High school diploma or the equivalent, preferred. One + years of customer service and/or accounting experience Professional communication skills 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 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 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 Interest in community involvementWherever possibility needs a path.
Through our family of companies, we work with you to achieve your unique goals. We wake up each day excited about helping you focus on what you do best. We walk beside you, navigating challenges and opportunities. We won’t overwhelm — but we always strive to over-deliver.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo and Yeo. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Please visit https://www.avantax.com/social_policy/ for more information.