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.
Responsibilities
- Complete CPA exam
- Develop an understanding of the firm's mission and vision
- Focus personal development on evaluation competencies with Career Advocate
- Ask for coaching and feedback from a variety of people
- Integrate others' feedback into own behavior
- Research and develop own answers before asking others for advice
- Seek out learnings from past engagements and apply them to current and future engagements
- Use time effectively and dedicate effort during busy season
- Manage firm resources successfully
- Adhere to all company policies and procedures
- Develop an understanding of the team's objectives and how their role contributes to success
- Interact with others in a collegial, positive and respectful way
- Make a concerted effort to get to know other team members
- Proactively seek coaching to manage conflict and adjust based on feedback
- Work with Principals and staff across multiple offices
- Identify community organizations of interest
- Attend community events to represent the firm
- Participate in firm-sponsored events
- Create a professional social media profile on LinkedIn
- Engage network through company and industry updates on social media
- Attend business development training offered through Yeo & Yeo
- Speak intelligently about the firm’s mission and services
- Strive to generate additional revenue for Yeo & Yeo and its affiliates through business development
- Maintain Business Development Activity kit based on level
Requirements
- Bachelors or master’s degree in Accounting or related curriculum – 150 credit hours preferred
- Aspirations to become a CPA and develop a public accounting career
- Proficient at completing basic individual tax returns
- Understands importance of completing tax returns and assigned tasks accurately and with efficiency
- Proficient in Fixed Asset Solutions, Advance Flow and ACS
- Ability to complete various entity tax returns (1120S, 1040, 1065)
- Has completed a tax research assignment
- Identify 1 to 2 areas of interest in industry to specialize in tax
- Ability to lead staff and complete assignments with minimal supervision
- Understanding of Basic Financial Statements
- Ability to reconcile trial balance to source documents
- Create a depreciation schedule; basic understanding of depreciable lives and methods
- Able to identify required payroll tax return filings, 941, 940, W-2, 1099s and their purpose
- Ability to reconcile payroll liabilities and prepare payroll tax return filings
- Ability to reconcile a simple bank statement
- Basic understanding of QuickBooks (importing, exporting, data entry, report preparation)
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
