Administrative Assistant

Yeo & Yeo•Saginaw, MI

12d•Onsite

About The Position

Yeo & Yeo is a leading Michigan-based accounting and advisory firm offering a full range of business consulting, assurance, tax, technology, and wealth management solutions. We help our clients navigate their challenges, discover new opportunities, and achieve their business and individual goals. Seeing their success – and being a part of it—makes for a great workday. When it comes to delivering outstanding business solutions, only the best people make that happen. With over 200 professionals across our family of Yeo & Yeo companies, you join a diverse team of passionate, forward-thinking people collectively working together to positively impact our clients and our communities.

Requirements

2+ years’ experience in public accounting or other professional services office setting
Exposure in a technical, detail oriented and paperless setting
Proficient in numerous software programs: MS office; including Excel, MS Word, Outlook, and PowerPoint, Adobe
Ability to operate in a paperless environment, scanning and routing required
Communicate effectively in a variety of professional situations
Participate actively in all on-the-job and formal learning and development opportunities to understand role and responsibilities
Ability to accept and adjust to changing priorities and circumstances
Possess excellent decision-making ability
Ability to deal sensitively with confidential material
Outstanding verbal and written communication skills
Excellent interpersonal skills
Proficient knowledge and use of office technology and equipment
Honesty and integrity
Ability to work in a team and take direction from multiple managers
Take charge and action-oriented and persist until the task or job is completed
Must have smart phone that can be used to dual authenticate login credentials at work

Nice To Haves

Notary Public preferred
Interest in community involvement

Responsibilities

Managing calendars, meetings and event arrangements
Processing client engagements and client relations
Coordinate administrative and operational functions for the team including managing calendars, taking phone calls, scheduling appointments and processing mail
Provide outstanding client service through meetings, communication (via phone, email or in person), troubleshooting client questions and concerns, providing timely follow up and obtaining client signatures and approval
Manage projects including planning and coordinating presentations, disseminating information and organizing company events
Maintain client records including edits, updates and new client set up
Provide quality control and tracking for client facing documents and ensure client confidentiality
Manage the client engagement letter including distribution, tracking signatures, continual follow up and scanning
Provide support for CPA’s including processing of client tax returns and financial statements
Scan and assemble W-2s, 1099, 1095’s, tax returns, 8879’s, notices, statements and additional documents
Assist in electronic filing of tax returns, acknowledgements and rejections; following up on pending e-file, transmission of tax returns and wrap up upon acceptance of return
Assist the team with monthly billing procedures, reporting, accounts receivable and collections
Maintain supplies including monitoring inventory and re-ordering
Maintain the office environment
Provide administrative support as well as back up functions for administrative colleagues throughout the firm as needed including phone coverage as well as sorting and process mail
Understand and stay current on new technology
Incorporate new techniques and ensure minimal disruptions to productivity