Tax and Accounting Assistant WI-Dodgeville

Empowered to live. Inspired to work.
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.

How we support you:

• 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)
• Benefits: 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
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

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

Where you will work: This position offers a hybrid schedule with 1 to 2 remote days per week, based primarily in the Dodgeville, WI office.

The contributions you will make: This position assists Tax and Accounting with operational tasks that provide clients with information for credit, accounting, tax, and management decisions.

A typical day:

Tax Support

• 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 timeliness.
• 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 andfull-services accounts) into appropriate accounting software.
• Enters, reviews, balances, prints, assembles and mails reports tousers.

The skills and experience we prefer you have:

• 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 levelsof 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)…