Assoc Tax Consultant

The role

This person provides tax preparation, planning, and consulting support for clients and the Tax and Accounting team. They also process accounting transactions and market Compeer products to existing clients and prospects.

What you will do

• Performs tax estimates and prepares income tax returns.
• Researches and presents tax planning opportunities.
• Maintains an established portfolio of tax clients.
• Serves as a mentor and resource for tax interns.
• Processes accounting transactions in accordance with GAAP.
• Provides accurate and timely accounting processing and delivery of financial statements.
• Inputs client provided accounting data into accounting software.
• Markets and cross-sells all Compeer products and services.
• Develops relationships with team members to facilitate referrals.
• Assists team members and clients with accounting questions.

Required qualifications

• 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.
• Knowledge, technical competency and technological effectiveness in tax planning and preparation.
• Strong written and verbal communication skills.
• High degree of accuracy and organization.
• Exercises a high level of ethical and professional judgement.
• High level of integrity.
• Strong computer skills, including MS Office applications and tax and accounting software.
• Skill in developing and maintaining interpersonal relationships.
• Analytical skills with attention to detail.
• Problem solving, decision making and organizational skills.
• Ability to work evenings and weekends in order to meet deadlines and client expectations.
• Some travel required to conduct on-farm services, attend department meetings and continuing education opportunities.

Nice to have

• Minimum of 1 year of preparing taxes preferred.

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
• Professional membership/certification reimbursement

Before you apply

• 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.

About the company

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. They provide financial services to support agriculture and rural communities.