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Yeo & Yeo Cpas & Business Consultants Jobs

- 30 Jobs
  • Assurance Manager

    Yeo & Yeo 3.4company rating

    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
    $72k-92k yearly est. 15d ago
  • Data Entry Clerk

    Yeo & Yeo 3.4company rating

    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.
    $29k-36k yearly est. 2d ago
  • Leadership Program 2025

    Maner Costerisan 3.3company rating

    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
    $76k-96k yearly est. 60d+ ago
  • Medical Coder

    Yeo & Yeo 3.4company rating

    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.
    $42k-53k yearly est. 1d ago
  • Medical Biller

    Yeo & Yeo 3.4company rating

    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.
    $36k-45k yearly est. 16d ago
  • Billing Operations Manager

    Yeo & Yeo 3.4company rating

    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.
    $96k-121k yearly est. 16d ago
  • Accounting Internship - Spring 2026

    Wipfli 4.3company rating

    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.
    $28k-34k yearly est. 60d+ ago
  • Tax & Consulting Staff Accountant

    Yeo & Yeo 3.4company rating

    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
    $50k-61k yearly est. 16d ago
  • Medical Office Manager

    Yeo & Yeo 3.4company rating

    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
    $55k-75k yearly 16d ago
  • Administrative Assistant

    Yeo & Yeo 3.4company rating

    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.
    $32k-39k yearly est. 16d ago
  • Outsourced Operations Specialist

    Yeo & Yeo 3.4company rating

    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.
    $43k-55k yearly est. 12d ago
  • Office Operations Assistant

    Yeo & Yeo 3.4company rating

    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.
    $30k-38k yearly est. 15d ago
  • Summer Intern 2026 - Audit/Tax/Accounting and Outsourced

    Maner Costerisan 3.3company rating

    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
    $33k-45k yearly est. 35d ago
  • Tax & Consulting Manager

    Yeo & Yeo 3.4company rating

    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
    $75k-105k yearly est. 24d ago
  • Tax & Consulting Senior Accountant

    Yeo & Yeo 3.4company rating

    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
    $57k-69k yearly est. 16d ago
  • Assurance Manager

    Yeo & Yeo 3.4company rating

    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
    $72k-92k yearly est. 16d ago
  • Assurance Senior Accountant

    Yeo & Yeo 3.4company rating

    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.
    $53k-66k yearly est. 16d ago
  • Tax & Consulting Manager

    Yeo & Yeo 3.4company rating

    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
    $75k-106k yearly est. 16d ago
  • Assurance Staff Accountant (January 2025)

    Yeo & Yeo 3.4company rating

    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.
    $49k-61k yearly est. 16d ago
  • Tax & Consulting Senior Accountant

    Yeo & Yeo 3.4company rating

    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
    $57k-69k yearly est. 16d ago

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Yeo & Yeo Cpas & Business Consultants may also be known as or be related to Case Foster Potter Kunitzer and Yeo & Yeo Cpas & Business Consultants.