Jobs · Accounting · Michigan

Tax Assistant (February 2027)

Yeo & Yeo CPAs & Advisors · Kalamazoo, MI · 1 mo ago
AccountingFull-time

About the role

The Tax Assistant is a seasonal, in-office position based at our Kalamazoo location. The role begins the week of February 8, 2027, and ends approximately April 2, 2027.

Qualifications

  • High school diploma or equivalent, preferred
  • One or more 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 and 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
  • Incorporate new techniques and ensure minimal disruptions to productivity

Skills

  • ACS
  • Microsoft Office
  • Communicate effectively in a variety of professional situations
  • Present self in a manner 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, be action-oriented, and persist until the task or job is completed
  • Interest in community involvement

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