Assoc Tax Consultant

Compeer Financial • Fond du Lac, WI

2d • Hybrid

About The Position

This position provides tax preparation, planning, and consulting support for 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 is based out of the Fond du Lac, Wisconsin office and offers a hybrid work option of up to 50% remote work.

The position prepares tax estimates and income tax returns, researches tax-planning opportunities, and maintains an established portfolio of tax clients. It also processes accounting transactions and provides financial statements and accounting support to clients. The consultant develops expertise in tax planning and preparation, supports educational programs, assists with client visits and community events, and markets Compeer products and services to existing clients and prospects.

The role may require evening and weekend work to meet deadlines and client expectations, as well as some travel for on-farm services, department meetings, and continuing education. The position is eligible for variable compensation and benefits. Base pay is $57,900–$82,100 USD, with the actual offer dependent on factors including training, skills, experience, business needs, and market demands.

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.
• Ability to develop and maintain 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.
• Some travel is required for on-farm services, department meetings, and continuing education.
• 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 increasing knowledge of Compeer products and services and farm tax principles.
• Ability to grow a client portfolio.

Responsibilities

• Perform tax estimates and prepare client income tax returns in a timely manner in accordance with IRS code 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.
• Serve as a mentor and resource for tax interns during tax season.
• Plan and organize workload for efficiency and productivity, and collect on delinquent client accounts.
• Sign returns when qualified and permitted by management discretion.
• Process accounting transactions in accordance with GAAP and Compeer policies and procedures.
• Provide accurate and timely accounting processing and deliver 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 importance and value of accurate, timely financial statements and their uses.
• Meet account deadlines, including accounting-file processing for tax planning, W-2 and 1099 preparation, and year-end tax preparation.
• Assist Compeer team members and clients with accounting questions.
• Actively learn tax planning and preparation and pursue development of technical knowledge, business management, tax law, and interpersonal skills.
• Provide tax and accounting expertise to Compeer team members and clients.
• Participate in developing and presenting educational programs for Compeer team members and clients on tax and accounting services.
• Assist Compeer team members on client visits and at community events, and develop knowledge of Compeer products and services.
• Market and cross-sell Compeer products and services to existing clients and prospects.
• Build relationships with Compeer team members in the assigned office or territory to facilitate referrals and new business.
• Work closely with team members to meet or exceed client needs and grow the client portfolio.
• Travel for on-farm services, department meetings, and continuing education opportunities as needed.

Benefits

• Hybrid work option, with up to 50% work from home.
• Flexible schedules, including ample flexibility during summer months.
• Up to 9% toward 401(k), comprising a 3% fixed Compeer contribution and up to 6% match.
• Medical, dental, and vision insurance.
• Health savings and flexible spending accounts (HSA/FSA).
• Life and AD&D insurance.
• Short-term and long-term disability insurance.
• Wellness program and employee assistance program (EAP).
• Vacation, sick leave, holidays, and floating holidays.
• Parental leave.
• Paid volunteer time off.
• Learning and development programs.
• Mentorship programs.
• Cross-functional committee opportunities, including 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