Tax & Consulting Senior Accountant

Yeo & Yeo•Alma, MI

6d•Hybrid

About The Position

It’s people like you that make us great! 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. Make an Impact 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. Learn more at yeoandyeo.com.

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 at completing basic individual tax returns
Understands importance of completing tax returns and assigned tasks accurately and with efficiency
Proficient in Ultra Tax, Fixed Asset Solutions, and Advance Flow
Employee has a sense of urgency or promptness to achieve goals
Understanding of Basic Financial Statements
Become actively involved with or highly proficient in a technical niche
Proficient in tax research including knowledge of resources available
Research/problem solve on own
Be involved in client meetings
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 works to understand differences when interacting with others
Encourage junior colleagues to ask questions whenever necessary
Participate in firm sponsored events
Commit own talents and energy to one or more community organizations
Attend business development training offered through Yeo & Yeo
Actively participate in business development meetings
Identify key referral sources and work to build a professional network
Maintain Business Development Activity kit based on level

Nice To Haves

Basic understanding of QuickBooks (importing, exporting, data entry, report preparation).
Complete Dale Carnegie course or similar training

Responsibilities

Complete various entity tax returns (1120S, 1040, 1065)
Complete tax research assignments
Lead staff and complete assignments with minimal supervision
Reconcile trial balance to source documents
Create a depreciation schedule; basic understanding of 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
Assist and train staff
Review staff prepared 1040 returns
Offer accurate and effective coaching and mentoring to others
Seek out, accepts and utilizes constructive feedback
Help team members complete tasks
Manage own conflicts promptly and positively and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Use LinkedIn profile and/or preferred social media to actively engage network through company and industry updates
Be able to intelligently speak about the firm’s mission and services
Strive to generate additional business for Yeo & Yeo and its affiliates through cross selling