Financial Services Coordinator

2 months ago


Onalaska WI, United States Compeer Financial Full time
Job Summary

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.
Requirements
  • 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.
About Compeer Financial

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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