Tax Specialist, contract

4 weeks ago

Onalaska WI, United States Farm Credit Full time

Position Overview:

This role performs tax planning, preparation services, and is responsible for signing client 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.

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 income tax returns for individual, partnership, and corporate clients. Prepares payroll tax, 1099, W2, and related forms and reports. Collects on delinquent client accounts. 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 their effects on 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.

Requirements:

  • 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.
  • ~3+ years of experience in tax planning and preparation.
  • ~ 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.
  • ~ Computer skills, including MS Office applications and tax and accounting software.
  • ~ Ability to work evenings and weekends from November to May in order to meet deadlines and client expectations.

About 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. Investment in our team members' education, growth, and development. Engagement in our communities through giving back and volunteerism. Flexible, collaborative, and dynamic work environment. Medical, Dental, Vision insurance. Paid time off (vacation, sick leave, holidays, volunteer time).

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