Administrative Assistant

Yeo & Yeo•Saginaw, MI

10d•Onsite

About The Position

Yeo & Yeo CPAs & Business Consultants is a leading accounting firm in Michigan, and among the Best & Brightest Places to Work. Since 1923, our industry-specialized accountants and consultants have provided clients with forward-thinking, comprehensive solutions in accounting, audit, tax, technology, consulting and more. Our people are our future – we provide the venue for individuals who have the desire and drive to grow as leaders in the accounting industry. As a valued member of the team, you will be heard, respected and rewarded.

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, Lync and PowerPoint
Ability to operate in a paperless environment, scanning and routing required
Understand and stay current on new technology
Incorporate new techniques and ensure minimal disruptions to productivity
Must have smart phone that can be used to dual authenticate login credentials at work
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
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

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 Principals’ including managing Principal 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 Principals with monthly billing procedures, reporting, accounts receivable and collections
Maintain payroll department supplies including monitoring inventory and re-ordering
Provide administrative support as well as back up functions for administrative colleagues throughout the firm and for the Saginaw headquarters on an as needed basis including phone coverage as well as sorting and process mail