Tax Planning and Preparation Specialist

2 months ago

Rochester, Minnesota, United States Compeer Financial Full time

Job Summary:

Compeer Financial is seeking a highly skilled Tax Planning and Preparation Specialist to join our team. As a key member of our financial services team, you will be responsible for providing expert tax planning and preparation services to our clients.

Key Responsibilities:

  • Perform tax projections and develop strategic tax plans for clients in accordance with Compeer policies and procedures, as well as Internal Revenue Service (IRS) code requirements.
  • Provide tax and accounting consulting services on a wide range of issues affecting clients.
  • Prepare and sign income tax returns for individual, partnership, and corporate clients.
  • Recognize and match Compeer products based on client needs.
  • Prepare payroll tax, 1099, W2, and related forms and reports.
  • Collect on delinquent client accounts.
  • Establish and maintain strong client relationships.
  • Maintain trial balance, general ledger, and fixed asset schedules for internal and non-accounting clients.
  • Assist clients with questions regarding accounting processes, records, and outcomes using QuickBooks Software.
  • Provide technical tax and accounting expertise to team members and clients when questions arise.
  • Advise local peer group members on tax law changes and their effects on client businesses.
  • Participate in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
  • Assist 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 a 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 the ability to communicate at all levels of the organization.
  • Exercises a high level of ethical and professional judgment.
  • 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.

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