Tax & Consulting Senior Accountant

Yeo & Yeo • Alma, MI

204d

About The Position

At Yeo & Yeo, we recognize that the champions behind our success are our people. We are a people-first organization fully committed to creating a dynamic work environment that values your contributions, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options. 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 pretty great workday. When it comes to helping our colleagues, clients and communities thrive, 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 working together to make a positive impact.

Requirements

• Bachelors or master’s degree in Accounting or related curriculum
• Active CPA accreditation
• Experience as a Staff Accountant in Public Accounting or equivalent experience
• Proficient in Ultra Tax, Fixed Asset Solutions, and Advance Flow
• Ability to research and problem solve independently
• Basic understanding of financial statements and tax return filings

Nice To Haves

• Experience with Dale Carnegie course or similar training
• Proficiency in QuickBooks
• Experience in business development and networking

Responsibilities

• Proficient at completing basic individual tax returns
• Understand the importance of completing tax returns and assigned tasks accurately and with efficiency
• Complete various entity tax returns (1120S, 1040, 1065)
• Complete a tax research assignment
• Identify 1 to 2 areas of interest in industry to specialize in tax
• Lead staff and complete assignments with minimal supervision
• Understand Basic Financial Statements
• Reconcile trial balance to source documents
• Create a depreciation schedule; understand depreciable lives and methods
• Identify required payroll tax return filings, 941, 940, W-2, 1099s and their purpose
• Reconcile payroll liabilities and prepare payroll tax return filings
• Reconcile a simple bank statement
• Basic understanding of QuickBooks (importing, exporting, data entry, report preparation)
• Become actively involved with or highly proficient in a technical niche
• Conduct tax research including knowledge of resources available
• Research/problem solve independently
• Be involved in client meetings
• Assist and train staff
• Review staff prepared 1040 returns
• Identify professional goals in conjunction with strategic plan of firm
• Develop an individual personal development plan
• Offer accurate and effective coaching and mentoring to others
• Seek out, accept and utilize constructive feedback
• Actively develop expertise in particular industry group or specialty
• Complete Dale Carnegie course or similar training
• Understand the team's objective and how he/she contributes to success
• Work independently and as an effective team member to complete project components and assigned tasks
• Demonstrate respect toward all people and work to understand differences when interacting with others
• Encourage junior colleagues to ask questions whenever necessary
• Help team members complete tasks
• Manage own conflicts promptly and positively
• Participate in firm sponsored events
• Commit talents and energy to community organizations
• Use LinkedIn profile and/or preferred social media to engage network
• Attend business development training offered through Yeo & Yeo
• Participate in business development meetings
• Speak intelligently about the firm’s mission and services
• Participate in community networking opportunities
• Identify key referral sources and build a professional network
• Maintain Business Development Activity kit based on level
• Strive to generate additional business for Yeo & Yeo and its affiliates through cross selling

Benefits

• Remote, hybrid and flexible work options
• Competitive salaries
• Generous PDO/paid holidays
• Excellent medical, dental and vision plans
• Bonuses
• Referral programs
• Life insurance
• 401(k) plan
• Award-winning CPA certification program
• Community service opportunities
• Dress for your day attire
• Continuous feedback

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees