Assoc Tax Consultant

Compeer Financial • Fond du Lac, WI

2d • $57,900 - $82,100 • Hybrid

About The Position

This position provides tax preparation, planning, and consulting support to clients and the Tax and Accounting team. Working under the direct mentorship of a Senior Tax Consultant, the Associate Tax Consultant builds client relationships and provides tax and accounting knowledge and services.

The role prepares tax estimates and income tax returns, researches tax-planning opportunities, and maintains a portfolio of tax clients. It also processes accounting transactions and provides clients with accounting services and financial statements, including work on less complex accounts involving depreciation, payroll, and full-service accounting.

The position develops tax and accounting expertise, supports educational programs, assists with client visits and community events, and markets Compeer products and services to existing clients and prospects. The role is based at the Fond du Lac, Wisconsin office and offers a hybrid work option of up to 50% remote work.

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.
• Knowledge, technical competency, and technological effectiveness in tax planning and preparation to meet client needs.
• Strong written and verbal communication skills.
• High degree of accuracy and organization.
• High level of ethical and professional judgment and integrity.
• Strong computer skills, including MS Office applications and tax and accounting software.
• Skill in developing and maintaining interpersonal relationships.
• Analytical skills with attention to detail.
• Problem-solving, decision-making, and organizational skills.
• Ability to work evenings and weekends to meet deadlines and client expectations.
• Ability to travel for on-farm services, department meetings, and continuing education opportunities.
• Ability to work closely with team members to effectively meet or exceed client needs.
• Must be authorized to work for any employer in the United States; Compeer is unable to sponsor or take over sponsorship of an employment visa.

Nice To Haves

• At least 1 year of tax preparation experience is preferred.
• Progressively gains knowledge of Compeer products and services and farm tax principles.
• Ability to grow a client portfolio.

Responsibilities

• Prepare tax estimates and client income tax returns accurately and on time in accordance with IRS requirements and Compeer policies and procedures.
• Research and present tax-planning opportunities for client portfolios under the guidance of a Senior Tax Consultant.
• Maintain an established portfolio of tax clients and partner with Senior Tax Consultants during transition meetings.
• Mentor and provide resources to tax interns during tax season.
• Plan and organize workload for efficiency and productivity, and collect on delinquent client accounts.
• Sign tax returns when qualified and permitted at management discretion.
• Process accounting transactions in accordance with GAAP and Compeer policies and procedures.
• Provide accurate and timely accounting processing and delivery of financial statements to clients.
• Handle less complex accounting accounts, including depreciation, payroll processing, and full-service accounts.
• Enter client-provided accounting data into accounting software; key, balance, review, and print monthly accounting reports.
• Explain to clients the value of accurate and timely financial statements and how they can be used.
• Meet account deadlines, including processing files for tax planning, W-2 and 1099 preparation, and year-end tax preparation.
• Assist Compeer team members and clients with accounting questions.
• Build knowledge of tax planning and preparation, Compeer products and services, and relevant technical, business, tax-law, and interpersonal skills.
• Provide tax and accounting expertise to Compeer team members and clients.
• Participate in developing and presenting ongoing tax and accounting educational programs for team members and clients.
• Assist Compeer team members on client visits and at community events.
• Market and cross-sell Compeer products and services to existing clients and prospects.
• Develop relationships with Compeer team members in the assigned office or territory to facilitate referrals and new business.

Benefits

• Hybrid work model with up to 50% work from home.
• Flexible schedules, including ample flexibility during summer months.
• 401(k) contribution of up to 9%, including a 3% fixed Compeer contribution and up to 6% match.
• Medical, dental, and vision coverage.
• Health savings and flexible spending accounts.
• Life and AD&D insurance.
• Short-term and long-term disability insurance.
• Wellness program and employee assistance program.
• Vacation, sick leave, holidays, and floating holidays.
• Parental leave.
• Paid volunteer time off.
• Learning and development programs.
• Mentorship programs.
• Cross-functional committee opportunities, including the Inclusion Council and emerging professional groups.
• Professional membership and certification reimbursement.
• Variable compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level