Tax and Financial Services Specialist

4 weeks ago

Midland, Michigan, United States Yeo & Yeo Full time
About Yeo & Yeo

At Yeo & Yeo, we're a people-first organization that values your contributions, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.

Our Mission

We help our clients navigate their challenges, discover new opportunities, and achieve their business and individual goals. Our team of passionate, forward-thinking professionals work together to make a positive impact.

What We're Looking For
  • A Bachelors or master's degree in Accounting or related curriculum - 150 credit hours preferred
  • Aspirations to become a CPA and develop a public accounting career
Key Responsibilities
  • Proficient at completing basic individual tax returns
  • Understands importance of completing tax returns and assigned tasks accurately and with efficiency
  • Proficient in Fixed Asset Solutions, Advance Flow, and ACS
  • 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)
Personal Development
  • Complete CPA exam
  • Develops an understanding of Firms mission and vision
  • Focuses personal development on evaluation competencies with Career Advocate
  • Asks for coaching and feedback from a variety of people
  • Integrates others feedback into own behavior
  • Whenever possible, researches and develops own answers before asking others for advice
  • Seeks out learnings from past engagements and, with guidance, applies them to current and future engagements
  • Effective and efficient use of time and dedication during busy season
  • Successful management of firm resources
  • Adheres to all company policies and procedures
Teamwork
  • Develops an understanding of the team's objective and how his/her role contributes to success
  • Interacts with others in a collegial, positive, and respectful way
  • Makes a concerted effort to get to know other team members
  • Proactively seeks coaching to manage conflict and makes necessary adjustments based on feedback received and in accordance with policy and procedures
  • Work with Principals and staff across multiple offices
Community
  • Identifies community organizations of interest
  • Begin attending community events to represent the firm
  • Participates in firm-sponsored events
Business Development
  • Create a professional social media profile on LinkedIn
  • 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
  • Be able to intelligently speak about the firm's mission and services
  • Strives to generate additional revenue for Yeo & Yeo and its affiliates through business development
  • Maintain Business Development Activity kit based on level
Benefits and Perks

We offer a great career with industry-leading benefits, and that's why we're repeatedly ranked among Michigan's Best Places to Work. Some of our benefits include 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, and so much more.

We focus on developing our careers and prioritize fostering each person's unique talents and strengths. We succeed as a team when our individuals succeed. We celebrate our successes and take time to cultivate our friendships. From team retreats and office (and Zoom) parties to our Yeo & Yeo sports teams - we love what we do and having fun too.

Apply today and move one step closer to joining a firm of enthusiastic, caring, creative, and smart problem solvers working together toward a common goal - helping our clients thrive.

Interested applicants must submit their resume for consideration using our applicant tracking system. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Yeo & Yeo.

Yeo & Yeo is an Equal Opportunity Employer and maintains a drug-free workplace.

  • Tax Professional

    4 weeks ago

    Midland, Michigan, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented individual to join our team as a Tax Intern. As a Tax Intern, you will be an integral part of our Family Office, working closely with experienced CPAs, Accountants, and Financial Advisors to gain hands-on experience in tax accounting and...

  • Senior Patient Financial Services Director

    3 weeks ago

    Midland, Michigan, United States MyMichigan Health Full time

    About the RoleWe are seeking a highly skilled Senior Patient Financial Services Director to lead our Patient Accounting team at MyMichigan Health.Job SummaryThe Senior Patient Financial Services Director will be responsible for the development and implementation of new billing, admitting, reimbursement, and collection and patient policies and procedures...

  • Tax and Consulting Staff Accountant

    3 weeks ago

    Midland, Michigan, United States Yeo & Yeo Full time

    About Yeo & YeoAt Yeo & Yeo, we believe that our people are the driving force behind our success. We are a people-first organization that values your contributions, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.Our MissionWe help our clients navigate their...

  • Print Service Specialist

    4 weeks ago

    Midland, Michigan, United States Dow Full time

    About the RoleDow is seeking a highly skilled Print Service Specialist to join our team. As a Print Service Specialist, you will play a critical role in supporting the company's global print device offering.Key ResponsibilitiesProvide support for the procurement, support, asset management, and disposal of print devices in every country where our employees...

  • Radiology Specialist

    2 weeks ago

    Midland, Michigan, United States Archway Physician Recruitment Full time

    We are seeking a skilled Interventional Radiology Specialist to join our team at Archway Physician Recruitment.The ideal candidate will have completed an ACGME/AOA accredited residency training program in Diagnostic Radiology followed by an accredited fellowship training program in Vascular and Interventional Radiology.This is an excellent opportunity to...

  • Print Service Specialist

    4 weeks ago

    Midland, Michigan, United States Dow Full time

    About the RoleDow is seeking a highly skilled Print Service Specialist to join our team. As a key member of our Print Service team, you will be responsible for providing support for the company's global print device offering.Key ResponsibilitiesUnderstand client value and end-to-end costs of the service.Review client and survey feedback and help identify...

  • Interventional Radiology Specialist

    4 weeks ago

    Midland, Michigan, United States Della Infotech Full time

    As a skilled Interventional Radiology Specialist, you will provide high-quality patient care and perform procedures at a Level II Trauma center with a strong oncology service line. You will also have the opportunity to practice as an employee of a financially strong multispecialty healthcare system affiliated with the University of Michigan Health.Our...

  • Diagnostic Imaging Specialist

    6 days ago

    Midland, Michigan, United States Uniti Med Full time

    Uniti Med is currently seeking a skilled Diagnostic Imaging Specialist to join their team for a travel assignment in Midland, Michigan.About the PositionThis 13-week contract offers the opportunity to work as an MRI Technologist, providing exceptional patient care and utilizing state-of-the-art equipment.Job RequirementsExperience in MRI imaging with ARRT...

  • Financial Operations Specialist

    4 weeks ago

    Midland, Michigan, United States Spherion-Midland, Mi Full time

    h3JobDescription/h3pWeareseekingahighlyskilledBookkeepertomanagefinancialoperations,includingpayroll,bookkeeping,invoicing,taxpayments,andmonth-endreconciliationsforaconstruction-basedmanufacturingcompanyinMidlandCounty.Theidealcandidatewillhaveexcellentcustomerserviceskillsandbeabletomultitaskinafast-pacedenvironment./ppbResponsibilities:/b/pulliProcesspayr...

  • Diagnostic Imaging Specialist

    6 days ago

    Midland, Michigan, United States Ethos Medical Staffing Full time

    Ethos Medical Staffing is currently seeking a skilled Diagnostic Imaging Specialist for a 13-week travel assignment in Midland, Michigan.Job SummaryThis is an excellent opportunity to work with a reputable healthcare provider and expand your professional experience as an MRI Technologist.About the JobDuration: 13 weeksShift: 8 hours, nightsHours per week:...

  • Director of Laboratory Services

    4 weeks ago

    Midland, Michigan, United States Della Infotech Full time

    Job Summary: We are seeking a highly skilled and experienced Director of Laboratory Services to lead our laboratory department. The successful candidate will be responsible for planning, implementing, and operating the laboratory departments to meet the needs of the organization. This includes providing leadership and expertise in the management of the...

  • Proposal Specialist

    4 weeks ago

    Midland, Michigan, United States Insight Global Full time

    Job Title: Proposal Specialist/Business RepresentativeJob Summary:We are seeking a highly skilled Proposal Specialist/Business Representative to join our team at Insight Global. As a key member of our proposal team, you will be responsible for writing proposals for chemistry-focused studies in various disciplines, including consumer products, medical...

  • Server Support Specialist

    4 weeks ago

    Midland, Michigan, United States Mainstreet Ventures Full time

    Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our team as a Server Support Specialist at Gratzi Ristorante. As a key member of our front-of-house team, you will be responsible for providing exceptional service to our guests, ensuring a seamless dining experience.Key Responsibilities:Assist servers with table service...

  • Auto Care Center Service Manager

    4 weeks ago

    Midland, Michigan, United States Walmart Full time

    Job OverviewAs an Auto Care Center Service Manager at Walmart, you will be responsible for providing exceptional customer service and ensuring the highest quality of vehicle care. You will work closely with our customers to understand their needs and provide solutions that meet their expectations.Key Responsibilities* Provide exceptional customer service and...

  • Customer Service Representative

    4 weeks ago

    Midland, Michigan, United States Dow Credit Union Full time

    About Dow Credit UnionDow Credit Union is a leading financial institution that has been serving its members since 1937. With over $2.3 billion in assets and a commitment to excellence, we strive to provide our members with the best value for their money.Job SummaryWe are seeking a highly motivated and customer-focused Member Care Center/Call Center...

  • Director of Laboratory Services

    4 weeks ago

    Midland, Michigan, United States Della Infotech Full time

    Job Summary: We are seeking a highly skilled and experienced Director of Laboratory Services to lead our laboratory team. The successful candidate will have a strong background in medical laboratory science and management, with a proven track record of delivering high-quality results and improving laboratory operations. Key Responsibilities:Provide...

  • Customer Service Representative

    4 weeks ago

    Midland, Michigan, United States Jessica Mishler - State Farm Agent Full time

    Job OverviewAs a Customer Service Representative with Jessica Mishler - State Farm Agent, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences. We seek an energetic professional who thrives in a fast-paced environment and is motivated to succeed.Key ResponsibilitiesEstablish and...

  • Customer Service Representative

    4 weeks ago

    Midland, Michigan, United States Dow Credit Union Full time

    About Dow Credit UnionDow Credit Union is a leading financial institution that has been serving its members since 1937. With over $2.3 billion in assets and a commitment to excellence, we strive to provide our members with the best value for their money. Our goal is to serve our members to the best of our abilities, and we continually work to improve our...

  • Clinical Mental Health Specialist

    4 weeks ago

    Midland, Michigan, United States FCS, Inc Full time

    Job Summary: FCS, Inc is seeking a skilled Pyschological Services Provider to join our team. As a Clinical Mental Health Specialist, you will be responsible for providing high-quality mental health services to our patients. This includes diagnosing and evaluating mental and emotional disorders, as well as developing and implementing treatment plans. ...

  • Pet Care Specialist

    4 weeks ago

    Midland, Michigan, United States Feeders Pet Supply Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Pet Care Specialist to join our team at Feeders Pet Supply. As a key member of our sales team, you will be responsible for providing exceptional customer service, ensuring a positive shopping experience for our customers, and promoting our products and services.Key Responsibilities:Provide...