Tax and Accounting Assistant

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.

About the role

This position assists Tax and Accounting with operational tasks that provide clients with information for credit, accounting, tax, and management decisions. This role offers a hybrid schedule with 1 to 2 remote days per week, based primarily in the Dodgeville, WI office.

Responsibilities

• Tax Support Processes
  • Processes W-2’s, 1099’s, eFile and Coalation.
  • Keys, processes, prints and mails customer W-2’s and 1099 forms.
  • Schedules tax planning and preparation appointments, as requested.
  • Ensures tax service fees are uploaded into the Related Services System (RSS).
  • Assigns CIF numbers and sets up new member records.
  • Updates tax database as necessary.
  • Completes various tax mailings including large mass mailings for tax planning and year end as necessary.
  • Works with the credit department to produce and process Consent to Disclosures forms.
  • Inputs basic tax return information into system for Tax Consultants.
• Client Service and Support
  • Provides accurate and timely accounting and tax processing support.
  • Maintains tracking system and adheres to department policies, procedures and best practices to balance the workload and meet aggressive timelines.
  • Maintains a working knowledge of tax and accounting products and services to the extent that customer calls or questions can be directed to the appropriate tax consultant or accounting specialist.
  • Identifies and suggests improvements to work process, policies, procedures and best practices.
  • Serves as a resource for other departments regarding tax and accounting products and services.
• Accounting Support
  • Provides accurate and timely accounting processing support.
  • Keys less complex accounting activities (depreciation, payroll and full-services accounts) into appropriate accounting software.
  • Enters, reviews, balances, prints, assembles and mails reports to users.

Requirements

• High School Diploma or equivalent required; Associate degree in business administration, accounting or related field preferred.
• Entry-level experience in accounting or tax in a financial institution.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Skill in developing and maintaining interpersonal relationships.
• High degree of accuracy, attention to detail, organizational and time management skills.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Strong analytical skills with attention to detail.

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 (e.g. 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.

Pay

Base Pay $42,300 - $60,100 USD. This role is eligible for variable compensation and other benefits. The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands.