Temporary Tax and Accounting Assistant

About the role

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. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

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)
• Professional membership/certification reimbursement

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

Responsibilities

The Casual/Seasonal Tax and Accounting Assistant position at Compeer Financial is designed to provide essential processing and administrative support to the Tax and Accounting department. This role is pivotal in ensuring that team members and clients receive professional, accurate, efficient, and reliable assistance. As a part of this dynamic and engaging environment, you will work closely with full-time Assistants, gaining valuable insights into the culture of an agricultural tax and accounting firm. This position is ideal for individuals looking to immerse themselves in the agribusiness sector while developing their skills in tax and accounting processes.

• Scan, process, print and mail client W-2s, 1099 forms and various tax returns
• Ensure tax service fees are uploaded into the system
• Complete various tax and accounting mailings
• Provide accurate and timely accounting and tax processing support
• Maintain tracking system and adhere to department policies, procedures and best practices to balance the workload and meet aggressive timelines

Requirements

• High School diploma or equivalent preferred
• Strong listening, written and verbal communication skills
• High degree of accuracy, attention to detail, organizational and time management skills
• Skills in using MS Office applications including Outlook, Word and Excel
• Ability and willingness to learn Adobe and other technology
• 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)

Pay

Base Pay: $19 – $21 USD per hour. Actual hourly rate offered is dependent upon year in school, work experience, transferable skills, business needs and market demands. The hourly rate range is subject to change and may be modified in the future.

Schedule

• Minimum commitment of 20 hours per week, with opportunity to work up to 40 hours per week January 2027 through mid-April 2027
• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Position located in Wisconsin offices: Fond du Lac, Sun Prairie, Prairie du Sac, Dodgeville, Onalaska, or Johnson Creek