Tax Planning and Preparation Specialist

4 weeks ago


Freeport IL, United States Farm Credit Full time

Position Overview:

This role involves providing tax planning and preparation services to clients, as well as managing the delivery of tax and accounting products and services. The ideal candidate will have a strong understanding of tax laws and regulations, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Perform tax planning and preparation services for clients
  • Manage the delivery of tax and accounting products and services
  • Provide technical accounting expertise to team members
  • Mentor and train tax and accounting team members
  • Lead Compeer team members on client visits and at agriculture or community events

Requirements:

  • Bachelor's degree in accounting or related field
  • Minimum of 7 years of experience in tax planning and preparation
  • 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

Why 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. We offer a dynamic work environment, investment in our team members' education and growth, and opportunities for engagement in our communities through giving back and volunteerism.


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