Assurance Manager
Yeo & Yeo Job In Troy, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 pretty 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.
What's the job?
Yeo & Yeo Managers in our Assurance service line are responsible for managing client assignments and projects and delivering high quality service. This includes coaching, advising and supporting team members in meeting client and personal development expectations.
Qualifications
Bachelors or master's degree in Accounting or related curriculum
Active CPA accreditation
Has demonstrated proficiency as a Senior Accountant in Public Accounting or equivalent experience
Technical Abilities
Employee has a sense of urgency or promptness to achieve goals
Ability to complete assigned tasks accurately within budget and meet all deadlines
Provide supervision to staff and interns on audits
Run mid-large size audit from start to finish with little assistance
Review staffs work papers before partner review
Become the main client contact on the majority of your jobs
Attend and present at board presentations
Is proficient at conducting single audits
Become actively involved with or highly proficient in a technical niche
Manage client contact
Give presentations at professional conferences
Reduce the number of industries auditing to be more specialized
Participate in staff evaluation process
Personal Development
Effectively explains firm strategic plan and its impact on their role
Targets industry group for own specialization and pursues applicable professional development activities
Develops clear understanding of career development opportunities
Acts as a resource and Career Advocate for other's learning and professional development
Helps employees identify their development gaps and apply feedback and training to improve their contribution
Actively seeks to develop broader perspective beyond own expertise
Teamwork
Communicates the teams objectives and ensures that all team members roles are clear
Proactively makes self-available to others for guidance
Makes time to help educate and train others and to help them resolve issues
Takes time to help others manage conflicts promptly and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Tailors supervisory style according to employees past experience and work style
Helps team members maximize their contribution to the firm
Redistributes team members workloads during busy times as necessary
Community
Encourages team members to be involved in community events and outreach programs
Take on a leadership role in community organization or event
Takes a leading role in firm sponsored community service events and outreach programs
Business Development
Regular meetings with key referral sources
Set up and host a mixer or equivalent activity
Present to organizations on applicable topics and industries
Assist on a proposal and attend a proposal meeting
Annually develop at least $10,000 in new business or additional services
Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling
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
. 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! 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
Data Entry Clerk
Yeo & Yeo Job In Saginaw, MI
Come grow with us. Yeo & Yeo Medical Billing & Consulting was established in 1998 as an affiliate of Yeo & Yeo to provide clients with medical billing and additional practice management solutions. We have devoted ourselves to helping clients maximize their reimbursement and assist in educating them with the ever-changing rules and guidelines of Medicare and other insurance carriers as well as CPT, HCPCS and ICD-10 coding.
Yeo & Yeo Medical Billing & Consulting maintains a highly trained staff with experience in all areas of physician billing. Several Certified Professional Coders on staff assist in choosing proper diagnostic codes and procedure codes. Our billing specialists receive ongoing training specific to medical specialty. We continually train our staff by updating and maintaining their knowledge of insurance carrier trends and changes in billing rules and policies.
Our people are our future - we provide the venue for individuals who have the desire and drive to grow as leaders in the accounting industry. Career paths are not do-it-yourself at MBC. You will be equipped with career development and advocacy experiences, career ladder choices, support in advancing to leadership positions, and a successful integration of your personal and professional life.
Applying today makes you one step closer to joining a firm of enthusiastic, driven, creative and intelligent problem solvers working together toward a common goal - to provide outstanding business solutions.
Position Summary
The Data Entry Clerk is responsible for entering, maintaining, and updating client/patient demographic information. The position responsibilities require an individual that is organized, detail oriented, and able to perform their tasks accurately and efficiently. Also, this position will serve as back up for the Receptionist by providing client service and administrative support to the office.
Key Objectives
Enter client and patient demographic data in a timely and accurate manner, in accordance with data entry standards into the database.
File required documents both electronic and physical
Enter and update data
Assist in documenting processes and procedures
Answer multi line phone system and provide phone back up support to additional offices
Ensure clients are greeted and assisted in a courteous and expedient manner
General administrative and clerical office support
Coordinate administrative and operational functions for staff
Coordinate conference room scheduling
Opening and attending to company mail
Scan documents into internal systems
Qualifications
High school graduate - required
1+ years' experience in a professional office environment
Exposure in a technical, detail and paperless setting
Great attention to detail and accuracy
Outstanding verbal and written communication skills
Excellent interpersonal skills
Proficient knowledge and use of office technology and equipment
Ability to work well with all levels of management and staff
Preferred Abilities
Associates Degree preferred
Knowledge of HIPAA preferred
Communicate effectively in a variety of professional situations
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
Leadership
Take charge and be action-oriented and persist until the task or job is completed
Learn and understand how position is critical to the success of the organization and be willing to accept responsibility and be accountable for own actions
Technology
Proficient in numerous software programs:
MS office; including Excel, MS Word, Outlook, Lync and PowerPoint
Ability to operate in a paperless environment, scanning and routing required
Understand and stay current on new technology
Incorporate new techniques and ensure minimal disruptions to productivity
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.
Some of our benefits include competitive salaries; generous PDO/paid holidays, excellent medical, dental and vision plans; bonuses; referral programs; life insurance; 401(k) plan; 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!
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.
Leadership Program 2025
Lansing, MI Job
Join us for an exclusive, interactive opportunity to gain insight into the life of a CPA and the culture at Maner Costerisan! *This is a half day program. Attendees will be guaranteed an interview for a 2026 internship or entry level associate position. Program will be held on Thursday, May 15th from 10 AM to 1 PM at the Lansing office.
During the program, attendees will:
Learn more about working in Public Accounting and the benefits of becoming a CPA
Hear from Maner Costerisan Associates, Managers and Partners about what they do day-to-day and their career path
Network with Maner professionals and other accounting students
REQUIREMENTS
Current or expected Accounting major
Finished, at least, Freshman year as June 2025
Continuously distinguished in the classroom, on campus and in the community
Personally and academically motivated
Medical Coder
Yeo & Yeo Job In Saginaw, MI
Come grow with us.
Yeo & Yeo Medical Billing & Consulting was established in 1998 as an affiliate of Yeo & Yeo to provide clients with medical billing and additional practice management solutions. We have devoted ourselves to helping clients maximize their reimbursement and assist in educating them with the ever-changing rules and guidelines of Medicare and other insurance carriers as well as CPT, HCPCS and ICD-10 coding.
Yeo & Yeo Medical Billing & Consulting maintains a highly trained staff with experience in all areas of physician billing. Several Certified Professional Coders on staff assist in choosing proper diagnostic codes and procedure codes. Our billing specialists receive ongoing training specific to medical specialty. We continually train our staff by updating and maintaining their knowledge of insurance carrier trends and changes in billing rules and policies.
Our people are our future - we provide the venue for individuals who have the desire and drive to grow Career paths are not do-it-yourself at MBC. You will be equipped with career development and advocacy experiences, career ladder choices, support in advancing to leadership positions, and a successful integration of your personal and professional life.
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.
Position Summary
The Medical Coder will review medical records, verify coding accuracy, and code ICD-10 and CPT for a variety of medical specialties. Will work as a coding contact and resource for Billing Staff. The Medical Coder will possess excellent communication and customer service skills while striving to maintain an efficient and productive office.
Key Objectives
Analyzes clinical information from medical records and assigns the appropriate CPT and ICD-10 codes using industry-standard coding guidelines for various specialties
Maintains up-to-date knowledge of coding and documentation requirements
Assist staff with coding questions
Some medical billing duties
Educates client providers and staff on documentation & coding guidelines and changes to ensure compliance with state and federal regulations
Provides measurable, actionable solutions to client providers that will result in improved accuracy for documentation and coding best practices
Ensure clients are assisted in a courteous and expedient manner
Meet and exceed goals set forth through the annual performance evaluation process
Growing use and knowledge of applicable company technology, paperless systems, tools and processes
Qualifications
Associates Degree, Business Administration or equivalent; or the combination of education and work experience that enables the performance of all aspects of the position is required
AAPC Certified Professional Coder (CPC)
Ability to code conditions and procedures using ICD-10-CM and CPT
Knowledge of medical terminology and anatomy
Knowledge of HMO/PPO, Medicare, Medicaid, and other payer requirements and systems
Use of computer systems, software, 10 key calculator
Effective communication abilities for phone contacts with insurance payers to resolve issues
Customer service skills for interacting with patients regarding medical claims and payments, including communicating with patients and family members of diverse ages and backgrounds
Able to work in a team environment.
Problem-solving skills to research and resolve discrepancies, denials, appeals, collections.
Knowledge of accounting and bookkeeping procedures.
Strong communication and presentation skills
Proven relationship building skills with clinical and non-clinical personnel
Preferred Qualifications
Certified Professional Medical Auditor (CPMA) certification
Actively pursue learning and development opportunities
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
Leadership
Reports to direct supervisor
Take charge and be action-oriented and persist until the task or job is completed
Learn and understand how position is critical to the success of the organization and be willing to accept responsibility and be accountable for own actions
Technology
Experience with Microsoft Office
Medical Billing workflow software
Understand and stay current on new technology
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.
Some of our benefits include competitive salaries; generous PDO/paid holidays, excellent medical, dental and vision plans; bonuses; referral programs; life insurance; 401(k) plan; 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!
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.
Medical Biller
Yeo & Yeo Job In Saginaw, MI
Come grow with us. Yeo & Yeo Medical Billing & Consulting was established in 1998 as an affiliate of Yeo & Yeo to provide clients with medical billing and additional practice management solutions. We have devoted ourselves to helping clients maximize their reimbursement and assist in educating them with the ever-changing rules and guidelines of Medicare and other insurance carriers as well as CPT, HCPCS and ICD-10 coding.
Yeo & Yeo Medical Billing & Consulting maintains a highly trained staff with experience in all areas of physician billing. Several Certified Professional Coders on staff assist in choosing proper diagnostic codes and procedure codes. Our billing specialists receive ongoing training specific to medical specialty. We continually train our staff by updating and maintaining their knowledge of insurance carrier trends and changes in billing rules and policies.
Our people are our future - we provide the venue for individuals who have the desire and drive to grow as leaders in the accounting industry. Career paths are not do-it-yourself at MBC. You will be equipped with career development and advocacy experiences, career ladder choices, support in advancing to leadership positions, and a successful integration of your personal and professional life.
Applying today makes you one step closer to joining a firm of enthusiastic, driven, creative and intelligent problem solvers working together toward a common goal - to provide outstanding business solutions.
Position Summary
The Medical Biller will perform a wide variety of duties in the medical billing office. The candidate will use a system of coding to categorize patients and their ailments for the purpose of billing, record keeping, archiving and cataloging. Medical Billers are also responsible for acting as a communication link between clients and patients. The candidate will possess excellent communication and customer service skills while striving to maintain an efficient and productive office.
Key Objectives
Review patient bills for accuracy and completeness and obtain any missing information
Prepare, review, and transmit claims using billing software, including electronic and paper claim processing.
Knowledge of insurance guidelines, including HMO/PPO, Medicare, and state Medicaid
Follow up on unpaid claims within standard billing cycle timeframe
Check each insurance payment for accuracy and compliance with contract discount
Call insurance companies regarding any discrepancy in payments if necessary
Identify and bill secondary or tertiary insurances
All accounts are to be reviewed for insurance or patient follow-up
Research and appeal denied claims.
Answer all patient or insurance telephone inquiries pertaining to assigned accounts.
Set up patient payment plans and work collection accounts
Update billing software with rate changes.
Updates cash spreadsheet, runs collection reports.
Ensure clients are assisted in a courteous and expedient manner
Meet and exceed goals set forth through the annual performance evaluation process
Growing use and knowledge of applicable company technology, paperless systems, tools and processes
Qualifications
Associates Degree, Business Administration or equivalent; or the combination of education and work experience that enables the performance of all aspects of the position is required
Certification in Medical Billing and Coding
Knowledge of HMO/PPO, Medicare, Medicaid, and other payer requirements and systems.
Use of computer systems, software, 10 key calculator
Ability to code conditions and procedures using ICD-10-CM and CPT
Effective communication abilities for phone contacts with insurance payers to resolve issues.
Customer service skills for interacting with patients regarding medical claims and payments, including communicating with patients and family members of diverse ages and backgrounds.
Able to work in a team environment.
Problem-solving skills to research and resolve discrepancies, denials, appeals, collections.
Knowledge of accounting and bookkeeping procedures.
Knowledge of medical terminology likely to be encountered in medical claims.
Preferred Abilities
Communicate effectively in highly visible and/or adversarial situations
Actively pursue learning and development opportunities
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
Leadership
Reports to direct supervisor
Take charge and be action-oriented and persist until the task or job is completed
Learn and understand how position is critical to the success of the organization and be willing to accept responsibility and be accountable for own actions
Technology
Experience with Microsoft Office
Medical Billing workflow software
Understand and stay current on new technology
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. Some of our benefits include competitive salaries; generous PDO/paid holidays, excellent medical, dental and vision plans; bonuses; referral programs; life insurance; 401(k) plan; 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! 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.
Billing Operations Manager
Yeo & Yeo Job In Saginaw, MI
Description The Billing Operations Manager will manage the daily operational needs of YYMBC. The position will be responsible for managing client assignments and projects and delivering high quality service. This includes coaching, advising and supporting team members in meeting client and personal development expectations. Assist the President of Medical Billing with personnel administration tasks. Key Objectives
Oversees the operations of the billing department including but not limited to: medical coding, charge entry, claims submissions, payment posting, accounts receivable follow-up, collections, electronic files and reimbursement management
Assists the President of Medical Billing in the development and implementation of procedures and policies for administrating staff workflow and personnel activities
Organize workflows, supervise day-to-day activities, and ensure that billing deadlines are met, and payments are maximized
Educate and trains staff, acts as a professional subject matter expert and mentor to staff.
Maintain a working knowledge of insurance carriers, payers, and processes utilized within the revenue cycle
Oversee prospective new client process
Actively participates in planning, troubleshooting, and processing in various billing areas
Analyze billing and claims for accuracy and completeness
Audits current processes and procedures to monitor and improve efficiency of billing and collections operations
Maintenance and compliance to all HIPAA guidelines/regulations
Qualifications
Associates in related field or equivalent work experience
Minimum of three (3) years' experience in a medical billing, coding, healthcare or related industry
Working knowledge of medical information systems, medical claims payment process, medical terminology and coding, case management practices, managed care, and Medicaid programs
Working knowledge of:
CPT codes
ICD-10-CM codes
HCPCS codes
HIPAA
HCFA 1500
Desired Qualifications
Prefer certification as Certified Professional Coder (CPC) or Certified Professional Medical Auditor (CPMA)
Knowledge, Skills, and Abilities
Knowledge of the current and future state of the healthcare industry
Skill in problem solving and the ability to deal with employee issues
Ability to work under stressful situations
Ability to adapt to an ever changing business environment including healthcare policies and procedures
Ability to lead and guide the work of others
Ability to investigate and analyze information and to draw conclusions
Ability to communicate efficiently and effectively both verbally and in writing
Ability to handle multiple tasks and meet deadlines
Business Development
Manage client accounts to ensure customer service needs are being met
Expand sales within existing accounts
Leadership
Reports to President of YYMBC
Supervise medical billing staff; overseeing both personnel and work activities
Evaluate performance of medical billing staff annually
Provide guidance and support in career development opportunities for staff including training opportunities and feedback
Establish and maintain sound working relationships with peers, supervisors, and clients
Review employee timesheet details and report weekly on employee technical accuracy
Work with the Talent Manager to recruit, develop and retain high performing employees
Technology
Coordinate with vendors to ensure seamless implementation and continual maintenance of systems
Train, implement and oversee software used within the organization:
Clearinghouse software
Medical Billing software
Data management workflow software
Physical Demand
Frequent use of hands, wrists, fingers associated with computer equipment.
Required to sit for extended periods of time.
Occasionally stoop, kneel, crouch or crawl.
Normal visual acuity, ability to talk and hear.
Occasionally lift and/or move up to 20 pounds.
Working Conditions
On-site position
Normal office environment
May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
Accounting Internship - Spring 2026
Remote or Detroit, MI Job
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
Responsibilities:
Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as:
Respond to client and firm associate requests in a timely, accurate, positive and professional manner
Respond to inquiries from client and work with client to gather necessary information for completion of required documents
Use data analysis skills to discover useful information and patterns to provide support in recommendations
Proactively identify improvement opportunities in processes to enhance efficiency
***NOTE: Interns can work in one specific department or rotate throughout departments***
Tax Specific:
Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
Understand and effectively use current tax and accounting software applications
Research tax related issues and other related financial reports
Perform a limited number of tax return interviews as needed
Audit Specific:
Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders
Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner
Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs
Develop technical competency with GAAP, especially related to assigned product line
What You will Gain
Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm
Develop experience and skills to become a trusted business advisor for clients and associates
Gain hands-on experience in tax and/or audit work, and related software applications
Work as an individual contributor and as part of a team to support client engagements
Gain exposure to a variety of clients and industries ranging from small businesses to large corporations
Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner
Knowledge, Skills and Abilities
Qualifications:
Pursuing a Bachelors or Master's degree in Accounting (completion of corporate or individual taxation class is required)
Above average knowledge in accounting as demonstrated by college GPA; Preferred 3.0 GPA or higher
Working towards eligibility to sit for CPA exam upon graduation (150 credits)
Preferred coursework in Data Analytics or Big Data
Ability to think independently and make good decisions based on education and experience
Good communication and interpersonal skills to effectively communicate with clients and staff
Ability to prioritize work, follow through on requests, take initiative and meet deadlines
Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
Mary Jo Beeby, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-Hybrid
#LI-MB1
Additional Details
Additional Details:
Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
Tax & Consulting Staff Accountant
Yeo & Yeo Job In Alma, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 pretty great workday.
When it comes to helping our colleagues, clients and communities thrive, 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 working together to make a positive impact.
Learn more at yeoandyeo.com.
Qualifications
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
Technical Abilities/Productivity
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 & 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
. 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! 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
Medical Office Manager
Yeo & Yeo Job In Holland, MI
Description Medical Office Manager Our Company: Lakeshore Eyecare Center is an independent optometry practice in Holland, Michigan. Ourprofessional reputation is solid for providing trusted and comprehensive eyecare services topatients of all ages for over 45 years. Advanced technologies are utilized to assist the doctors intheir diagnosis and treatment options for both vision correction and medical eyecare conditions.Our desire is to provide patients with personal and professional eyecare services along withexpertly fitted quality optical products both today and in the future. Job Overview: Our company is seeking someone who has excellent organizational skills, is a team player, and is aserious multi-tasker. The medical office manager oversees the daily operations of the practice,ensuring efficient administrative functions and high-quality patient care. This role involvesmanaging staff, coordinating office procedures, and maintaining compliance with healthcareregulations. The medical office supervisor plays a crucial role in ensuring smooth operations andmaintaining a positive work environment. This position requires a detail-oriented individual withstrong leadership skills who can effectively manage both administrative tasks and staff whileprioritizing patient care and satisfaction. Key Responsibilities
Supervise and train administrative and support staff
Create work schedules and assign tasks
Conduct performance evaluations and address personnel issues
Participate in hiring and onboarding new employees
Oversee patient scheduling, check-in, and billing processes
Manage patient records and ensure proper maintenance of electronic health records
Monitor inventory of medical supplies and office equipment
Implement and maintain office policies and procedures
Monitor budgets and prepare financial reports
Oversee insurance claims processing and follow up on outstanding payments
Identify ways to improve efficiency and reduce costs
Ensure adherence to healthcare regulations, including HIPAA
Implement and monitor quality improvement initiatives
Address patient complaints and concerns promptly
Communicate between administrative staff, medical professionals, and patients
Coordinate with external vendors and service providers
Facilitate effective communication within the office
Assist support staff when overwhelmed and office is busy
Required Skills
Strong leadership and interpersonal skills
Excellent organizational and multitasking abilities
Proficiency with medical office software and electronic health record systems
Knowledge of medical terminology and healthcare regulations
Problem-solving and decision-making capabilities
Required Experience:
Bachelor's degree in healthcare administration or related field, preferred
2+ years of experience in medical office management or related field
Salary and Benefits:
We offer salary commensurate with experience - $55,000 - $75,000 annually
Comprehensive benefit package including paid holidays, paid time off, 401(k), health insurance
Typical office hours have limited flexibility, designed to accommodate employee work/family
balance, health, and wellbeing, not remote
Administrative Assistant
Yeo & Yeo Job In Saginaw, MI
Description 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. 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. Administrative Assistants are responsible for providing a high level of client service and organizational support to the team. This position's responsibilities include managing calendars, meetings and event arrangements, processing client engagements and client relations. Qualifications
2+ years' experience in public accounting or other professional services office setting
Exposure in a technical, detail oriented and paperless setting
Notary Public preferred
Proficient in numerous software programs:
MS office; including Excel, MS Word, Outlook, and PowerPoint
Adobe
Ability to operate in a paperless environment, scanning and routing required
Technical Abilities
Coordinate administrative and operational functions for the team including managing calendars, taking phone calls, scheduling appointments and processing mail
Provide outstanding client service through meetings, communication (via phone, email or in person), troubleshooting client questions and concerns, providing timely follow up and obtaining client signatures and approval
Manage projects including planning and coordinating presentations, disseminating information and organizing company events
Maintain client records including edits, updates and new client set up
Provide quality control and tracking for client facing documents and ensure client confidentiality
Manage the client engagement letter including distribution, tracking signatures, continual follow up and scanning
Provide support for CPA's including processing of client tax returns and financial statements
Scan and assemble W-2s, 1099, 1095's, tax returns, 8879's, notices, statements and additional documents
Assist in electronic filing of tax returns, acknowledgements and rejections; following up on pending e-file, transmission of tax returns and wrap up upon acceptance of return
Assist the team with monthly billing procedures, reporting, accounts receivable and collections
Maintain supplies including monitoring inventory and re-ordering
Maintain the office environment
Provide administrative support as well as back up functions for administrative colleagues throughout the firm and for the Saginaw headquarters on an as needed basis including phone coverage as well as sorting and process mail
Understand and stay current on new technology
Incorporate new techniques and ensure minimal disruptions to productivity
Must have smart phone that can be used to dual authenticate login credentials at work
Personal Development
Communicate effectively in a variety of professional situations
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
Possess excellent decision-making ability
Ability to deal sensitively with confidential material
Outstanding verbal and written communication skills
Excellent interpersonal skills
Proficient knowledge and use of office technology and equipment
Honesty and integrity
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
Physical Demands
Frequent use of hands, wrists, fingers associated with computer equipment.
Required to sit for extended periods of time.
Occasionally stoop, kneel, crouch or crawl.
Normal visual acuity, ability to talk and hear.
Occasionally lift and/or move up to 20 pounds.
Working Conditions
On-site position
Normal office environment
May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
Benefits & Perks! Our commitment is to continually invest in our people, both professionally and personally. That is why our benefits and perks go beyond industry standard. Our offerings include competitive salaries; excellent medical, dental and vision plan options; bonuses; referral programs; life insurance; 401(k) plan; community service opportunities; fun company events; dress for your day attire; 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.
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.
Outsourced Operations Specialist
Yeo & Yeo Job In Saginaw, MI
We are seeking a detail-oriented and highly organized Outsourced Operations Specialist to join our team. In this role, you will be responsible for managing and optimizing our company's outsourced operations to ensure efficiency, quality, and 5-star client service. The ideal candidate will be a strategic thinker with strong operational skills and the ability to manage multiple projects simultaneously. Outsourced Operations Specialists are also responsible for learning and applying technical accounting skills and working as part of a team to carry out tasks with coaching and supervision.
Key Responsibilities:
Coordinate administrative and operational functions for the team including managing calendars, taking phone calls, scheduling appointments, organizing trainings and lunches, and processing mail
Manage projects including planning and coordinating presentations, disseminating information, and organizing department events
Maintain supplies including monitoring inventory and re-ordering
Assist with preparing proposals
Maintain client records including edits and updates
Provide quality control and tracking for client facing documents and ensure client confidentiality
Manage the payroll and outsourced accounting engagement letters including distribution, tracking signatures, continual follow up and scanning
Maintain payroll label box and fill printers daily
Assist with marketing for National Payroll Week
Assist with 1095-C process
Print and assemble W-2s, 1099, and 1095's
Assist staff with registering for classes, webinars, and conferences
Assist with presentations and other items related to MI Statewide Payroll Conference and local payroll chapter meetings
Assist the team with monthly billing procedures
Assemble payrolls
Process one-employee payrolls
Understand basic accounting principles and assist with data entry and outsourced accounting projects as needed
Must have smart phone that can be used to dual authenticate login credentials at work
Personal Development
Communicate effectively in a variety of professional situations
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
Possess excellent decision-making ability
Ability to deal sensitively with confidential material
Outstanding verbal and written communication skills
Excellent interpersonal skills
Proficient knowledge and use of office technology and equipment
Honesty and integrity
Qualifications:
1+ years' experience in administrative and or/bookkeeping role
Exposure in a technical, detail oriented and paperless setting
Proficient in numerous software programs, including MS office suite and Adobe
Ability to operate in a paperless environment, scanning and routing required
Benefits & Perks!
Our commitment is to continually invest in our people, both professionally and personally. That is why our benefits and perks go beyond industry standard. Our offerings include competitive salaries; excellent medical, dental and vision plan options; bonuses; referral programs; life insurance; 401(k) plan; community service opportunities; fun company events; dress for your day attire; 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.
Office Operations Assistant
Yeo & Yeo Job In Saginaw, MI
Description Come grow with us. We are Michigan's premier IT solution provider, offering full-service systems integration and delivering knowledge-based technology solutions since 1984. We have four decades of experience helping our clients increase efficiency and profitability by managing computer systems rather than reacting to them. Our people are our future - we provide the venue for individuals who have the desire and drive to grow as leaders in the IT industry. Career paths are not do-it-yourself at Yeo & Yeo. You will be equipped with career development and advocacy experiences, career ladder choices, support in advancing to leadership positions, and a successful integration of your personal and professional life. Applying today makes you one step closer to joining a firm of enthusiastic, driven, creative and intelligent problem solvers working together toward a common goal - to deliver innovative technology solutions that help businesses increase operational efficiency and achieve IT goals Yeo & Yeo Technology is seeking a full-time Office Operations Assistant. The Office Operations Assistant will oversee daily processes with management personnel, as well as ensuring that the business practices meet the needs of the organization. Key Objectives
Help maintain vendor relationships, communication, certification, and competencies
Assist with scheduling appointments with vendors, clients, and prospects
Assist the sales staff with vendor communication, product updates, sales quotes, and proposal creation
General operational and organizational tasks
Perform processing of purchase orders and vendor returns
General administrative tasks include:
Accounts Receivable
Accounts Payable
General administrative tasks
Answer multi-line phone system
Qualifications
Highly dependable, efficient, resourceful and detail oriented
Capability to complete tasks in a timely manner while maintaining accuracy
Experience in customer service and strong organizational skills
Excellent verbal, written and in-person communication skills
Ability to answer a computer based multi-line phone system
Able to multitask and maintain accuracy
High School Diploma
Preferred Abilities
2-3 years' previous job experience in an office setting
General bookkeeping or accounting skills experience
Knowledge of purchasing and information technology a plus
Leadership
Ability to problem solve and provide excellent customer service
Clear and concise communication
Use critical thinking to solve challenges
Technology
Excellent typing skills (50 wpm) and ten key calculator skills
Advanced proficiency in Microsoft Word, Excel, Outlook, and Accounting Software.
Benefits & Perks! Our commitment is to continually invest in our people, both professionally and personally. That is why our benefits and perks go beyond industry standard. Our offerings include competitive salaries; excellent medical, dental and vision plan options; bonuses; referral programs; life insurance; 401(k) plan; community service opportunities; fun company events; dress for your day attire; 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.
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.
Summer Intern 2026 - Audit/Tax/Accounting and Outsourced
Lansing, MI Job
Reach your Potential at Maner Costerisan!
Whether you're brand new or years into your career, Maner Costerisan wants to help you achieve your goals. We offer business consulting and accounting careers that give you the chance to grow. To stretch. To learn. We invest in our people so they can invest in themselves, their work and their clients.
We have grown into one of the top firms in the Great Lakes region. We are proud to have been voted one of the Best Accounting Firms to Work For by Accounting Today for the past 9 years in a row as well as Best Firms for Young Accountants in both 2021 and 2023. With over 190 team members and 2 locations, we are continuously investing in our people so they can invest in themselves, their clients and the community.
It's not actually “about us.” It's about you. Our coworkers, our clients, our community. For over a century, it's always been about (and will always be about) helping you reach your potential.
As an intern, you will be treated the same as an entry level staff member. You will be an integral part of the team. Interns will work in supervised client situations and be responsible for the applicable audit, tax or accounting services procedures. Interns are expected to communicate effectively both orally and in written form, work with others cooperatively and with respect and accept responsibility for their work and their actions. Tax Specific Duties
Prepare individual and business tax returns for detail review
Review and understand prior year tax returns and work papers
Understand and familiarize yourself with federal tax regulations
Audit Specific Duties
Work with audit team to complete audit engagements for a variety of clients
Perform Audit procedures including planning, testing and reporting
Review prior year work papers and financial statements
Accounting and Outsourced Specific Duties
Work with the Accounting and Outsourced team on a variety of client accounting projects
Understand basic accounting principles
Note: This is a full time internship and will run from the 2nd week of June through the end of August. **Internship can be either at the Lansing or Grand Rapids office. Requirements
Currently working towards Bachelor's or Master's degree in Accounting.
GPA of 3.0 or higher preferred.
Excellent computer skills with knowledge and experience using Excel and Word.
Excellent verbal and written communication skills.
Benefits
Competitive compensation
Career Development
Tax & Consulting Manager
Yeo & Yeo Job In Alma, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 pretty 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.
What's the job?
Yeo & Yeo Managers in our Tax service line are responsible for managing client assignments and projects and delivering high quality service. This includes coaching, advising and supporting team members in meeting client and personal development expectations.
Qualifications
Bachelors or master's degree in Accounting or related curriculum
Active CPA accreditation
Has demonstrated proficiency as a Senior Accountant in Public Accounting or equivalent experience
Technical Abilities
Become actively involved with or highly proficient in a technical niche
Proficient in tax research including knowledge of resources available
Research/problem solve on own
Be involved in client meetings
Ability to assist and train staff
Complete complex individual and business tax returns
Manage client contact
Actively engages as a team member in the firm
Takes initiative to improve processes
Delegate to staff
Participate in the presentation of staff tax level trainings
Review staff and senior prepared tax returns (all types) - with very limited review notes to Sr. Manager or Partner
Personal Development
Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan)
Effectively explains firm strategic plan to others, its impact on their role, and identifies approaches for the firm to achieve its strategic goals
Targets industry group for own specialization and pursues applicable professional development activities
Develops clear understanding of career development opportunities
Acts as a resource and Career Advocate for other's learning and professional development
Helps employees identify their development gaps and apply feedback and training to improve their contribution
Actively seeks to develop broader perspective beyond own expertise
Teamwork
Communicates the team's objectives and ensures that all team members roles are clear
Proactively makes self-available to others for guidance
Makes time to help educate and train others and to help them resolve issues
Takes time to help others manage conflicts promptly and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Tailors supervisory style according to employees past experience and work style
Helps team members maximize their contribution to the firm
Redistributes team members workloads during busy times as necessary
Community
Encourages team members to be involved in community events and outreach programs
Take on a leadership role in community organization or event
Takes a leading role in firm sponsored community service events and outreach programs
Business Development
Regular meetings with key referral sources
Present to organizations on applicable topics and industries
Maintain Business Development Activity kit based on level
Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling and business development
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
. 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! 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
Tax & Consulting Senior Accountant
Yeo & Yeo Job In Alma, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 pretty great workday.
When it comes to helping our colleagues, clients and communities thrive, 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 working together to make a positive impact.
Learn more at yeoandyeo.com.
Qualifications
Bachelors or master's degree in Accounting or related curriculum
Active CPA accreditation
Experience as a Staff Accountant in Public Accounting or equivalent experience
Technical Abilities
Proficient at completing basic individual tax returns
Understands importance of completing tax returns and assigned tasks accurately and with efficiency
Proficient in Ultra Tax, Fixed Asset Solutions, and Advance Flow
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).
Become actively involved with or highly proficient in a technical niche
Proficient in tax research including knowledge of resources available
Research/problem solve on own
Be involved in client meetings
Ability to assist and train staff
Review staff prepared 1040 returns
Personal Development
Identifies professional goals in conjunction with strategic plan of firm
Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan)
Offers accurate and effective coaching and mentoring to others
Seeks out, accepts and utilizes constructive feedback
Actively develops expertise in particular industry group or specialty
Complete Dale Carnegie course or similar training
Teamwork
Understands the team's objective and how he/she contributes to success
Works independently and as an effective team member to complete project components and assigned tasks
Demonstrates respect toward all people and works to understand differences when interacting with others
Encourages junior colleagues to ask questions whenever necessary
Helps his/her team members complete tasks
Manages own conflicts promptly and positively and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Community
Participates in firm sponsored events
Commits own talents and energy to one or more community organizations
Business Development
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
Actively participates in business development meetings
Be able to intelligently speak about the firm's mission and services
Participation in community networking opportunities through chamber or similar group
Identify key referral sources and work to build a professional network
Maintain Business Development Activity kit based on level
Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling
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
. 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! 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
Assurance Manager
Yeo & Yeo Job In Ann Arbor, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 pretty 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.
What's the job?
Yeo & Yeo Managers in our Assurance service line are responsible for managing client assignments and projects and delivering high quality service. This includes coaching, advising and supporting team members in meeting client and personal development expectations.
Qualifications
Bachelors or master's degree in Accounting or related curriculum
Active CPA accreditation
Has demonstrated proficiency as a Senior Accountant in Public Accounting or equivalent experience
Technical Abilities
Employee has a sense of urgency or promptness to achieve goals
Ability to complete assigned tasks accurately within budget and meet all deadlines
Provide supervision to staff and interns on audits
Run mid-large size audit from start to finish with little assistance
Review staffs work papers before partner review
Become the main client contact on the majority of your jobs
Attend and present at board presentations
Is proficient at conducting single audits
Become actively involved with or highly proficient in a technical niche
Manage client contact
Give presentations at professional conferences
Reduce the number of industries auditing to be more specialized
Participate in staff evaluation process
Personal Development
Effectively explains firm strategic plan and its impact on their role
Targets industry group for own specialization and pursues applicable professional development activities
Develops clear understanding of career development opportunities
Acts as a resource and Career Advocate for other's learning and professional development
Helps employees identify their development gaps and apply feedback and training to improve their contribution
Actively seeks to develop broader perspective beyond own expertise
Teamwork
Communicates the teams objectives and ensures that all team members roles are clear
Proactively makes self-available to others for guidance
Makes time to help educate and train others and to help them resolve issues
Takes time to help others manage conflicts promptly and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Tailors supervisory style according to employees past experience and work style
Helps team members maximize their contribution to the firm
Redistributes team members workloads during busy times as necessary
Community
Encourages team members to be involved in community events and outreach programs
Take on a leadership role in community organization or event
Takes a leading role in firm sponsored community service events and outreach programs
Business Development
Regular meetings with key referral sources
Set up and host a mixer or equivalent activity
Present to organizations on applicable topics and industries
Assist on a proposal and attend a proposal meeting
Annually develop at least $10,000 in new business or additional services
Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling
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
. 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! 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
Assurance Senior Accountant
Yeo & Yeo Job In Ann Arbor, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 pretty 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.
What's the job?
Yeo & Yeo Senior Accountants in our Assurance service line are responsible for organizing and managing client assignments and projects, including the completion of assignments and tasks and project components as well as coaching, advising and directing team members in meeting client and personal development expectations.
Qualifications
Bachelors or master's degree in Accounting or related curriculum
Active CPA accreditation
Experience as a Staff Accountant in Public Accounting or equivalent experience
Technical Abilities
Proficient at completing and reviewing audit programs
Is proficient at conducting single audits
Employee has a sense of urgency or promptness to achieve goals
Ability to complete assigned tasks accurately within budget and meet all deadlines
Demonstrates desire and ability to have a high degree of self-responsibility on all assigned work
Provide supervision to staff and interns on audits
Run mid-large size audit from start to finish with little assistance
Review staffs work papers before partner review
Become the main client contact on the majority of your jobs
Attend and present at board presentations
Become actively involved with or highly proficient in a technical niche
Personal Development
Develops an understanding of Firm's 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
Independently researches and develops 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
Adheres to all company policies and procedures
Complete Dale Carnegie course or similar training
Identifies professional goals in conjunction with strategic plan of firm
Works with Career Advocate to create and pursue a plan to achieve own development
Offers accurate and effective coaching and mentoring to others
Seeks out, accepts and utilizes constructive feedback
Actively develops expertise in particular industry group or specialty
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
Understands the team's objective and how he/she contributes to success
Works independently and as an effective team member to complete project components and assigned tasks
Demonstrates respect toward all people and works to understand differences when interacting with others
Encourages junior colleagues to ask questions whenever necessary
Helps his/her team members complete tasks
Manages own conflicts promptly and positively and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Community
Participates in firm sponsored events
Commits own talents and energy to one or more community organizations
Business Development
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
Actively participates in business development meetings
Be able to intelligently speak about the firm's mission and services
Participation in community networking opportunities through chamber or similar group
Identify key referral sources and work to build a professional network
Annually develop at least $2,000 in new business or additional services
Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling
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
. 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! 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.
Tax & Consulting Manager
Yeo & Yeo Job In Saginaw, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 pretty 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.
What's the job?
Yeo & Yeo Managers in our Tax service line are responsible for managing client assignments and projects and delivering high quality service. This includes coaching, advising and supporting team members in meeting client and personal development expectations.
Qualifications
Bachelors or master's degree in Accounting or related curriculum
Active CPA accreditation
Has demonstrated proficiency as a Senior Accountant in Public Accounting or equivalent experience
Technical Abilities
Become actively involved with or highly proficient in a technical niche
Proficient in tax research including knowledge of resources available
Research/problem solve on own
Be involved in client meetings
Ability to assist and train staff
Complete complex individual and business tax returns
Manage client contact
Actively engages as a team member in the firm
Takes initiative to improve processes
Delegate to staff
Participate in the presentation of staff tax level trainings
Review staff and senior prepared tax returns (all types) - with very limited review notes to Sr. Manager or Partner
Personal Development
Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan)
Effectively explains firm strategic plan to others, its impact on their role, and identifies approaches for the firm to achieve its strategic goals
Targets industry group for own specialization and pursues applicable professional development activities
Develops clear understanding of career development opportunities
Acts as a resource and Career Advocate for other's learning and professional development
Helps employees identify their development gaps and apply feedback and training to improve their contribution
Actively seeks to develop broader perspective beyond own expertise
Teamwork
Communicates the team's objectives and ensures that all team members roles are clear
Proactively makes self-available to others for guidance
Makes time to help educate and train others and to help them resolve issues
Takes time to help others manage conflicts promptly and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Tailors supervisory style according to employees past experience and work style
Helps team members maximize their contribution to the firm
Redistributes team members workloads during busy times as necessary
Community
Encourages team members to be involved in community events and outreach programs
Take on a leadership role in community organization or event
Takes a leading role in firm sponsored community service events and outreach programs
Business Development
Regular meetings with key referral sources
Present to organizations on applicable topics and industries
Maintain Business Development Activity kit based on level
Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling and business development
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
. 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! 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
Assurance Staff Accountant (January 2025)
Yeo & Yeo Job In Lansing, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 helping our colleagues, clients and communities thrive, 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 working together to make a positive impact.
Learn more at yeoandyeo.com.
Qualifications
Bachelor's or master's degree in Accounting or related curriculum - 150 credit hours preferred
Aspirations to become a CPA and develop a public accounting career
Technical Abilities
Proficient at completing audit programs
Is proficient at conducting single audit testing
Understand how to use IDEA and F/A solutions
Employee has a sense of urgency or promptness to achieve goals
Ability to complete assigned tasks accurately within budget and meet all deadlines
Understands and has completed internal control walk through
Be able to set up lead sheets and new work papers
Know how to select samples for testing
In charge on small audit (with minimal review notes)
Personal Development
Complete CPA exam
Develops an understanding of Firm's 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
Independently researches and develops 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
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
Actively participates in business development meetings
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 & 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
.
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!
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.
Tax & Consulting Senior Accountant
Yeo & Yeo Job In Ann Arbor, MI
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, supports your professional growth, and allows you to enjoy life outside the office with flexible remote, hybrid, and in-office work options.
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. 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 pretty great workday.
When it comes to helping our colleagues, clients and communities thrive, 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 working together to make a positive impact.
Learn more at yeoandyeo.com.
Qualifications
Bachelors or master's degree in Accounting or related curriculum
Active CPA accreditation
Experience as a Staff Accountant in Public Accounting or equivalent experience
Technical Abilities
Proficient at completing basic individual tax returns
Understands importance of completing tax returns and assigned tasks accurately and with efficiency
Proficient in Ultra Tax, Fixed Asset Solutions, and Advance Flow
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).
Become actively involved with or highly proficient in a technical niche
Proficient in tax research including knowledge of resources available
Research/problem solve on own
Be involved in client meetings
Ability to assist and train staff
Review staff prepared 1040 returns
Personal Development
Identifies professional goals in conjunction with strategic plan of firm
Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan)
Offers accurate and effective coaching and mentoring to others
Seeks out, accepts and utilizes constructive feedback
Actively develops expertise in particular industry group or specialty
Complete Dale Carnegie course or similar training
Teamwork
Understands the team's objective and how he/she contributes to success
Works independently and as an effective team member to complete project components and assigned tasks
Demonstrates respect toward all people and works to understand differences when interacting with others
Encourages junior colleagues to ask questions whenever necessary
Helps his/her team members complete tasks
Manages own conflicts promptly and positively and makes necessary adjustments based on feedback received and in accordance with policy and procedures
Community
Participates in firm sponsored events
Commits own talents and energy to one or more community organizations
Business Development
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
Actively participates in business development meetings
Be able to intelligently speak about the firm's mission and services
Participation in community networking opportunities through chamber or similar group
Identify key referral sources and work to build a professional network
Maintain Business Development Activity kit based on level
Strives to generate additional business for Yeo & Yeo and its affiliates through cross selling
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
. 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! 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