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Yeo & Yeo CPAs & Advisors · 2 weeks ago

Tax & Consulting Manager

Kalamazoo, MI

Full-time

Hybrid

Mid, Senior Level

Yeo & Yeo CPAs & Advisors is a leading Michigan-based accounting and advisory firm dedicated to supporting professional growth and a balanced work-life environment. The Tax & Consulting Manager is responsible for managing client assignments, delivering high-quality service, and coaching team members to meet client and personal development expectations.

ConsultingCrowdfundingSmall and Medium Businesses

No H1B

Responsibilities

Managing client assignments and projects and delivering high quality service

Coaching, advising and supporting team members in meeting client and personal development expectations

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

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

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

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

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

Qualification

Active CPA accreditationProficient in tax researchComplete complex tax returnsBachelorsMaster's in AccountingCoachingAdvisingCommunity involvementBusiness developmentTeam collaboration

Required

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