Tax Assistant (February 2027)

Yeo & Yeo•Kalamazoo, MI

6d•Onsite

About The Position

Yeo & Yeo is a Michigan-based accounting and advisory firm delivering comprehensive solutions in business consulting, assurance, tax, HR, technology, and wealth management. We partner with clients to solve challenges, uncover opportunities, and achieve meaningful goals. Their success is our success—and that’s what makes every day rewarding. The Tax Assistant is a seasonal position that will begin the week of February 8, 2027, and end approximately April 2, 2027. This will be an in-office role at our Kalamazoo location.

Requirements

High school diploma or the equivalent, preferred.
One + years of customer service and/or accounting experience
Professional communication skills
ACS
Microsoft Office

Responsibilities

Provide prompt, first quality scanning of all documents to ensure efficient maintenance and accurate record retention
Maximize compliance, financial reporting, and administration
Properly prepare, scan, and file all necessary documents for completion of tax returns
Review each document after it has been scanned to make sure the paperwork is centered, legible and all pages have been scanned before submission
Spot check all documents to be sure the scanning machine is properly working throughout the day.
Ensure that all documents are appropriately organized, filed following scanning
Seek ways to improve business operations efficiencies and customer service.
Demonstrate concern for the accuracy and quality of work, and take steps to correct mistakes and improve the overall product or process
Incorporate new techniques and ensure minimal disruptions to productivity
Communicate effectively in a variety of professional situations
Present self in a manner that is consistent with the character and standards of the accounting profession
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
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