Financial Services Coordinator
2 months ago
Compeer Financial is seeking a highly organized and detail-oriented individual to join our Tax and Accounting team as a Casual/Seasonal Tax and Accounting Assistant. In this role, you will provide administrative support to our tax and accounting department, ensuring the efficient processing and delivery of client documents and services.
Key Responsibilities- Process and mail client W2s, 1099 forms, and tax returns in a timely and accurate manner.
- Upload tax service fees into our system and maintain accurate records.
- Prepare and send various tax and accounting mailings to clients.
- Provide exceptional support to our tax and accounting team, ensuring seamless communication and collaboration.
- Maintain accurate tracking systems and adhere to departmental policies and procedures to meet aggressive deadlines.
- Proficiency in MS Office applications, including Outlook, Word, and Excel.
- Ability to learn and adapt to new technology, including Adobe and other software.
- Excellent organizational and time management skills, with a focus on attention to detail.
- Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
Compeer Financial is a leading agricultural lender and financial services provider, dedicated to empowering rural America and supporting the growth and development of our communities. We offer a dynamic and collaborative work environment, with opportunities for professional growth and development. Our team members enjoy a range of benefits, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
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Financial Services Professional
5 months ago
Onalaska, United States Bankers Life Full timeBankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...
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Financial Services Professional
2 weeks ago
McFarland, WI , USA, United States Thrivent Financial Full timeUnlock Your Potential as a Thrivent Financial AdvisorAre you passionate about helping others achieve their financial goals? Do you have a strong desire to build a successful career in financial services? Look no further than Thrivent Financial, a Fortune 500 organization dedicated to providing financial advice, investments, insurance, and banking services to...
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Financial Services Professional
2 weeks ago
Madison, WI , USA, United States Thrivent Financial Full timeBe Your Own Boss in Financial ServicesAt Thrivent Financial, we're looking for entrepreneurial individuals who share our passion for helping others achieve their financial goals. As a financial advisor, you'll have the freedom to build a successful practice, guided by our support and resources.Key Responsibilities:Provide personalized financial guidance and...
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Financial Services Professional
2 weeks ago
Madison, WI , USA, United States Thrivent Financial Full timeBe Your Own Boss in Financial ServicesAt Thrivent Financial, we're not just looking for employees - we're looking for entrepreneurs who want to build a successful financial practice and make a real difference in people's lives.As a Thrivent Financial financial advisor, you'll have the opportunity to work with clients to help them achieve their financial...
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Accounting/Tax Professional
3 weeks ago
Onalaska, WI, United States Compeer Financial Full timeCompeer Financial: Empowering Rural AmericaWe are seeking a talented and motivated individual to join our team as a Tax and Accounting Intern. As a member of our team, you will have the opportunity to work with a dynamic and collaborative group of professionals who are passionate about serving our clients and communities.Job SummaryThis internship will...
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Administrative Assistant
3 weeks ago
Onalaska, WI, United States Compeer Financial Full timeJob SummaryCompeer Financial is seeking a highly organized and detail-oriented individual to join our Tax and Accounting team as a Casual/Seasonal Tax and Accounting Assistant. In this role, you will provide administrative support to our tax and accounting department, ensuring the efficient processing and delivery of client documents and services.Key...
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Tax and Accounting Support Specialist
2 months ago
Onalaska, WI, United States Compeer Financial Full timeJob SummaryCompeer Financial is seeking a highly organized and detail-oriented Tax and Accounting Support Specialist to join our team. As a key member of our Tax and Accounting department, you will provide processing and administrative assistance, ensuring the accuracy and efficiency of our tax and accounting services.Key ResponsibilitiesProcess and mail...
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Financial Services Representative
2 weeks ago
Onalaska, Wisconsin, United States Coulee Bank Full timeCoulee Bank Job OpportunityWe are seeking a skilled Universal Banker to provide exceptional customer service and support our banking operations.This role involves processing transactions, cross-selling bank products, and promoting business for the bank. You will also be responsible for managing a cash drawer and supporting other departments.Key...
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Financial Services Professional
2 weeks ago
Madison, WI , USA, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at Old National Bank in Madison, WI, would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial. Under this model,...
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Financial Services Professional
2 weeks ago
Madison, WI , USA, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at Old National Bank in Madison, WI, presents a chance to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial. Under this model,...
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Customer Service Coordinator
2 weeks ago
Onalaska, United States Camping World Full timeCustomer Service CoordinatorAt Camping World, we're looking for a skilled Customer Service Coordinator to join our team. As a key member of our front desk team, you'll be responsible for coordinating front desk activities, including answering and directing incoming phone calls. You'll be the first point of contact for customers, greeting and welcoming them...
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Credit Services Coordinator
3 weeks ago
Onalaska, United States Kwik Trip Full timeAlready a Kwik Trip Coworker?Follow this link to apply:myapps.kwiktrip.comLocation: Department 688 Shift: VariableExperience: Less than 1 yearMinimum Starting Pay: $17.15 CREDIT Credit Services Coordinator - La Crosse, WI: Kwik Trip Inc.'s Credit department is looking for a well-rounded Call Services Coordinator Job Description : As a Call Services...
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Financial Services Specialist
3 weeks ago
Madison, WI , USA, United States Equitable Services Full timeJoin Our Team as a Financial ProfessionalEquitable Advisors is a leading firm in the financial services and insurance industry, dedicated to helping individuals build fulfilling futures. We are currently seeking a talented Financial Professional to join our Retirement Benefits Group (RBG).The RBG is a specialized team that focuses on providing financial...
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Activities Coordinator
5 days ago
Onalaska, WI, United States GENTLE TOUCH HEALTH INITIATIVES LLC Full timeJob Title: Activities CoordinatorAt Gentle Touch Health Initiatives LLC, we are seeking a skilled Activities Coordinator to join our team. As an Activities Coordinator, you will be responsible for assisting the Director of Resident Services in planning and leading a variety of activity programs designed to meet the residents' social, physical, mental,...
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Tax and Accounting Professional
2 months ago
Onalaska, Wisconsin, United States Compeer Financial Full timeCompeer Financial Tax and Accounting Internship OpportunityCompeer Financial is seeking a highly motivated and detail-oriented individual to join our team as a Tax and Accounting Intern. This paid internship provides a unique opportunity to gain hands-on experience in tax return preparation, accounting processing, and consulting services for our clients.Key...
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Tax and Accounting Professional
1 month ago
Onalaska, Wisconsin, United States Compeer Financial Full timeCompeer Financial Tax and Accounting Internship OpportunityCompeer Financial is seeking a highly motivated and detail-oriented individual to join our team as a Tax and Accounting Intern. This paid internship provides a unique opportunity to gain hands-on experience in tax return preparation, accounting processing, and consulting services for our clients.Key...
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Tax and Accounting Professional
2 weeks ago
Onalaska, Wisconsin, United States Compeer Financial Full timeCompeer Financial Tax and Accounting Internship OpportunityCompeer Financial is seeking a collaborative and innovative professional to join our team as a Tax and Accounting Intern. This internship provides a unique opportunity to learn and develop an understanding of tax return preparation, accounting processing, and consulting services for our clients.Key...
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Tax and Accounting Professional
2 months ago
Onalaska, Wisconsin, United States Compeer Financial Full time{"title": "Tax and Accounting Internship", "description": "Compeer Financial is seeking a collaborative and innovative professional to join our team as a Tax and Accounting Intern. This paid internship offers a unique opportunity to learn and develop an understanding of tax return preparation, accounting processing, and consulting services for our clients.As...
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Assoc Tax Consultant
2 weeks ago
Onalaska, United States Compeer Financial Full timeCompeer 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...
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Tax and Accounting Assistant
4 weeks ago
Onalaska, Wisconsin, United States Compeer Financial Full timeCompeer Financial Tax and Accounting AssistantCompeer Financial is seeking a collaborative and dynamic professional to join our Top Workplace culture as a Tax and Accounting Assistant. This role provides processing and administrative assistance to the Tax and Accounting department, ensuring accurate and timely support to team members and clients.Key...