Tax Assistant (February 2027)

Yeo & Yeo CPAs & Advisors; Kalamazoo (MI); On-site; USD 20,664,000 - 30,307,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Job summary

Yeo & Yeo CPAs & Advisors in Kalamazoo is seeking a seasonal Tax Assistant to support tax processing during peak season. The role focuses on accurate document handling, scanning, and filing to ensure smooth tax return preparation.

The position is in-office and requires strong attention to detail and professional communication. Ideal candidates will have a high school diploma and 1+ years of customer service or accounting experience, with proficient Microsoft Office skills.

Qualifications

• High school diploma or equivalent preferred.
• 1+ years of customer service and/or accounting experience.
• Professional communication skills.

Responsibilities

• Provide prompt, first quality scanning of all documents for efficient record retention.
• Maximize compliance, financial reporting, and administration for tax processes.
• Prepare, scan, and file documents required for tax returns.

Skills

Customer service

Professional communication

Accounting basics

Education

High school diploma

Tools

Microsoft Office

Job description

It’s People Like You Who Make Us Great

At Yeo & Yeo, our people are the heart of everything we do. We are a people-first organization fully committed to creating a dynamic work environment that values your contributions and supports your professional growth.

Description

At Yeo & Yeo, our people are the heart of everything we do. We are a people-first organization fully committed to creating a dynamic work environment that values your contributions and supports your professional growth.

Make an Impact That Matters

Yeo & Yeo is a Michigan-based accounting and advisory firm delivering comprehensive solutions in business consulting, assurance, tax, HR, technology, and wealth management. We partner with clients to solve challenges, uncover opportunities, and achieve meaningful goals. Their success is our success—and that’s what makes every day rewarding.

Join a Purpose-Driven Team

With more than 275 professionals across our family of companies, you’ll be part of a diverse, forward-thinking team united by a shared commitment to excellence. Together, we make a difference for our clients, our communities, and each other.

Learn more at yeoandyeo.com .

Timeline of the job?

The Tax Assistant is a seasonal position that will begin the week of February 8, 2027, and end approximately April 2, 2027. This will be an in-office role at our Kalamazoo location.

Qualifications

• High school diploma or the equivalent, preferred.
• One + years of customer service and/or accounting experience
• Professional communication skills

Technical

• Provide prompt, first quality scanning of all documents to ensure efficient maintenance and accurate record retention
• Maximize compliance, financial reporting, and administration
• Properly prepare, scan, and file all necessary documents for completion of tax returns
• Review each document after it has been scanned to make sure the paperwork is centered, legible and all pages have been scanned before submission
• Spot check all documents to be sure the scanning machine is properly working throughout the day.
• Ensure that all documents are appropriately organized, filed following scanning
• Seek ways to improve business operations efficiencies and customer service.
• Demonstrate concern for the accuracy and quality of work, and take steps to correct mistakes and improve the overall product or process
• ACS
• Microsoft Office
• Incorporate new techniques and ensure minimal disruptions to productivity

Personal Development

• Communicate effectively in a variety of professional situations
• Present self in a manner that is consistent with the character and standards of the accounting profession
• Participate actively in all on-the-job and formal learning and development opportunities to understand role and responsibilities
• Ability to accept and adjust to changing priorities and circumstances

Teamwork

• Ability to work in a team and take direction from multiple managers
• Take charge and action-oriented and persist until the task or job is completed

Community

• Interest in community involvement

Benefits & Perks

At Yeo & Yeo, we offer a great career with industry-leading benefits, and that’s why we’re repeatedly ranked among Michigan’s Best Places to Work. We focus on developing our careers and prioritize fostering each person’s unique talents and strengths. We succeed as a team when our individuals succeed. We celebrate our successes and take time to cultivate our friendships. From team retreats and office (and Zoom) parties to our Yeo & Yeo sports teams – we love what we do and having fun too!

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