Tax Consultant

1 week ago


Fond du Lac, Wisconsin, United States Farm Credit Council Full time
{"Job Title": "Tax Consultant", "Job Description": "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, 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 products and services to clients and eligible prospects, and perform other essential functions as outlined below.

Essential Functions
  • Performs tax projections and works with clients to develop strategic tax plans in accordance with Compeer policies and procedures and Internal Revenue Service (IRS) code requirements.
  • Provides tax and accounting consulting services on a wide range of issues affecting clients.
  • Prepares and signs income tax returns for individual, partnership, and corporate clients.
  • Recognizes and matches Compeer products based on client needs.
  • Prepares payroll tax, 1099, W2, and related forms and reports.
  • Collects on delinquent client accounts.
  • Establishes and maintains strong client relationships.
  • Maintains trial balance, general ledger, and fixed asset schedules for internal and non-accounting clients.
  • Assists clients with questions regarding accounting processes, records, and outcomes using QuickBooks Software.
  • Provides technical tax and accounting expertise to team members and clients when questions arise.
  • Advises local peer group members on tax law changes and their effects on client businesses.
  • Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
  • Assists Compeer team members on client visits and at agriculture or community events to develop knowledge in all Compeer products and services.
Minimum Qualifications & Required Knowledge, Skills, and Abilities
  • Bachelor's degree in accounting or 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 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.

Why Work with Us?
  • Amazing team members who are passionate about serving agriculture and rural America.
  • Investment in our team members' education, growth, and development.
  • Engagement in our communities through giving back and volunteerism.
  • Flexible, collaborative, and dynamic work environment.
  • Great benefits:
    • Medical, Dental, Vision insurance
    • 401K (3% Compeer contribution & up to an additional 6% match)
    • Paid time off (vacation, sick leave, holidays, volunteer time)

Find out why our team members choose Compeer Financial by watching this video.

Qualified candidates, please apply online at .

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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