Administrative Assistant

It’s people like you that make us great!
 

Our people are our future – we provide the venue for individuals who have the desire and drive to grow as leaders in the accounting industry. As a valued member of the team, you will be heard, respected and rewarded.  

Tell me more 

Yeo & Yeo CPAs & Business Consultants is a leading accounting firm in Michigan, and among the Best & Brightest Places to Work. Since 1923, our industry-specialized accountants and consultants have provided clients with forward-thinking, comprehensive solutions in accounting, audit, tax, technology, consulting and more. To learn about Yeo & Yeo, visit yeoandyeo.com.  

What’s the job? 

Administrative Assistants are responsible for providing a high level of client service and organizational support to Principals.  This position’s responsibilities include managing calendars, meetings and event arrangements, processing client engagements and client relations. 

Qualifications 

• 2+ years’ experience in public accounting or other professional services office setting
• Exposure in a technical, detail oriented and paperless setting
• Notary Public preferred

Technical Abilities 

• 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
• Proficient in numerous software programs:
  • MS office; including Excel, MS Word, Outlook, Lync and PowerPoint
  • Ability to operate in a paperless environment, scanning and routing required
• 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
   

Personal Development 

• 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

Teamwork 

• Ability to work in a team and take direction from multiple m