Lead Outsourced Accounting Specialist

Description

Come grow with us.

Yeo & Yeo CPAs & Business Consultants is a leading accounting firm in Michigan, and among the Best & Brightest Places to Work. Since 1923, our industry-specialized accountants and consultants have provided clients with forward thinking, comprehensive solutions in accounting, audit, tax, technology, and business consulting.

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 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 provide outstanding business solutions.

Position Summary

The Lead Outsourced Accounting Specialist processes mid to high-level client work within the Outsourced Accounting department. Responsible for assisting the Outsourced Accounting Manager with special projects, proposals for prospective clients, and employee training as assigned. Manages Outsourced Accounting email for specific clients. Reports directly to the Outsourced Accounting Manager.

Key Objectives

• Provide one-on-one support to specific assigned clients
• Responsible for general ledger maintenance and adjustments
• Process mid to high-level bank and credit card reconciliations
• Prepare financial reports
• Ensure consistent, high‑quality client service and timely delivery of work
• Understand basic accounting principles
• Process refunds, returned checks, and bad debts
• Maintain client records, including edits, updates and new client set up
• Process live payroll and prepare/file tax returns for clients
• Submit tax payments on behalf of clients
• Reconcile payroll prior to transmission and validate confirmed reports
• Manage workflow to ensure all payroll transactions are processed accurately and timely
• Bring projects to completion on time and within budget
• Synthesize and analyze data to construct concise and clear documentation for reporting
• Assist Principals with monthly billing procedures, reporting, accounts receivable and collections
• Other position related duties as assigned.
  
  

Technical Abilities

• Growing use and knowledge of applicable firm technology, paperless systems, tools, and processes
• Must be proficient in processing invoices (incoming & verifying PO's or receiving tickets), posting to vendor accounts and processing cleared checks
• Perform Journal entries and month-end for AP and AR areas
• 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
• 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
  
  

Qualifications

• Associates degree in Accounting or business-related field
• 2 years’ experience in public accounting or other professional services office setting.
• Experienced in AP, AR and payroll
• Exposure in a technical, detail oriented and paperless setting
• Excellent organizational, communication, and client service skills
  
  

Preferred Abilities

• Experience with Practice CS and related accounting software platforms
• Ability to manage multiple priorities, deadlines, and client relationships simultaneously
  
  

Technology

• Utilizes Practice CS for project and task management
• Demonstrates proficiency with accounting software platforms and Microsoft Office tools
  
  

Knowledge, Skills, And Abilities

• Knowledge of MS Office; including Excel, MS Word, Outlook, and PowerPoint
• Skilled at analytical problem-solving
• Ability to effectively communicate in writing as appropriate for the needs of the audience
• Ability to organize tasks with and attention to detail
• Ability to manage time and meet deadlines
• Ability to act with integrity, professionalism, and confidentiality
• Ability to work in a stressful environment and handle multiple tasks with competing priorities
  
  

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: required occasional travel to client sites or firm offices as needed
• Fast‑paced, client‑focused professional services environment
• Ability to manage competing priorities and deadlines
• 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; an award-winning CPA certification program; community service opportunities; flexible work arrangements; fun firm events; and so much more.

Equal Opportunity/Affirmative Action Employer