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Yeo & Yeo CPAs & Advisors · 13 hours ago

Administrative Assistant

Troy, Michigan

Full-time

Onsite

Entry Level

2+ years exp

Yeo & Yeo CPAs & Advisors is a leading accounting firm in Michigan, known for its commitment to providing comprehensive solutions in accounting and consulting. The Administrative Assistant will provide high-level client service and organizational support to Principals, managing calendars, meetings, and client relations.

ConsultingCrowdfundingSmall and Medium Businesses

Responsibilities

Coordinate administrative and operational functions for Principals’ including managing Principal calendars, taking phone calls, scheduling appointments and processing mail

Provide outstanding client service through meetings, communication (via phone, email or in person), troubleshooting client questions and concerns, providing timely follow up and obtaining client signatures and approval

Manage projects including planning and coordinating presentations, disseminating information and organizing company events

Maintain client records including edits, updates and new client set up

Provide quality control and tracking for client facing documents and ensure client confidentiality

Manage the client engagement letter including distribution, tracking signatures, continual follow up and scanning

Provide support for CPA’s including processing of client tax returns and financial statements

Scan and assemble W-2s, 1099, 1095’s, tax returns, 8879’s, notices, statements and additional documents

Assist in electronic filing of tax returns, acknowledgements and rejections; following up on pending e-file, transmission of tax returns and wrap up upon acceptance of return

Assist Principals with monthly billing procedures, reporting, accounts receivable and collections

Maintain payroll department supplies including monitoring inventory and re-ordering

Provide administrative support as well as back up functions for administrative colleagues throughout the firm and for the Saginaw headquarters on an as needed basis including phone coverage as well as sorting and process mail

Understand and stay current on new technology

Incorporate new techniques and ensure minimal disruptions to productivity

Must have smart phone that can be used to dual authenticate login credentials at work

Communicate effectively in a variety of professional situations

Participate actively in all on-the-job and formal learning and development opportunities to understand role and responsibilities

Ability to accept and adjust to changing priorities and circumstances

Possess excellent decision-making ability

Ability to deal sensitively with confidential material

Outstanding verbal and written communication skills

Excellent interpersonal skills

Proficient knowledge and use of office technology and equipment

Ability to work in a team and take direction from multiple managers

Take charge and action-oriented and persist until the task or job is completed

Interest in community involvement

Qualification

Public accounting experienceClient service skillsMS Office proficiencyProject managementNotary PublicCommunication skillsInterpersonal skillsDecision-making abilityTeamwork

Required

2+ years' experience in public accounting or other professional services office setting

Exposure in a technical, detail oriented and paperless setting

Coordinate administrative and operational functions for Principals' including managing Principal calendars, taking phone calls, scheduling appointments and processing mail