Lead Outsourced Accounting Specialist

Yeo & Yeo•Saginaw, MI

2d•Hybrid

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, and business consulting. 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. Career paths are not do-it-yourself at Yeo & Yeo. You will be equipped with career development and advocacy experiences, career ladder choices, support in advancing to leadership positions, and a successful integration of your personal and professional life. Applying today makes you one step closer to joining a firm of enthusiastic, driven, creative and intelligent problem solvers working together toward a common goal – to provide outstanding business solutions.

Requirements

Associates degree in Accounting or business-related field
2+ years’ experience in public accounting or other professional services office setting.
Experienced in AP, AR and payroll
Exposure in a technical, detail oriented and paperless setting
Excellent organizational, communication, and client service skills
Knowledge of MS Office; including Excel, MS Word, Outlook, and PowerPoint
Skilled at analytical problem-solving
Ability to effectively communicate in writing as appropriate for the needs of the audience
Ability to organize tasks with and attention to detail
Ability to manage time and meet deadlines
Ability to act with integrity, professionalism, and confidentiality
Ability to work in a stressful environment and handle multiple tasks with competing priorities

Nice To Haves

Experience with Practice CS and related accounting software platforms
Ability to manage multiple priorities, deadlines, and client relationships simultaneously

Responsibilities

Provide one-on-one support to specific assigned clients
Responsible for general ledger maintenance and adjustments
Process mid to high-level bank and credit card reconciliations
Prepare financial reports
Ensure consistent, high‑quality client service and timely delivery of work
Understand basic accounting principles
Process refunds, returned checks, and bad debts
Maintain client records, including edits, updates and new client set up
Process live payroll and prepare/file tax returns for clients
Submit tax payments on behalf of clients
Reconcile payroll prior to transmission and validate confirmed reports
Manage workflow to ensure all payroll transactions are processed accurately and timely
Bring projects to completion on time and within budget
Synthesize and analyze data to construct concise and clear documentation for reporting
Assist Principals with monthly billing procedures, reporting, accounts receivable and collections
Other position related duties as assigned
Growing use and knowledge of applicable firm technology, paperless systems, tools, and processes
Must be proficient in processing invoices (incoming & verifying PO's or receiving tickets), posting to vendor accounts and processing cleared checks
Perform Journal entries and month-end for AP and AR areas
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
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