Tax and Accounting Assistant

1 month ago


Prairie du Sac, Wisconsin, United States Compeer Financial Full time
Compeer Financial Tax and Accounting Assistant

We are seeking a collaborative and dynamic professional to join our Tax and Accounting department as a Tax and Accounting Assistant. This role provides processing and administrative assistance to the team, ensuring accurate and timely support to our clients and team members.

Key Responsibilities:
  • Process and mail client W2s, 1099 forms, and tax returns
  • Upload tax service fees into our system
  • Complete various tax and accounting mailings
  • Provide accurate and timely accounting and tax processing support
  • Maintain tracking systems and adhere to department policies and procedures
Requirements:
  • Proficiency in MS Office applications, including Outlook, Word, and Excel
  • Ability and willingness to learn Adobe and other technology
About Compeer Financial:

We exist 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 invest in our team members' education, growth, and development, and engage in our communities through giving back and volunteerism.

We offer a flexible, collaborative, and dynamic work environment, as well as a range of benefits, including medical, dental, and vision insurance, 401K, and paid time off.



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