Tax Consultant Associate

1 week ago


Fond du Lac, Wisconsin, United States Compeer Financial Full time

Job Summary:

Compeer Financial is seeking a collaborative and dynamic professional to assist in tax return preparation for the Tax and Accounting team.

Key Responsibilities:

  • Assist Tax Consultants with input of client financial information for annual payroll filings, monthly accounting, and federal & state tax returns.
  • Work collaboratively with a team of CPAs, EAs, and tax/accounting professionals to produce quality financial products and services for agricultural producers.
  • Develop farm tax knowledge specific to the agricultural industry.
  • Provide administrative support, including organizing documents, scanning, printing, and mailing.

Requirements:

  • Minimum of 1 year of tax return preparation experience.
  • High degree of accuracy and organization.
  • Exercises a high level of ethical and professional judgment.
  • High level of integrity.
  • Strong computer skills, including MS Office applications and tax and accounting software.
  • Analytical skills with attention to detail.
  • Works closely with all team members to effectively meet and/or exceed all client needs.
  • Knowledge of agriculture and agricultural operations is a plus, but not required.
  • Ability and willingness to learn Adobe and other technology.
  • Self-motivated individual driven to learn and grow.

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.

Why Work with Us:

  • 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, including medical, dental, vision insurance, 401K, and paid time off.


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