Tax Assistant (February 2027)
Yeo & Yeo CPAs & Advisors · Alma, MI · 1 mo ago
AccountingFull-time
About the role
The Tax Assistant is a seasonal position that will begin the week of February 8, 2027, and end approximately April 2, 2027. This will be an in-office role at our Alma location.
Qualifications
- High school diploma or the equivalent, preferred
- One+ years of customer service and/or accounting experience
- Professional communication skills
Responsibilities
- 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
Skills
- ACS
- Microsoft Office
- Incorporate new techniques and ensure minimal disruptions to productivity
- 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
- 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
Benefits
- Industry-leading benefits
- Career development focus with prioritization of fostering each person's unique talents and strengths
- Team retreats and office (and Zoom) parties
- Yeo & Yeo sports teams