Tax & Consulting Manager

Accounting Tax & Consulting Portage, Michigan

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Description

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 delivering outstanding business solutions, 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 collectively working together to positively impact our clients and our communities.

 Learn more at yeoandyeo.com.

 What’s the job?

Yeo & Yeo Managers in our Tax service line are responsible for managing client assignments and projects and delivering high quality service.  This includes coaching, advising and supporting team members in meeting client and personal development expectations.

 Qualifications

  • Bachelors or master’s degree in Accounting or related curriculum
  • Active CPA accreditation
  • Has demonstrated proficiency as a Senior Accountant in Public Accounting or equivalent experience

 Technical Abilities

  • 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
  • Ability to assist and train staff
  • Complete complex individual and business tax returns
  • Manage client contact
  • Actively engages as a team member in the firm
  • Takes initiative to improve processes
  • Delegate to staff
  • Participate in the presentation of staff tax level trainings
  • Review staff and senior prepared tax returns (all types) - with very limited review notes to Sr. Manager or Partner

 Personal Development

  • Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan)
  • Effectively explains firm strategic plan to others, its impact on their role, and identifies approaches for the firm to achieve its strategic goals
  • Targets industry group for own specialization and pursues applicable professional development activities
  • Develops clear understanding of career development opportunities
  • Acts as a resource and Career Advocate for other's learning and professional development
  • Helps employees identify their development gaps and apply feedback and training to improve their contribution
  • Actively seeks to develop broader perspective beyond own expertise

 Teamwork

  • Communicates the team’s objectives and ensures that all team members roles are clear
  • Proactively makes self-available to others for guidance
  • Makes time to help educate and train others and to help them resolve issues
  • Takes time to help others manage conflicts promptly and makes necessary adjustments based on feedback received and in accordance with policy and procedures
  • Tailors supervisory style according to employees past experience and work style
  • Helps team members maximize their contribution to the firm
  • Redistributes team members workloads during busy times as necessary

 Community

  • Encourages team members to be involved in community events and outreach programs
  • Take on a leadership role in community organization or event
  • Takes a leading role in firm sponsored community service events and outreach programs

 Business Development

  • Regular meetings with key referral sources
  • Present to organizations on applicable topics and industries
  • Maintain Business Development Activity kit based on level
  • Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling and business development
Benefits & Perks!
At Yeo & Yeo, we offer a great career with industry-leading benefits, and that’s why we’re repeatedly ranked among Michigan’s Best Places to Work.
Some of our benefits include 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; an award-winning CPA certification program; community service opportunities; dress for your day attire; continuous feedback and so much more.
We focus on developing our careers and prioritize fostering each person’s unique talents and strengths. We succeed as a team when our individuals succeed. We celebrate our successes and take time to cultivate our friendships. From team retreats and office (and Zoom) parties to our Yeo & Yeo sports teams – we love what we do and having fun too!
I’m in. Now what?
Apply today and move one step closer to joining a firm of enthusiastic, caring, creative and smart problem solvers working together toward a common goal – helping our clients thrive.
Interested applicants must submit their resume for consideration using our applicant tracking system. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Yeo & Yeo.
Yeo & Yeo is an Equal Opportunity Employer and maintains a drug-free workplace

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