Accounting Specialist

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 Rochester, MN;
Eau Claire, WI; or Onalaska, WI office location.

The contributions you will make:

This position delivers accurate, timely recurring accounting services that provide clients and Compeer team members with financial information to support credit, tax, and management decisions. The incumbent manages assigned accounting work using established procedures, maintains client records and deadlines, supports consistent service delivery, and escalates complex accounting, client service, or consultation matters appropriately.

A typical day:

• Delivers assigned accounting services and client-ready financial information for established client relationships.
• Manages recurring accounting work, deadlines, open items, and work needed for tax planning, preparation, and form filings.
• Maintains quality, documentation, and client follow-through consistent with standards, policy, and service expectations.
• Builds client relationships by explaining accounting information and how it supports business decisions, tax planning, and financial management; escalates complex client or technical needs.
• Supports client retention, service expansion, referrals, and new-client growth with internal partners.
• Applies accounting, system, and process knowledge to support efficient service delivery and improvement efforts.
• Shares knowledge and supports training for interns, seasonal team members, or newer team members.

The skills and experience we prefer you have:

• Solid knowledge of routine accounting practices, accounting systems, and financial information.
• Consistent delivery of accurate, timely assigned work using sound professional judgment and appropriate confidentiality practices.
• Clear communication of routine accounting information and appropriate escalation of complex client or technical needs.
• Strong organization, documentation, deadline-management, and client-service skills.
• Working knowledge of Compeer’s Tax & Accounting services and related products and services sufficient to identify client needs, explain available support, and make appropriate referrals.
• Solid technical proficiency in accounting preparation, accounting systems, and financial reporting practices.
• Clear written and verbal communication skills, including communicating accounting information to clients and internal partners.
• Strong attention to detail, accuracy, organization, and deadline management.
• Sound ethical and professional judgment and appropriate handling of…