Operations Coordinator

Our firm was built on the simple principle of "experience matters". While our firm is growing, the people at M&G Partners are experience, specialized professionals, and visionary leaders. Our team strategically thinks outside teh box and addresses any challenging matters. With our combined experience we are able to provide our clients a full range of services and a superior depth of knowledge. www.mgpartnersllp.com The Operations Coordinator assists with managing daily operations of the firm and performs other Administrative tasks including preparing budgets and financial reports. ESSENTIAL FUNCTIONS Tax Administration Tax admin workflow Management Assist in conducting tax research and analysis Manage and prioritize cases depending on the complexity or urgency Workstream Configuration Assist the Tax Administrative Assistant with training, coaching, and distributing workload Responsible for the flow of tax information and documents to and from our clients and other departments within the firm New or current staff software setup Prepare budgets and actual to budget Operations Manage Operations for the Firm (Telephone, Mail) Manage Office Vendors and coordinate visits when needed Billing and Collections in CCH software, become a backup when needed Oversee Budget to actual hours per Client Manage Firm Insurance Policies Create staff profitability & Client Realization reports for the Partners Create and send Engagement letters and Disengagement Letters for clients Work with Human Resources Department regarding staff when needed Purchase office equipment, supplies and materials Oversee Office maintenance needs Renewal of Contracts and Services Out of State Payroll Tax Registration Coordination with Marketing Team Employee device management and coordination with IT department Performs other duties as assigned SUPERVISORY RESPONSIBILITIES Administrative Tax Staff Billing & Collections Team Executive Assistant PERTINENT SKILLS, ABILITIES, AND QUALITIES Displays good listening skills Has exemplary work history Able to handle self in a calm manner in stressful situations Self-directed and able to follow instructions Understands how to access resources and explore options Good observation and communication skills Shows ability to learn and use problem-solving skills Ability to work as a member of a team Demonstrates a positive attitude and flexibility REQUIREMENTS Experience with working in a Tax firm Management experience working with an Administrative team 2+ years Bachelors Degree in Business Administration or equivalent experience/training. You must be eager to work, determined to succeed, and willing to contribute in a growing environment Multitasking and organizational skills to manage many financial responsibilities, including the ability to prioritize projects to fulfill deadlines. Communication skills, including the ability to explain complex financial matters in accessible terms. Interpersonal and customer service skills for interacting with clients, suppliers, and coworkers in the accounts department Mathematics knowledge for exact record-keeping Good attention to detail to enter correct data into financial records and spot errors Ability to speak, read and write functional English Excellent written and verbal communication skills. Competency in Microsoft applications including QuickBooks, Word, Excel, and Outlook. Excellent time management skills. Must be able to multi-task and work within strict deadlines PHYSICAL REQUIREMENTS Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at a time. RECRUITERS DO NOT CONTACT Job Type: Full-time Pay: $70,000.00 - $75,000.00 per year Benefits: 401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule: 8 hour shift Monday to Friday Weekends as needed Work Location: In person