Tax Planning Specialist

6 days ago

Fond du Lac, Wisconsin, United States Farm Credit Full time
Job Summary

We 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 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.
  • 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.
About 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 embrace business agility and innovative approaches to serving our clients and communities.

We offer a dynamic work environment, investment in our team members' education, growth, and development, engagement in our communities through giving back and volunteerism, and great benefits, including medical, dental, vision insurance, 401K, paid time off, and more.

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