Operations Coordinator

$70,000 - $75,000/Yr

Mg Partners - Agoura Hills, CA

Full-time - Mid Level

Agoura Hills, CA

Construction of Buildings

About the position

The Operations Coordinator at M&G Partners, LLP plays a crucial role in managing the daily operations of the firm, ensuring efficient workflow and administrative support. This position involves overseeing tax administration, managing office operations, and coordinating with various departments to maintain smooth operations. The ideal candidate will have a strong background in administrative tasks, financial management, and team leadership, contributing to the firm's commitment to providing exceptional service to clients.

Responsibilities

• Assist with managing daily operations of the firm.
• Perform administrative tasks including preparing budgets and financial reports.
• Manage tax administration workflow and assist in conducting tax research and analysis.
• Prioritize cases based on complexity or urgency.
• Assist the Tax Administrative Assistant with training and workload distribution.
• Ensure the flow of tax information and documents to clients and departments.
• Set up software for new or current staff.
• Manage office operations including telephone and mail services.
• Coordinate visits with office vendors as needed.
• Oversee billing and collections using CCH software.
• Manage firm insurance policies and create profitability reports for partners.
• Prepare engagement and disengagement letters for clients.
• Work with Human Resources regarding staff needs.
• Purchase office equipment and supplies.
• Oversee office maintenance and contract renewals.
• Coordinate out-of-state payroll tax registration and employee device management.

Requirements

• 2+ years of experience working in a tax firm.
• Management experience with an administrative team.
• Bachelor's Degree in Business Administration or equivalent experience/training.
• Strong multitasking and organizational skills.
• Excellent communication skills to explain complex financial matters.
• Interpersonal and customer service skills for client interactions.
• Mathematics knowledge for accurate record-keeping.
• Attention to detail for data entry and error spotting.
• Proficiency in Microsoft applications including QuickBooks, Word, Excel, and Outlook.
• Excellent time management skills.

Nice-to-haves

• Experience in tax administration and financial reporting.
• Ability to work under pressure and meet strict deadlines.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k)
• Paid time off