Tax & Consulting Staff Accountant (January 2025)
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 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.
Qualifications
- 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
Technical Abilities/Productivity
- 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
- Employee has a sense of urgency or promptness to achieve goals
- Be able 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).
Personal Development
- Complete CPA exam
- Develops an understanding of Firms mission and vision
- Focuses personal development on evaluation competencies with Career Advocate
- Asks for coaching and feedback from a variety of people
- Integrates others feedback into own behavior
- Whenever possible, researches and develops own answers before asking others for advice
- Seeks out learnings from past engagements and, with guidance, applies them to current and future engagements
- Effective and efficient use of time and dedication during busy season
- Successful management of firm resources
- Adheres to all company policies and procedures
Teamwork
- Develops an understanding of the team's objective and how his/her role contributes to success
- Interacts with others in a collegial, positive and respectful way
- Makes a concerted effort to get to know other team members
- Proactively seeks coaching to manage conflict and makes necessary adjustments based on feedback received and in accordance with policy and procedures
- Work with Principals and staff across multiple offices
Community
- Identifies community organizations of interest
- Begin attending community events to represent the firm
- Participates in firm sponsored events
Business Development
- Create a professional social media profile on LinkedIn
- Uses LinkedIn profile and /or preferred social media to actively engage network through company and industry updates
- Attend business development training offered through Yeo & Yeo
- Be able to intelligently speak about the firm’s mission and services
- Strives to generate additional revenue for Yeo & Yeo and its affiliates through business development
- Maintain Business Development Activity kit based on level