Assoc Tax Consultant
Compeer Financial

Fond du Lac, Wisconsin

Posted in Financial Services


This job has expired.

Job Info


Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

Tell me more about this opportunity.

Position Overview:
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.

Essential Functions:

  • 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.
  • Collects on delinquent client accounts.
  • Processes accounting transactions in a timely manner and in accordance with the GAAP and Compeer policies and procedures.
  • Provides 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.
  • 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.

Minimum Qualifications & Required Knowledge, Skills and Abilities:
  • 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.
  • Minimum of 1 year of tax preparation preferred.
  • Progressively gains more knowledge of Compeer's products, services and farm tax principles.
  • Knowledge, technical competency and technological effectiveness in tax planning and preparation that meets client's needs.
  • 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.
  • Works closely with all team members to effectively meet and/or exceed all client needs.
  • Ability to grow client portfolio.


Who is Compeer Financial?
Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities.

Why join our team?
  • Amazing team members who are passionate about serving agriculture and rural America.
  • Investment in our team members' education, growth and development.
  • Engagement in our communities through giving back and volunteerism.
  • Flexible, collaborative and dynamic work environment.
  • Great benefits:
    • Medical, Dental, Vision insurance
    • 401K (3% Compeer contribution & up to an additional 6% match)
    • Paid time off (vacation, sick leave, holidays, volunteer time)


Find out why our team members choose Compeer Financial by watching this video.

How do I apply?
Qualified candidates, please apply online at www.compeer.com/careers.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.


This job has expired.

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