Associate Tax Consultant

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities.

Benefits

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

Where You Will Work

This position offers a hybrid work option up to 50% remote and is based out of the Onalaska, WI; Eau Claire, WI or Rochester, MN office location(s).

Responsibilities

Tax Services

• Performs and prepares income tax returns under the guidance of a tax consultant.
• Serves as a mentor and resource for tax interns during tax season.
• Plans and organizes workload for maximum efficiency and productivity.
• Collects on delinquent client accounts.

Accounting Services

• Assist in accounting transactions in a timely manner and in accordance with the GAAP and Compeer policies and procedures.
• Assist Accounting Specialist with accurate and timely accounting processing.
• Responsible for less complex accounting accounts, including depreciation, payroll processing, and full-service accounts.
• Meets multiple deadlines on accounts including completion of processing accounting files in time for tax planning, W-2 and 1099 preparation and year-end tax preparation.

Industry Expertise

• Actively learns all aspects of tax planning and preparation.
• Seeks out and participates in opportunities for self-development of technical knowledge, business management, tax law, or interpersonal skills.
• Provides answers and expertise to Compeer team members and clients related to tax and accounting.
• Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
• Assists Compeer team members at company sponsored events.
• Develops knowledge in all Compeer products and services.

Sales and Prospecting

• Markets and cross-sells all Compeer products and services to existing clients and prospects.
• Develops relationships with Compeer team members in assigned office or territory to facilitate referrals and new business.

Requirements

• Bachelor’s degree in accounting or related field; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Experience preparing taxes preferred.
• Strong written and verbal communication skills.
• Analytical skills with attention to detail.
• Ability to work evenings and weekends in order to meet deadlines and client expectations.
• Limited travel required.

Pay

Base Pay $57,900 - $82,100 USD

This role is eligible for variable compensation and other benefits.