MGO (Macias Gini & O'Connell LLP) jobs

Assurance, Audit Senior Associate Irvine, CA, USA - (Hybrid - Three days per week in-office) At MGO - (Macias, Gini & O'Connell LLP) we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries - including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special. MGO is a top 50 CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting. This role will be working with our corporate audit team and be responsible for reporting to and working with management teams and staff to prepare and plan budgets and engagements, coordinate, and communicate with clients, develop, and exhibit a command of audit techniques and methods, all while ensuring best business practices are in place and client satisfaction is always met. This position will focus on external audit engagements for both public and private companies in a variety of industries. Essential Functions: Performing audits under of U.S. Generally Accepted Accounting Principles (GAAP) U.S. Generally Accepted Auditing Standards (GAAS), Public Company Oversight Board (PCAOB). Possess technical knowledge sufficient to supervise lower-level associates and lead engagements, including coordinate workflow with client; resolve intermediate to advanced audit, accounting, and client service issues; review work papers and other products produced by lower-level associates and keep engagement progressing as planned and budgeted. Prepare time budgets on engagements and demonstrate ability to assist in the planning of audit or client engagements. Prepare draft financial statements and audit complex areas such as debt, derivatives and/or unusual transactions. Ensure all work papers are complete, consistent, and contain procedures performed, evidence obtained, and conclusions reached. Identify key issues facing clients and discuss possible solutions to increase quality and efficiency. Develop a command of GAAP, GAAS, GAGAS, and any other common audit techniques. Minimum Qualifications: Minimum of 2.5 but typically 3+ years of experience in public accounting, corporate accounting required. Bachelor's Degree in accounting OR Bachelor's Degree plus requisite accounting coursework. CPA preferred or must be already sitting or eligible to sit for CPA exams. Working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) U.S. Generally Accepted Auditing Standards (GAAS) and other common audit methodologies. Working Conditions: Heavy sitting for extended periods in front of a computer Overnight travel may be necessary Minimal Hazards Success Factors: 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. 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 to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy, and your ideas to build a meaningful experience for yourself and our clients. Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond. Salary Range: $90,000 - $115,000 👉 Not ready to make a move but want to stay informed on career opportunities at MGO join our Talent Community.

The Office Administrator is responsible for the overall management of the office administrative activities, including general administrative policies and procedures. This position executes decisions of the Firm, works with principals and business line leaders, and serves as the liaison between principals, staff, the local office and other offices within the Firm. The Office Administrator is charged with making all decisions regarding administrative issues within the location(s). The work associated with this position is performed onsite at one or more BDO offices. Job Duties: * Manages day-to-day operations of the facility, ensuring proper office functioning and maintaining relationships with local vendors and property management to resolve issues * Completes annual office budgets and monitor expenditures to ensure compliance with budget * Drives consistency by understanding and championing systems and processes for business lines, providing guidance to other offices, and partnering with National Real Estate for space management and logistics * Implements training programs for administrative staff, coordinates local purchasing and inventory control, and provides support to business lines as a primary or backup resource * Welcomes new employees, assists with onboarding processes, and partners with various teams to manage administrative support for activities such as events, proposals, and presentations * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload and oversight of administrative team members * Evaluates the performance of direct and indirect reports, provides performance feedback, as appropriate, and assists in the development of goals and objectives to enhance their professional development * Ensures administrative team members are trained on all relevant software, resources, and processes Qualifications, Knowledge, Skills and Abilities: Education: * High school diploma, GED, or equivalent, required * Bachelor's degree, preferred Experience: * Two (2) or more years of management experience or five (5) or more years of administrative experience, required * Experience in a professional services firm, preferred * Prior project management experience, preferred * Prior administrative experience, preferred Software: * Proficiency in Microsoft Office Suite, required * PeopleSoft, Oracle, or comparable enterprise resource planning (ERP) software experience, preferred * Adobe Acrobat experience, preferred Other Knowledge, Skills & Abilities: * Committed to working onsite at one or more BDO offices * Superior written and verbal communication skills, including advanced knowledge of current grammar and punctuation standards allowing for proactive and successful interaction with various levels of management and firm personnel * Solid judgment and reasoning skills * Strong critical thinking skills to assess situations, apply knowledge and best practices to resolve issues * Strong management and delegation skills to effectively lead and direct administrative team * Ability to maintain a professional demeanor and level of patience when dealing with difficult situations * Ability to work in a deadline-driven environment while handling multiple projects and tasks simultaneously with a focus on details * Capable of successfully multi-tasking while working independently or within a group environment * Ability to conduct meetings, deliver presentations and speak in front of groups * Ability to demonstrate support for Firm goals, objectives and initiatives * Ability to have a proactive approach to problem-solving by providing effective solutions * Ability to generate and produce various reporting in software systems * Ability to manage high confidentiality information Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $77,000 - $128,000 Colorado Range: $75,000 - $90,000 Maryland Range: $90,000 - $115,000 Minnesota Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $95,000 - $120,000 Washington Range: $85,000 - $95,000

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities Works directly with clients and their advisors to gather information needed to prepare tax returns Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns Analyzes tax notices received from government agencies and prepares initial drafts of response Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Works in a fast-paced, deadline-driven environment both independently and within a team dynamic Prioritizes and completes tasks Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships with other professionals both inside and outside the firm Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates, as necessary Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy or Taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Experienced in private client services, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Internally, communicates the status of their work to their team; promptly responds to requests Leadership Leads by example, acting as a model for the firm's core values Takes on challenges; sees tasks through completion, even if there are obstacles Business Development Participates in business development and networking activities Seizes opportunities for new professional contacts when presented People Development Ability to interact effectively with people at all organizational levels of the firm Assists in supervision, development, and training of employees Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $96,000 - $125,000 Colorado Range: $80,000 - $100,000 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $83,000 - $115,000 Washington DC Range: $105,000 - $117,000

The Core Tax Services ("CTS") Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy. Job Duties: * Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") * Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate * Communicates with issues identified in tax accrual review with Assurance clients * Plans and reviews the tax process and the procedures to be performed to include: * Budgeting and staffing * Monitoring engagement process and actual time incurred vs. budget with assistance of Senior * Timely billing including management of identified out-of-scope activity and communication to client * Timely collection of A/R * Manages client relationships/expectations in accordance with the project * Provides advice to clients in a timely manner * Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis * Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes * Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis * Involves firm specialists, as appropriate * ASC 740 (fka FAS 109 and FIN 48) Tax Accruals * Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740 * Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM * Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 * Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates * Reviews tax provisions- applies in depth knowledge of ASC 740 * Reviews prepared workpapers * Utilizes and manages Specialized Tax Services ("STS"), as needed * Tax Consulting * Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes * Considers the applicability of CTS and STS consulting specialties for each client * Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client * Serves as a technical resource * Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA"), * Provides effective assistance with exam support * Frames projects and issues for effective delegation to seniors and associates * Tax Specialization * Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits * May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists * May train and mentor managers/ seniors/associates on ASC 740 * Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits * Consistently makes suggestions as to how previous work products or approaches can be improved * May lead marketing campaigns, if applicable to role * Presents complex strategies to clients and prospective clients * Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740 * Other duties as required Supervisory Responsibilities: * Supervises Associates and Senior Associates on all projects * Reviews work prepared by Associates and Senior Associates and provide review comments * Trains Associates and Seniors how to use all current software tools * Acts as a Career Advisor to Associates and Senior Associates * Schedules and manages workload of Associates and Senior Associates * Provides verbal and written performance feedback to Associates and Senior Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree in Accounting or Taxation, required * Masters degree in Accounting or Taxation, preferred Experience: * Five (5) or more years of prior experience, required * Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required * Supervisory experience, required * Multinational client experience, preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required Software: * Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, required * Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred Other Knowledge, Skills & Abilities: * Superior verbal and written communication skills * Ability to effectively delegate work as needed * Strong analytical, research and critical thinking skills as well as decision-making skills * Ability to work well in a team environment * Able to develop and manage a team of tax professionals * Ability to compose written tax advice * Ability to effectively develop and maintain client relationships * Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $102,300 - $150,000 Colorado Range: $115,000 - $135,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $160,000 Washington Range: $86,000 - $115,000 Washington DC Range: $120,000 - $140,000

The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals Applying auditing theory to various client situations Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Methodology: Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of BDO work papers Ensuring assigned work is performed in accordance with BDO methodology and requirements Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Other duties as required: Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's in Accountancy, preferred Experience: One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required License/Certifications: Eligible to sit for the CPA exams upon starting employment required and actively pursuing completion of the exams, required CPA, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company Ability and willingness to travel, as needed Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc) Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Ability to of work in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $83,000 - $90,000 Cleveland, Ohio Range: $70,000 - $78,000 Colorado Range: $75,000 - $80,000 Illinois Range: $76,000 - $82,000 Maryland Range: $72,000 - $78,000 Minnesota Range: $70,000 - $74,000 NYC/Long Island/Westchester Range: $75,000 - $80,000 New Jersey Range: $76,500 - $83,000 Washington Range: $80,000 - $85,000

An Assurance Experienced Senior, IS Assurance is responsible for planning of IS audit process and completion of testing and analysis of client software systems. In this role, the Assurance Experienced Senior, IS Assurance will be charged with documenting and testing general controls in a wide range of technology environments to analyze system security and access controls, backup recovery procedures and IS organization and administration practices. Job Duties: Documents and tests application and automated controls on a wide range of software application packages Prepares audit reports and recommendations associated with IS audit work performed Identifies opportunities to utilize computer assisted audit techniques (CAATs) and managing the implementation of those techniques, as appropriate Participates in the review of internal controls based on Sarbanes-Oxley Act requirements Communicates to the client areas to strengthen controls, mitigate risks and/or increase efficiency Identifies key risks and assesses their impact and likeliness of occurrence Recognizes technical concerns or issues and communicates those concerns with IS Assurance management Plans and executes the IS audit work on assigned engagements Develops and maintains relationships with client personnel and management Conducts client interviews to obtain relevant information for non-complex clients Performs walkthroughs of client controls Documents controls, tests performed and results Prepares workpapers in the required format Applies IS audit principles and guidelines to non-complex client environment Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of IS Assurance Associates on assigned engagements and reviews work product Ensures IS Assurance Associates are trained on all relevant IS Assurance software and resources Delivers periodic performance feedback and completes performance evaluations for IS Assurance Associates Acts as mentor to IS Assurance Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Computer Science, or Information Systems, required Masters in Information Systems or other relevant advanced degree, preferred Experience: Four (4) or more years of experience of information systems and operational auditing experience, required One (1) or more years of supervisory experience, required Prior experience working within a public accounting and internal auditing environment, preferred Prior experience performing general and application control reviews, preferred License/Certifications: CPA, CISA, CISSP and/or CFE certification, preferred Software: Proficient in the use of Microsoft Office Suite, preferred Exposure to various industry ERP applications, highly preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and basic research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Able to effectively manage a team of professionals and delegate work assignments as needed Build and maintain strong relationships with client personnel Ability to successfully interact with professionals at all levels Intermediate knowledge of internal controls Ability to travel up to 30% Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $95,000 - $130,000 Illinois Range: $82,000 - $95,000 NYC/Long Island/Westchester Range: $95,000 - $130,000

The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. Additionally, the Assurance Senior Manager is a critical part of the offices / region's Assurance leadership team and will be involved in the direct supervision, problem resolution and delegation stages of the overall audit. Job Duties: Control Environment: Applies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures Applies an advanced understanding of objectives and components of the overall control environment and organization, and supervisory controls Validates and assesses effectiveness of internal control over financial reporting Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures Identify and delegates functions of the audit to the auditor in charge as deemed appropriate Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work Provide on-the-job-training to the engagement staff during audit field work GAAP: Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles Identifies and consults with clients on the impact of new accounting pronouncements Presents and discusses alternative application of generally accepted accounting principles and arguments for/against such alternatives Drafts complex financial statements and related footnote disclosures and effectively communicates these to client Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed SEC and PCAOB: Applies advanced knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles Reviews SEC filings, including MD&A, financial statements and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy and compliance with Firm and professional guidelines Reviews Section 404 internal control audit work to ensure their completeness and compliance with Firm and professional guidelines Ensures compliance with engagement independence requirements and consults internally as needed GAAS: Applies advanced knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement Applies advanced knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work Provides guidance to others and affirms conclusions made by others Communicates matters required to be reported to the Audit Committee/Board and those charged with governance Applies the use of efficiency tools such as statistical sampling, CAATS, etc. Methodology: Applies advanced knowledge and application of BDO standards, policies and technology that guide effective and efficient delivery of quality services and products Conducts detailed review to assure audit is completed in accordance with assurance manual standards Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness Recommends appropriate outcomes to critical issues Initiates and prepares client acceptance/retention procedures where appropriate Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines Executes proper BDO methodology including but not limited to proper archiving procedures Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information Defines methodology to conduct research projects and completes in a timely manner Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriate research Prepares memo supporting research/conclusions and consults with others if appropriate Presents issues to RTD or concurring reviewer effectively and accurately Other duties as required Supervisory Responsibilities: Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients Supervision of managers, associates, and senior associates on all projects Review work prepared by managers, associates and senior associates and provide review comments Act as a Career Advisor to associates and senior associates Schedule and manage workload of associates and senior associates Provide verbal and written performance feedback to associates and senior associates Teach/coach managers, seniors, and associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred Master's degree in Accountancy, preferred Experience: Seven (7) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior significant supervisory experience, required Industry expertise in one or more assurance specialty, preferred License/Certifications: Active licensed US CPA, recognized active International Equivalent or unique qualification as defined by BDO's Assurance Licensing Policy, required If active international equivalent or unique qualifications, required to obtain an active US CPA license within approved timeframe as defined by firm licensing requirement guidelines Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Ability to demonstrate strong leadership skills and be a role model to managers and staff Advanced GAAP and GAAS knowledge Sound working knowledge of SEC and PCAOB rules Possess proven excellent verbal and written communication skills Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients Possess excellent client development/relationship-building skills Possess excellent decision-making skills Ability to substantially take charge of entire simple engagement Ability to resolve complex accounting issues Ability to be responsible for business development and marketing Has knowledge of and can promote the use of all BDO client service specialties/offerings, including BDO International and the BDO Alliance Ability to be responsible for engagement profitability, including billings and collections, and maintaining engagement team focus on productivity and efficiency Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $150,000 - $205,000 Cleveland, Ohio Range: $120,000 - $165,000 Colorado Range: $120,000 - $170,000 Illinois Range: $125,000 - $190,000 Maryland Range: $150,000 - $190,000 Massachusetts Range: $130,000 - $150,000 Minnesota Range: $120,000 - $145,000 New Jersey Range: $130,000 - $190,000 NYC/Long Island/Westchester Range: $145,000 - $190,000 Washington Range: $125,000 - $155,000 Washington DC Range: $160,000 - $190,000

We believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries - including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special. MGO is a top 50 CPA and advisory firm of 700+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting. Summary: As a Senior Financial Analyst, you will play a vital role in ensuring the financial success and strategic growth of our organization. Your expertise in financial analysis, budgeting, and strategic planning will be instrumental in driving profitability, optimizing resource allocation, and supporting decision-making processes. Reporting to the Director of Financial Planning and Analysis (FP&A), you will work with 2 other team members within FP&A as well as collaborate closely with the firm's finance and accounting teams, operations department heads, and senior leadership to provide actionable insights and recommendations. This is a hybrid role based out of our Sacramento and or Walnut Creek offices. Core Responsibilities: · Financial Analysis and Performance Tracking · Budgeting and Resource Planning · Reporting and Stakeholder Communication Essential Functions: · Act as a team lead to arrange resources for various projects within and outside of the department on an on-going basis · Conduct comprehensive financial analysis of engagement performance and revenue streams to identify trends, risks, and opportunities. · Analyze key performance indicators (KPIs) such as billable hours, utilization rates, and engagement margins to assess operational efficiency and profitability. · Develop financial models and forecasts to support project planning, resource allocation, and budgeting processes. · Assist in the development of annual budgets and mid- to long-term financial plans for business units and internal operations · Collaborate with service line leaders and department heads to establish operating budgets, monitor spending, and track against financial targets. · Provide insights and recommendations to optimize resource allocation, staffing levels, and project profitability. · Prepare regular financial reports and presentations for senior management, board meetings, and other stakeholders. · Communicate financial insights and performance metrics in a clear and concise manner, highlighting key drivers and areas for improvement. · Collaborate with cross-functional teams to gather relevant data, ensure accuracy of financial reporting, and facilitate decision-making processes. Minimum Qualifications: · Bachelor's degree in Finance, Accounting, Economics, or related field; Master's degree or professional certification (e.g., CFA, CPA) preferred. · 8-10 years of experience as a financial analyst or consultant, preferably in a professional services firm, with a focus on financial planning and analysis (FP&A). · Strong understanding of professional services industry dynamics, including project-based revenue recognition, pricing strategies, and resource management. · Experience with working with large amounts of data, using various analytical and visualization tools, including, but not limited to Power BI, Tableau, Power Pivot, etc. Experience with SQL desired · Advanced proficiency in financial modeling, enterprise resource planning (ERP) systems. Experience with budgeting/planning systems such as Workday Adaptive Planning and Anaplanis required. · General understanding of GAAP accounting. · Excellent communication and presentation skills, with the ability to convey complex financial concepts to diverse audiences. · Strategic mindset with the ability to think analytically, identify opportunities, and develop actionable recommendations. · Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment. · Collaborative team player with the ability to build relationships and influence stakeholders at all levels of the organization. Success Factors: · 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 and privileged internal information strictly confidential. · Must have excellent interpersonal skills and customer service skills. 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 to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients. Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond. Salary range: $95,000 - $130,000

BDO is a global leader in professional services, offering innovative solutions in accounting, tax, and advisory services. BDO's Healthcare Management Consulting team partners with healthcare organizations to provide a strong combination of strategy, operations management, and digital solutions focused on helping provider organizations improve their ability to deliver high quality care, enhance the patient experience, and drive financial improvement. The Business Development Director - Healthcare Consulting is responsible for driving growth and expanding BDO's footprint within the healthcare sector. This senior role focuses on identifying new business opportunities, cultivating strategic relationships, and collaborating with consulting teams to deliver tailored solutions to healthcare organizations. Job Duties: Develops and executes business development strategies to grow BDO's healthcare consulting practice. Proactively identifies and engages potential clients through networking, cold calling, targeted email outreach, social selling, and prospecting of new opportunities Conducts market research to identify trends, competitive positioning, and emerging opportunities Qualifies leads by assessing their needs, decision-making processes, and alignment with BDO's solutions Delivers presentations and ongoing thought leadership to clients and prospects Represents BDO at conferences and webinars to expand market prominence, professional networks and promote service offerings Develops and implements account and pursuit plans to strategically grow key relationships Manages the sales pipeline, track deal progression, and maintain accurate CRM records Leads account management efforts to ensure client satisfaction and retention Tracks sales metrics to ensure sales targets are met or exceeded Other duties as required Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required; focus in Business, Healthcare Administration, or related field, preferred Advanced degree, preferred Experience: Seven (7) years of business development experience, required; experience in healthcare consulting, professional services, or related industry, preferred Experience leading cross-functional teams and collaborating in a matrixed environment, preferred Software: Proficient in the use of Microsoft Office Suite, required Experience with client relationship management (CRM), required Microsoft Dynamics, preferred Other Knowledge, Skills & Abilities: Ability to generate new business opportunities and manage complex sales cycles Deep understanding of healthcare industry dynamics, regulations, and stakeholder needs Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development Exceptional communication, negotiation, and relationship-building skills Proficiency with CRM systems and business development tools Ability to travel as needed for client meetings and industry events Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $180,000 Maryland Range: $150,000 - $180,000 NYC/Long Island/Westchester Range: $150,000 - $180,000

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. Look no further! MGO is looking to add Interns! Within the MGO Internship positions, you have the opportunity to try your hand at Assurance, Tax, Client Accounting Services and many other service lines MGO has to offer. Starting off this position would be performing day-to-day professional services functions for clients. Core Responsibilities: * Complete assigned tasks/jobs• Learn the growth process (identify and communicate growth)• Assist with in office scanning• Collaborate and communicate with client and team members in a professional manner Minimum Qualifications: * Pursuing an undergraduate or master's degree in accounting or equivalent experience in accounting with sufficient course work to achieve CPA certification• Proficient in MS Office applications• Good written and verbal communication skills • Ability to work a minimum 20 hours per week, options to extend internships into school semesters may be available Success Factors: * 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. 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 marketplace, but in the lives of our clients and team members. That's why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you're not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive. Want to learn more? Complete an application and so our team can reach out to you directly!

Title: Experienced Associate, Tax Under supervision, the Experienced Associate performs intermediate level accounting functions related to tax specifications. You will be responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual work papers and working with tax software applications to complete tax returns for review. Core Responsibilities: * Complete assigned tasks / jobs * Learn the growth process (identify and communicate growth) * Identify and help solve engagement (job) technical issues, anomalies, non-routine items * Collaborate and communicate with client and team members in a professional manner * Actively sit and pass CPA examination Essential Functions: * Works with the tax team to prepare and learn to review tax returns. * Provides timely, high quality client service that meets or exceeds client expectations. * Recognizes and informs senior management of opportunities to increase level and types of services to clients. * Ensures professional development through ongoing education and obtaining additional certifications as appropriate. * Handles routine client tax questions, and works with clients to collect necessary information for tax return completion and compliance. * Stays informed about Firm capabilities other than tax compliance area, and promotes these activities to clients when appropriate. * Completes research and special projects as needed. Nonessential Functions: * Performs other duties as assigned from time to time by Seniors, Managers, or Partners. Supervisory Responsibilities: N/A Conditions: * Overtime during busy season. * Minimal Hazards. Minimum Qualifications: * Bachelor's degree with a major in accounting or related field required * CPA preferred. If not a CPA, must meet educational requirements to sit for the CPA exam as outlined by the Board of Accountancy in the state of your preferred office location * Minimum of 1 year of related experience * Previous experience in a public accounting firm preferred * Excellent customer service skills (internal and external) * 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) Success Factors: * 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. Salary: $75,000 - $90,000

The Manager, Data Risk & Security (DRS) will be responsible for supervising a team of RAS professionals in the review, documentation, evaluation and testing of general controls in a wide range of technology environments to analyze system security and access controls, backup recovery procedures and IS organization and administration practices. Additionally, the role will be charged with managing all aspects of an IT internal audit, IT SOX or consulting engagement to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client risks. The Manager, Data Risk & Security will also be responsible for providing suggestions to improve the IT internal controls and procedures of assigned clients. Job Duties: Documents and tests application and automated controls on a wide range of software application packages Prepares audit reports and recommendations associated with audit work performed Identifies opportunities to utilize automation and AI and manages the implementation of those techniques, as appropriate Participates in the review of IT internal controls based on Sarbanes-Oxley Act requirements Communicates to the client areas to strengthen controls, mitigate risks and/or increase efficiency Identifies key technology and data risks and assesses their impact and likeliness of occurrence Establishes engagement budget, makes pricing scope changes and prepares billings Utilizes research tools, databases and trade publications to develop understanding of client's industry Manages SAP controls Prepares formal and informal presentations for client meetings Participates in marketing and business development activities within practice Completes research and draft proposals and reports Recognizes technical concerns or issues and communicates those concerns with internal and client management Plans and executes the audit work on assigned engagements Recognizes and validates relevant technical issues and brings them to the attention of client management Reviews the work product of staff Ensures technology is appropriately integrated into the audit process Acts as primary client contact for all questions and issues Communicates suggested improvements to processes, controls and risk management capabilities to client management and audit committees Analyzes the client's processes, risk and controls Develops and maintains relationships with client personnel and management Documents controls, tests performed and results Administers project plans Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of DRS Senior Associates and Associates on assigned engagements and reviews work product Ensures DRS Senior Associates and Associates are trained on all relevant software Evaluates the performance of DRS Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for DRS Senior Associates and Associates Acts as mentor to DRS Senior Associates and Associates, as appropriate May act as a Career Advisor to Associates or Senior Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree in Accounting, Finance, Management Information Systems, or Business Intelligence, required MBA or other relevant advanced degree, preferred Experience: Six (6) or more years of experience within a public accounting firm or Fortune 1000 company performing IT Sarbanes-Oxley, IT internal audit, consulting or risk services as a Technology Subject Matter Expert, required Two (2) or more years of supervisory experience, required Prior experience performing systems audits and audits of application controls, required Prior experience with IT internal controls including flowcharts, documentation and testing of controls, required Prior experience conducting IT audit planning, developing audit programs, performing testing and preparing work papers, required Prior experience performing audits within a public accounting environment, preferred License/Certifications: Certificate of Internal Auditor (“CIA”), Certified Information System Auditor (“CISA”), Certified Information Systems Security Professional (CISSP), or equivalent certifications, required Software: Experience in the use of various assurance applications and research tools as is appropriate for this level, required Exposure to industry software such as PeopleSoft, SAP, Oracle or other ERP application software packages, highly preferred Experience with R and/or Python programming language, and other AI or automation tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Solid understanding planning and coordinating the stages to perform an audit Knowledge of internal accounting controls and professional standards and regulations Strong verbal and written communication skills, specifically business / report writing Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Capable of working in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Solid grasp of general IT control concepts Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients Capable of resolving complex business issues Build and maintain strong relationships with internal and client personnel Travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $120,000 - $145,000 Maryland Range: $120,000 - $145,000 NYC/Long Island/Westchester Range: $120,000 - $145,000

Please apply to this requisition to be considered for future experienced opportunities with BDO, USA. you apply to in the future.

The Office Administrator is responsible for the overall management of the office administrative activities, including general administrative policies and procedures. This position executes decisions of the Firm, works with principals and business line leaders, and serves as the liaison between principals, staff, the local office and other offices within the Firm. The Office Administrator is charged with making all decisions regarding administrative issues within the location(s). The work associated with this position is performed onsite at one or more BDO offices. Job Duties: Manages day-to-day operations of the facility, ensuring proper office functioning and maintaining relationships with local vendors and property management to resolve issues Completes annual office budgets and monitor expenditures to ensure compliance with budget Drives consistency by understanding and championing systems and processes for business lines, providing guidance to other offices, and partnering with National Real Estate for space management and logistics Implements training programs for administrative staff, coordinates local purchasing and inventory control, and provides support to business lines as a primary or backup resource Welcomes new employees, assists with onboarding processes, and partners with various teams to manage administrative support for activities such as events, proposals, and presentations Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload and oversight of administrative team members Evaluates the performance of direct and indirect reports, provides performance feedback, as appropriate, and assists in the development of goals and objectives to enhance their professional development Ensures administrative team members are trained on all relevant software, resources, and processes Qualifications, Knowledge, Skills and Abilities: Education: High school diploma, GED, or equivalent, required Bachelor's degree, preferred Experience: Two (2) or more years of management experience or five (5) or more years of administrative experience, required Experience in a professional services firm, preferred Prior project management experience, preferred Prior administrative experience, preferred Software: Proficiency in Microsoft Office Suite, required PeopleSoft, Oracle, or comparable enterprise resource planning (ERP) software experience, preferred Adobe Acrobat experience, preferred Other Knowledge, Skills & Abilities: Committed to working onsite at one or more BDO offices Superior written and verbal communication skills, including advanced knowledge of current grammar and punctuation standards allowing for proactive and successful interaction with various levels of management and firm personnel Solid judgment and reasoning skills Strong critical thinking skills to assess situations, apply knowledge and best practices to resolve issues Strong management and delegation skills to effectively lead and direct administrative team Ability to maintain a professional demeanor and level of patience when dealing with difficult situations Ability to work in a deadline-driven environment while handling multiple projects and tasks simultaneously with a focus on details Capable of successfully multi-tasking while working independently or within a group environment Ability to conduct meetings, deliver presentations and speak in front of groups Ability to demonstrate support for Firm goals, objectives and initiatives Ability to have a proactive approach to problem-solving by providing effective solutions Ability to generate and produce various reporting in software systems Ability to manage high confidentiality information Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $77,000 - $128,000 Colorado Range: $75,000 - $90,000 Maryland Range: $90,000 - $115,000 Minnesota Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $95,000 - $120,000 Washington Range: $85,000 - $95,000

Tax Senior Manager The Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Senior Manager will be critical member of the office leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Core Responsibilities: * Leading Managing and Holding People Accountable (LMA) * Understands and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.) * Manage the engagement (job) project management, billing, ensures QC (technical) standards * Takes care of the client (meets deadlines, timely communication) * Develops engagement team (prepares seniors to the next level) Essential Functions: * Interacts closely with clients to provide innovative tax planning, consulting, and compliance expertise. * Plans, executes and monitors multiple client service teams, including budgets and production goals. * Manages federal, state and local tax audits. * Provides primary and secondary review of complex tax returns. * Supervises, trains, develops and coaches staff and senior associates. * Builds new and existing client relationships and demonstrates basic knowledge of client's businesses. * Researches and documents tax technical issues. Nonessential Functions: * Performs other duties as assigned Supervisory Responsibilities: Yes Conditions: * Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business * Overnight travel is required approximately 10% of time. Minimum Qualifications: * Bachelors degree in Accounting or other relevant field required * Masters degree in Accounting beneficial, masters degree in taxation preferred * Six (6) or more years of prior experience or five (5) years with a masters degree in a relevant field * Prior supervisory experience required * Licensed CPA required or J.D., LL.M, or EA required * Possession of other professional degrees or certifications applicable to role beneficial * Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat * Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers * Superior verbal and written communication skills * Ability to effectively delegate work as needed * Strong analytical, research and critical thinking skills as well as decision-making skills * Capacity to work well in a team environment * Capable of developing and managing a team of tax professionals * Capable of effectively developing and maintaining client relationships * Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Success Factors: * 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. This does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this . Management has the right to revise this at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. Salary Range: $155,000 - $175,000

AUDIT ASSOCIATE The Opportunity PKF San Diego, a full-service CPA firm with 45 employees, is seeking to fill the position for an Audit Associate to join our growing team. This experienced individual will have the opportunity to work on audits and reviews of private and public companies, in addition to employee benefit plans of various sizes and industries. As an audit associate you will work directly with partners, collaborate with other audit staff, and communicate directly with clients. Required fieldwork will be mostly local, with the rare occasion of out-of-town travel. This is a great opportunity for someone looking to work with a tight-knit team and contribute to the growth and success of our firm. The ideal AUDIT ASSOCIATE will be a problem solver, quick-thinker, excited and willing to learn new skills, take on new challenges, and must possess a growth mindset. This is a great opportunity for an experienced professional looking to bring their skills to a supportive team. What You'll Do Participates in client engagement meetings to determine timelines and objectives of an audit. Performs audit, review, and compilation procedures for clients. Analyzes and prepares trial balances, complex financial statements and audit reports using audit software programs, Word, and Excel. Assists with financial analysis upon completion of fieldwork in an effort to improve client internal controls and accounting procedures. Assists in proofing financial statements and other accounting documents. Maintains awareness of general business trends and issues and applies that knowledge to client issues and solutions. Performs field work at client locations as necessary. Attends training seminars, professional development, and networking events. Your Skills + Experience Bachelor's (or advanced) degree in accounting. 1-2 years of audit experience in a public accounting firm. Basic understanding of U.S. GAAP and GAAS. Strong verbal and written communication skills. Strong work ethic and desire to learn. Ability to work both independently and as part of a team. Experienced with Excel and Word. Have or are working toward CPA certification. Additional Details Full time - In Office site is in Mission Valley, CA; Hybrid option available. Compensation $70,000 - $90,000 based on experience and qualifications Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k plus matching) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off and Company-wide Holidays Firm-sponsored activities (e.g. baseball & soccer games, holiday party, community service, etc.) Discretionary alternative work schedule in the summer Mentorship program Performance bonus program CPE and CPA renewal fees paid for Discounted rates for CPA review courses Bonus upon passing all four sections of CPA exam About PKF San Diego, LLP PKF San Diego, LLP is a full-service, public accounting firm, providing audit, tax, and consulting services to our clients. We are located in the Mission Valley area of San Diego and service companies throughout Southern California. We are a friendly, tight-knit team led by partners with decades of experience who work closely with our clients and employees. We prize our ability to build relationships with our clients, add value to their companies, and develop our team members. We are proud to be a recipient of a 2024 Best Places to Work distinction from the San Diego Business Journal, our 2 nd in consecutive years.

Director - Valuation Services At MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries - including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special. MGO is a top 50 CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting. Summary: The Director of Valuation Services will help lead our valuation services practice, overseeing the execution and management of complex valuation projects. This role involves developing client relationships, providing strategic guidance, and ensuring high-quality deliverables while collaborating with various teams across the firm. Key Responsibilities: Lead and manage valuation engagements for financial reporting, tax compliance, litigation support, and transaction advisory. Oversee the preparation of valuation models, reports, and presentations. Review and ensure the accuracy and quality of all deliverables. Provide technical guidance on valuation methodologies (DCF, market comps, precedent transactions, etc.). Collaborate with audit, tax, and advisory teams to support cross-functional client needs. Develop and maintain strong client relationships; participate in business development and proposal efforts. Mentor and train junior staff and managers; foster a culture of continuous learning and excellence. Stay current on industry trends, regulatory changes, and valuation standards (e.g., ASC 820, ASC 805, IRS guidelines). Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred). CPA, ABV, CVA, ASA, or CFA designation required (multiple preferred). 10+ years of experience in business valuation, preferably within a public accounting or consulting firm. Proven leadership and project management skills. Strong analytical, communication, and presentation abilities. Proficiency in Excel, PowerPoint, and valuation software (e.g., PitchBook, Capital IQ, Bloomberg). Preferred Attributes: Experience with valuations for M&A, private equity, or venture-backed companies. Familiarity with international valuation standards (IVS) and global reporting requirements. Ability to manage multiple priorities in a fast-paced environment. Working Conditions: Heavy sitting for extended periods in front of a computer Overnight travel may be necessary Minimal Hazards Success Factors: 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. 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 to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy, and your ideas to build a meaningful experience for yourself and our clients. Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance. Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond. Salary Range: $180,000 - $250,000 + Bonus.

The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment: Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team Making constructive suggestions to improve client internal controls and accounting procedures Documenting and validating the operating effectiveness of the clients' internal control system GAAP: Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: Providing support of conclusions with authoritative literature Drafting basic sets of financial statements with disclosures Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS: Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals Applying auditing theory to various client situations Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence Contributing ideas/opinions to the engagement teams Methodology: Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: Completing all appropriate documentation of BDO work papers Ensuring assigned work is performed in accordance with BDO methodology and requirements Research: Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently Other duties as required: Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's in Accountancy, preferred Experience: One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required License/Certifications: Eligible to sit for the CPA exams upon starting employment required and actively pursuing completion of the exams, required CPA, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company Ability and willingness to travel, as needed Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc) Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm Ability to successfully multi-task while working independently and within a group environment Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions Ability to of work in a demanding, deadline driven environment with a focus on details and accuracy Solid project management skills Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $83,000 - $90,000 Colorado Range: $75,000 - $80,000 Illinois Range: $76,000 - $82,000 Maryland Range: $72,000 - $78,000 Minnesota Range: $70,000 - $74,000 NYC/Long Island/Westchester Range: $75,000 - $80,000 New Jersey Range: $76,500 - $83,000 Ohio Range: $70,000 - $78,000 Washington Range: $80,000 - $85,000

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. Look no further! MGO is looking to add Interns! Within the MGO Internship positions, you have the opportunity to try your hand at Assurance, Tax, Client Accounting Services and many other service lines MGO has to offer. Starting off this position would be performing day-to-day professional services functions for clients. In Office San Rafael position 20-30 hours a week. Core Responsibilities: • Complete assigned tasks/jobs • Learn the growth process (identify and communicate growth) • Assist with in office scanning • Collaborate and communicate with client and team members in a professional manner Minimum Qualifications: • Pursuing an undergraduate or master's degree in accounting or equivalent experience in accounting with sufficient course work to achieve CPA certification • Proficient in MS Office applications • Good written and verbal communication skills • Ability to work a minimum 20 hours per week, options to extend internships into school semesters may be available Success Factors: • 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. Compensation $30.00 Hourly 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 marketplace, but in the lives of our clients and team members. That's why we value characteristics like teamwork, communication, creativity, and leadership when building our teams. We are growing fast and new opportunities emerge every day. If you're not afraid of pushing the status quo, MGO offers a supportive setting where you can take control of your career while still enjoying the mentorship to develop new skills in an environment where you thrive. Want to learn more? Complete an application and so our team can reach out to you directly!