functions: 

• Plan and oversee multiple tax assignments in various industries. 
• Ensure all staff responsible for billing are adequately oriented, trained, and overseen in the performance of billing activities in an effective, efficient manner. 
• Completes reports as assigned for Directors, Partners and client. 
• Provides proactive and strategic advice on all business and financial matters.    
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals.  
• Compiles work papers and other accounting reports. 
• Communicates regularly with regional offices to ensure compliance with billing and utilization processes. 
• Directs the training and development of supervised staff in the performance of billing and utilization processes, including developing training to address changes as they occur. 
• Complies with all regulatory bodies, under the direction of the Director. 
• Completes required training according to firm policies. 

 Knowledge, Skills, and Abilities: 

• 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 
• Client focused approach in all client communications 
• Must be able to effectively communicate with client, partner and account managers

 Minimum Qualifications:  

• 7+ years of accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports. 
• Prior experience in Business Management required. 
• May be required to be a Notary Public.  

 

Supervisory Responsibilities: Yes Training of Account Manager 1-3 positions

 

Conditions: 

• Heavy overtime during February, March, April, and December. 
• Heavy sitting for extended periods in front of a computer 
• Travel, including overnight, may be required 
• Minimal Hazards. 

 

 

$125,000 - $150,000

 

Why work for MGO? MGO’s professionals take a holistic, multi-disciplinary approach to accounting, financial and advisory services. Our teams collaborate across internal functions and service lines to build institutional knowledge, formulate insight, and deliver efficiencies that make a difference – not only in the mar