Tax Assistant (February 2025)

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 and supports your professional growth.

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. Yeo & Yeo affiliates include Yeo & Yeo Medical Billing & Consulting and Yeo & Yeo Technology.  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 great workday.

When it comes to delivering outstanding business solutions, 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 collectively working together to positively impact our clients and our communities.

Learn more at yeoandyeo.com.

Timeline of the job?

The tax assistant is a seasonal position that will begin the week of February 10, 2025, and end approximately April 4, 2025. This will be an in-office role.

Qualifications

• High school diploma or the equivalent, preferred.
• One + years of customer service and/or accounting experience
• Professional communication skills

Technical

• Provide prompt, first quality scanning of all documents to ensure efficient maintenance and accurate record retention
• Maximize compliance, financial reporting, and administration
• Properly prepare, scan, and file all necessary documents for completion of tax returns
• Review each document after it has been scanned to make sure the paperwork is centered, legible and all pages have been scanned before submission
• Spot check all documents to be sure the scanning machine is properly working throughout the day.
• Ensure that all documents are appropriately organized, filed following scanning
• Seek ways to improve business operations efficiencies and customer service.
• Demonstrate concern for the accuracy and quality of work, and take steps to correct mistakes and improve the overall product or process
• ACS
• Microsoft Office
• Incorporate new techniques and ensure minimal disruptions to productivity

Personal Development

• Communicate effectively in a variety of professional situations
• Present self in a manner that is consistent with the character and standards of the accounting profession
• 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 

Teamwork

• 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

Community

• Interest in community involvement