Tax & Consulting Manager

Overview

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. 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.

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At Yeo & Yeo, we recognize that the champions behind our success are our people. We are a people-first organization 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.

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.

• 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

• 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

• Have an individual personal development plan (e.g., 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 others’ 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

• 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

• 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

• 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

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;…