Tax & Consulting Senior Accountant
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
- Active CPA accreditation
- Experience as a Staff Accountant in Public Accounting or equivalent experience
Technical Abilities
- 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
- 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).
- 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
- Review staff prepared 1040 returns
Personal Development
- Identifies professional goals in conjunction with strategic plan of firm
- Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan)
- Offers accurate and effective coaching and mentoring to others
- Seeks out, accepts and utilizes constructive feedback
- Actively develops expertise in particular industry group or specialty
- Complete Dale Carnegie course or similar training
Teamwork
- Understands the team's objective and how he/she contributes to success
- Works independently and as an effective team member to complete project components and assigned tasks
- Demonstrates respect toward all people and works to understand differences when interacting with others
- Encourages junior colleagues to ask questions whenever necessary
- Helps his/her team members complete tasks
- Manages own conflicts promptly and positively and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Community
- Participates in firm sponsored events
- Commits own talents and energy to one or more community organizations
Business Development
- 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
- Actively participates in business development meetings
- Be able to intelligently speak about the firm’s mission and services
- Participation in community networking opportunities through chamber or similar group
- Identify key referral sources and work to build a professional network
- Maintain Business Development Activity kit based on level
- Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling