Tax Consultant

3 weeks ago

Onalaska, Wisconsin, United States Compeer Financial Full time
Job Title: Tax Consultant

Compeer Financial is seeking a collaborative and innovative professional to join our team as a Tax Consultant. As a key member of our team, you will play a crucial role in providing tax planning, preparation services, and ensuring compliance with federal and state laws.

Key Responsibilities:
  • Perform tax projections and develop strategic tax plans for clients in accordance with Compeer policies and procedures.
  • 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.
  • Maintain strong client relationships.
  • Assist clients with questions regarding accounting processes, records, and outcomes using QuickBooks Software.
  • Provide technical tax and accounting expertise to team members and clients.
  • Advises 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.
Requirements:
  • Bachelor's degree in accounting or a related field or an equivalent combination of education and experience.
  • 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.

  • Tax Consultant

    3 weeks ago

    Onalaska, Wisconsin, United States Farm Credit Council Full time

    Job Title: Tax ConsultantWe are seeking a highly skilled Tax Consultant to join our team at Compeer Financial. As a Tax Consultant, you will be responsible for providing tax planning, tax preparation services, and signing client tax returns. You will also manage the delivery of tax and accounting products and services, promote and market tax and accounting...

  • Tax Consultant

    3 weeks ago

    Onalaska, Wisconsin, United States Compeer Financial Full time

    {"Job Title": "Tax Consultant", "Job Description": "Job SummaryCompeer Financial is seeking a highly skilled Tax Consultant to join our team. As a Tax Consultant, you will be responsible for providing tax planning, tax preparation services, and signing client tax returns. You will also manage the delivery of tax and accounting products and services, promote...

  • Tax Consultant

    3 weeks ago

    Onalaska, Wisconsin, United States Farm Credit Council Full time

    {"Job Title": "Tax Consultant", "Job Description": "Job SummaryWe are seeking a highly skilled Tax Consultant to join our team at Compeer Financial. As a Tax Consultant, you will be responsible for providing tax planning and preparation services to our clients, as well as managing the delivery of tax and accounting products and services.Key...

  • Tax and Accounting Professional

    2 weeks ago

    Onalaska, Wisconsin, United States Compeer Financial Full time

    Position OverviewThis role will provide an opportunity to learn and develop an understanding of tax return preparation, accounting processing, and consulting services for our clients in the agricultural industry.As a member of our team, you will work collaboratively with a team of CPAs, EAs, and tax/accounting professionals to produce quality financial...

  • Tax and Accounting Professional

    3 weeks 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...

  • Tax and Accounting Professional

    3 weeks ago

    Onalaska, Wisconsin, United States Compeer Financial Full time

    Compeer Financial Tax and Accounting InternshipCompeer Financial is seeking a highly motivated and detail-oriented individual to join our team as a Tax and Accounting Intern. This is a paid internship that offers a unique opportunity to gain hands-on experience in tax return preparation, accounting processing, and consulting services for our clients.Key...

  • Tax and Accounting Professional

    1 week ago

    Onalaska, Wisconsin, United States Compeer Financial Full time

    Job Title: Tax and Accounting ProfessionalCompeer Financial is seeking a highly motivated and detail-oriented Tax and Accounting Professional to join our team. As a Tax and Accounting Professional, you will be responsible for assisting Tax Consultants with input of client financial information for annual payroll filings, monthly accounting, and federal &...

  • Tax and Accounting Professional

    3 weeks ago

    Onalaska, Wisconsin, United States Compeer Financial Full time

    Compeer 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...

  • Tax and Accounting Professional

    1 week ago

    Onalaska, Wisconsin, United States Compeer Financial Full time

    Compeer 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...

  • Tax Consultant

    1 day ago

    Onalaska, United States Compeer Financial Full time

    Job Title: Assoc Tax ConsultantCompeer Financial is seeking a collaborative and innovative professional to join our team as an Associate Tax Consultant.Job Summary:This role provides tax preparation, planning, and consulting support for clients and the Tax and Accounting team. The successful candidate will build relationships with clients, offer tax and...

  • Tax Planning Specialist

    3 weeks ago

    Onalaska, United States Farm Credit Full time

    Job SummaryWe are seeking a highly skilled Tax Consultant to join our team at Compeer Financial. As a Tax Consultant, you will be responsible for providing tax planning, preparation services, and managing the delivery of tax and accounting products and services to our clients.Key ResponsibilitiesPerform tax projections and develop strategic tax plans for...

  • Intern Tax and Accounting

    1 month ago

    Onalaska, United States Compeer Financial Full time

    Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!This is a paid internship; however, the intern must provide their own housing and transportation. Business related transportation and expenses will be paid by the organization. This intern will work part-time approximately January -...

  • Intern Tax and Accounting

    1 week ago

    Onalaska, United States Compeer Financial Full time

    Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!This is a paid internship; however, the intern must provide their own housing and transportation.You could be just the right applicant for this job Read all associated information and make sure to apply.Business related transportation...

  • Intern Tax and Accounting

    2 months ago

    Onalaska, United States Compeer Financial Full time

    Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! This is a paid internship; however, the intern must provide their own housing and transportation. Business related transportation and expenses will be paid by the organization. This intern will work part-time approximately January -...

  • Accounting/Tax Professional

    2 days ago

    Onalaska, WI, United States Compeer Financial Full time

    Compeer 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...