Sr. Client Accounting Advisor

The role

Compeer Financial is a cooperative providing financial services to agriculture and rural communities. This position is based in Fond du Lac, WI and offers a hybrid work option up to 50% remote.

Responsibilities

• Client Advisory & Relationship Management
• Build and maintain strong, long-term client relationships
• Provide insightful financial guidance
• Deliver accurate financial statements
• Help clients leverage data to drive business decisions
• Advanced Accounting & Client Financial Advisory
• Manage complex accounting functions including full-service accounts, payroll processing, depreciation, and financial reporting
• Achieve accuracy, timeliness, and compliance across all client deliverables
• Business Development & Revenue Growth
• Identify and pursue opportunities to expand services
• Partner with internal teams to generate referrals and support new client efforts
• Industry Expertise & Thought Leadership
• Serve as a subject matter expert on accounting and tax-related matters
• Stay current on industry trends and regulatory changes
• Share insights with clients and team members to enhance decision-making
• Team Mentorship & Training
• Coach and mentor accounting team members
• Provide training on best practices, accounting principles, and systems
• Review work for quality and consistency while fostering professional development

Requirements

Minimum of 5+ years of progressive accounting experience (including bookkeeping, payroll, or financial reporting), with demonstrated exposure to complex accounts and client-facing work. An associate’s degree in Accounting or a related field (Bachelor’s degree preferred) or equivalent combination of education and experience.

Proven ability to build trust with clients, communicate financial concepts clearly, and proactively identify opportunities to grow relationships and services. Experience training, coaching, or guiding team members; comfortable providing feedback and supporting team development. Strong knowledge of GAAP, accounting software, and Microsoft Office; high attention to detail with excellent organizational and analytical skills.

Qualifications

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Benefits

• 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 and more!

Pay

$42,300 - $73,900 USD

Schedule

Hybrid model – up to 50% work from home