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Yeo & Yeo

Tax Assistant (February 2027)

kalamazoo, MI

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Job description

Tax Assistant

It's people like you who make us great at Yeo & Yeo, our people are the heart of everything we do. 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 that matters Yeo & Yeo is a Michigan-based accounting and advisory firm delivering comprehensive solutions in business consulting, assurance, tax, HR, technology, and wealth management. We partner with clients to solve challenges, uncover opportunities, and achieve meaningful goals. Their success is our success—and that's what makes every day rewarding. Join a purpose-driven team With more than 275 professionals across our family of companies, you'll be part of a diverse, forward-thinking team united by a shared commitment to excellence. Together, we make a difference for our clients, our communities, and each other.

Timeline of the job? 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 Kalamazoo location.

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

Benefits & perks! At Yeo & Yeo, we offer a great career with industry-leading benefits, and that's why we're repeatedly ranked among Michigan's Best Places to Work. 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! I'm in. Now what? 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.

Worksite address

kalamazoo, MI, 49006, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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