Tax & Consulting Staff Accountant

Accounting Tax & Consulting Portage, Michigan


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
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 – to provide every client with outstanding business solutions.  
  
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.