Assoc Tax Consultant

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.

This position offers a hybrid work option up to 50%. remote and is based out of the Sun Prairie, WI or Prairie du Sac office location.

This position provides tax preparation, planning and consulting support for clients and the Tax and Accounting team. Collaboratively builds relationships with clients and offers tax and accounting knowledge and services under the direct mentoring of a Senior Tax Consultant.

• Performs tax estimates and prepares income tax returns for clients in a timely manner in accordance with the Internal Revenue Service (IRS) code requirements and Compeer policies and procedures and
  researches and presents tax planning opportunities for client portfolios under the guidance of a Senior Tax Consultant.
• Maintains an established portfolio of tax clients.
• Partners with Senior Tax Consultants during transition meetings.
• Serves as a mentor and resource for tax interns during tax season.
• Plans and organizes workload for maximum efficiency and productivity.
• Collects on delinquent client accounts.
• May sign returns if qualified and under management discretion.

• Processes accounting transactions in a timely manner and in accordance with the GAAP and Compeer policies and procedures.
• rovides accurate and timely accounting processing and delivery of financial statements to clients.
• Responsible for less complex accounting accounts, including depreciation, payroll processing, and full-service accounts:
  • Inputs client provided accounting data into accounting software.
  • Keys, balances, reviews and prints monthly accounting reports.
  • Demonstrates to the client the importance and value of ccurate and timely financial statements and how they can
    be used to add value.
  • Meets multiple deadlines on accounts including completion of processing accounting files in time for tax planning, W-2 and 1099 preparation and year-end tax preparation.
  • Assists Compeer team members and clients with accounting questions.

• Actively learns all aspects of tax planning and preparation.
• Seeks out and participates in opportunities for self-development of technical knowledge, business management, tax law, or interpersonal skills.
• Provides answers and expertise to Compeer team members and clients related to tax and accounting.
• Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
• Assists Compeer team members on client visits and at…