Yeo & Yeo CPAs & Advisors · 3 hours ago
Tax & Consulting Senior Accountant
Alma, MI
Full-time
Hybrid
Senior LevelYeo & Yeo CPAs & Advisors is a leading Michigan-based accounting and advisory firm dedicated to creating a dynamic work environment. They are seeking a Senior Accountant to provide tax and consulting services, assist clients with their financial challenges, and contribute to the firm's business development efforts.
ConsultingCrowdfundingSmall and Medium Businesses
No H1B
Responsibilities
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
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
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
Participates in firm sponsored events
Commits own talents and energy to one or more community organizations
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
Qualification
Required
Bachelors or master's degree in Accounting or related curriculum
Active CPA accreditation
Experience as a Staff Accountant in Public Accounting or equivalent experience
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
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
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
Participates in firm sponsored events
Commits own talents and energy to one or more community organizations
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
Benefits
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
Company
Yeo & Yeo CPAs & Advisors
Wherever possibility needs a path. Through our family of companies, we work with you to achieve your unique goals.
Founded in 1923
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dave Youngstrom
Chief Executive Officer
John Kunitzer
Retired CEO
Company data provided by crunchbase