Tax Consultant

1 week ago

Rochester, United States Compeer Financial Full time

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace cultureTell me more about this opportunity.Position Overview: This position performs tax planning and preparation services for clients and is responsible for signing the tax returns. Manages the delivery of tax and accounting products and services. Promotes and markets tax and accounting products and services to clients and eligible prospects.Essential Functions: * Performs tax projections and works with clients to develop strategic tax plans in accordance with Compeer policies and procedures and Internal Revenue Service (IRS) code requirements. * Provides tax and accounting consulting services on a wide range of issues affecting clients. * Prepares and signs the income tax returns for individual, partnership and corporate clients. * Recognizes and matches Compeer products based on client needs. * Prepares payroll tax, 1099, W2 and related forms and reports. * Collects on delinquent client accounts. * Establishes and maintains strong client relationships. * Maintains trial balance, general ledger and fixed asset schedules for internal and non-accounting clients. * Assists clients with questions regarding accounting processes, records and outcomes using QuickBooks Software. * Provides technical tax and accounting expertise to team members and clients when questions arise. * Advises local peer group members on tax law changes and the affects to client businesses. * 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 agriculture or community events to develop knowledge in all Compeer products and services.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 3 years of experience in tax planning and preparation. * Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required. * Ability to earn certification by passing the Farm Credit Services Tax Exam within two attempts. * Knowledge of federal and state laws, regulations and compliance requirements specific to the financial industry and Farm Credit. * Ability to communicate Compeer"s "value added" business and financial concepts to attract new prospects. * Solid knowledge of tax and accounting products and services. * Solid knowledge of tax and accounting policies and procedures. * Experience in planning and preparation of farm taxes preferred. * Listening, written and verbal communication skills, with ability to communicate at all levels of the organization. * Exercises a high level of ethical and professional judgement. * Skill in developing and maintaining interpersonal relationships. * Ability to give presentations one-on-one or to a group. * High level of integrity. * Problem solving, decision making and organizational skills. * Computer skills, including MS Office applications and tax and accounting software. * Analytical skills with attention to detail. * Ability to work evenings and weekends from November to May in order to meet deadlines and client expectations. * Ability to grow client portfolio. * Valid driver"s license.
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.

  • Tax Consultant

    3 days ago

    Rochester, Minnesota, United States Compeer Financial Full time

    Job Title: Tax ConsultantCompeer Financial is seeking a highly skilled Tax Consultant to join our team. As a Tax Consultant, you will be responsible for providing tax planning and preparation services to our clients, ensuring compliance with federal and state laws and regulations.Key Responsibilities:Perform tax projections and develop strategic tax plans...

  • Tax Consultant

    1 week ago

    Rochester, Minnesota, United States Compeer Financial Full time

    Job Title: Tax ConsultantCompeer Financial is seeking a collaborative and innovative professional to join our team as a Tax Consultant. As a key member of our team, you will be responsible for providing tax planning and preparation services to our clients, ensuring compliance with federal and state laws and regulations.Key Responsibilities:Perform tax...

  • Senior Tax Consultant

    4 weeks ago

    Rochester, New York, United States Jobot Full time

    Tax Manager (hybrid remote work)This position is hosted by Jobot.About Us:We are a well-established public accounting firm dedicated to delivering exceptional audit, tax, financial consulting, business valuation, information systems consulting, and outsourced accounting services. Our team comprises industry-specific experts who provide independent,...

  • Senior Tax Consultant

    4 weeks ago

    Rochester, New York, United States Jobot Full time

    Tax Manager (hybrid remote work)This position is hosted by Jobot.About Us:We are a well-established public accounting firm dedicated to delivering exceptional audit, tax, financial consulting, business valuation, information systems consulting, and outsourced accounting services. Our team of industry-specific professionals is committed to providing...

  • Senior Tax Consultant

    4 weeks ago

    Rochester, New York, United States Jobot Full time

    Senior Tax Consultant (hybrid remote work) This Jobot Job is hosted by: Mark Schluter Are you a fit? Easy Apply now by clicking the "Apply" buttonand sending us your resume. Salary: $100,000 - $140,000 per year About Us: Established in the 1990s, we are a public accounting firm dedicated to delivering top-notch audit, tax, financial advisory, business...

  • Senior Tax Consultant

    4 weeks ago

    Rochester, New York, United States Jobot Full time

    Tax Manager (hybrid remote work)About Us:We are a distinguished public accounting firm dedicated to delivering exceptional audit, tax, financial advisory, business valuation, information systems consulting, and outsourced accounting solutions. Our team of experts offers independent, innovative insights backed by technical proficiency and a comprehensive...

  • Senior Tax Consultant

    4 weeks ago

    Rochester, New York, United States Jobot Full time

    Tax Manager (hybrid remote work)This position is hosted by Jobot.About Us:We are a distinguished public accounting firm established in the 1990s, located in a vibrant urban setting. Our firm is dedicated to delivering exceptional audit, tax, financial advisory, business valuation, information systems consulting, and outsourced accounting services. Our team...

  • Tax Manager

    6 days ago

    Rochester, New York, United States gpac Full time

    Job Title: Tax Manager **Job Summary:** We are seeking a highly skilled Tax Manager to join our team at GPAC. As a Tax Manager, you will oversee a team of highly motivated Tax staff, provide tax compliance and consulting to a diverse base of clients, and meet regularly with business and community contacts to maintain and grow a network within the local...

  • Tax Manager

    1 week ago

    Rochester, Michigan, United States Marcum LLP Full time

    Job SummaryMarcum LLP is seeking a highly skilled Tax Manager to join our team in Rochester, Michigan. As a Tax Manager, you will be responsible for the efficient and accurate preparation of clients' tax returns, as well as assisting in making decisions on tax situations. This role requires a strong understanding of tax compliance, tax consulting, and...

  • Tax Talent Acquisition

    13 hours ago

    Rochester, New York, United States Freed Maxick CPAs P C Full time

    About the RoleFreed Maxick CPAs P C is seeking a highly skilled Tax Talent to join our team as a Trust and Estate Returns Specialist. As a key member of our tax services team, you will be responsible for directing multiple engagements, preparing and reviewing complex estate fiduciary income tax returns, and providing tax planning and consulting to high net...

  • Tax Planning Specialist

    6 days ago

    Rochester, Minnesota, United States Compeer Financial Full time

    Job SummaryWe are seeking a highly skilled Tax Consultant to join our team at Compeer Financial. As a Tax Consultant, you will be responsible for providing tax planning and preparation services to our clients, as well as managing the delivery of tax and accounting products and services.Key ResponsibilitiesPerform tax projections and develop strategic tax...

  • Tax Planning Specialist

    6 days ago

    Rochester, New York, United States Farm Credit Full time

    Job SummaryWe are seeking a highly skilled Tax Consultant to join our team at Compeer Financial. As a Tax Consultant, you will be responsible for providing tax planning and preparation services to our clients, as well as managing the delivery of tax and accounting products and services.Key ResponsibilitiesPerform tax projections and develop strategic tax...

  • Tax Planning Specialist

    22 hours ago

    Rochester, New York, United States Compeer Financial Full time

    Job SummaryWe are seeking a highly skilled Tax Consultant to join our team at Compeer Financial. As a Tax Consultant, you will be responsible for providing tax planning and preparation services to our clients, as well as managing the delivery of tax and accounting products and services.Key ResponsibilitiesPerform tax projections and develop strategic tax...

  • Tax Manager

    3 days ago

    Rochester, Michigan, United States Marcum LLP Full time

    Job Title: Tax ManagerMarcum LLP is seeking a highly skilled Tax Manager to join our team in Rochester, Michigan. As a Tax Manager, you will be responsible for the efficient and accurate preparation of clients' tax returns, as well as assisting Partners, Directors, and Senior Managers in making decisions on tax situations.Key Responsibilities:Prepare and...

  • Tax Planning Specialist

    4 days ago

    Rochester, New York, United States Farm Credit Full time

    Job SummaryWe are seeking a highly skilled Tax Consultant to join our team at Compeer Financial. As a Tax Consultant, you will be responsible for providing tax planning and preparation services to our clients, as well as managing the delivery of tax and accounting products and services.Key ResponsibilitiesPerform tax projections and develop strategic tax...

  • Tax Administrator

    2 weeks ago

    Rochester, United States Northwest Talent Solutions LLC Full time

    Northwest Talent Solutions is a leading Technology Finance and Healthcare staffing/recruiting and HR/DEI consulting firm partnering with outstanding clients within the private industry and public sector. Currently we are partnered with a preferred client in Rochester NY in search of a talented Tax Administrator. Job Summary: The Tax Administrator will be...

  • Tax Manager

    4 weeks ago

    Rochester, United States Marcum LLP Full time

    Marcum LLP offers a great career with exceptional benefits. There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your...

  • Tax Advisor

    3 weeks ago

    Rochester, Minnesota, United States Compeer Financial Full time

    Position Overview:This position entails delivering tax advisory and preparation services for clients, while overseeing the provision of tax and accounting solutions. You will also be tasked with promoting and marketing these offerings to both clients and potential clients.Key Responsibilities: Execute tax forecasts and partner with clients to develop...

  • Tax - Senior Manager- Business Tax Services- Corporate Tax (Central Region Office Locations)

    4 months ago

    Rochester, United States Deloitte Full time

    Position Summary Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function with business objectives, including...

  • Tax Compliance Manager

    4 weeks ago

    Rochester, New York, United States Jobot Full time

    Tax Manager (hybrid remote work)About Us:We are a leading public accounting firm committed to delivering exceptional audit, tax, financial advisory, business valuation, information systems consulting, and outsourced accounting solutions. Our team of experts provides insightful, innovative guidance backed by extensive technical knowledge and a profound...