Sr. Client Accounting Advisor

Compeer Financial • Fond du Lac, WI

4d • $52,100 - $73,900 • Hybrid

About The Position

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

This position offers a hybrid work option up to 50% remote and is based out of the Fond du Lac, WI office.

We are seeking a highly experienced and client-focused Senior Accounting Specialist to deliver advanced accounting services while growing and managing a portfolio of external clients. This role blends technical accounting expertise with relationship management, business development, and team mentorship. You will serve as a trusted advisor to clients, helping them make informed financial, credit, and operational decisions, while also contributing to the development of internal talent.

Requirements

• Minimum of 5+ years of progressive accounting experience (including bookkeeping, payroll, or financial reporting), with demonstrated exposure to complex accounts and client-facing work.
• Associate’s degree in Accounting or a related field (Bachelor’s degree preferred) or equivalent combination of education and experience.
• Proven ability to build trust with clients, communicate financial concepts clearly, and proactively identify opportunities to grow relationships and services.
• Experience training, coaching, or guiding team members; comfortable providing feedback and supporting team development.
• Strong knowledge of GAAP, accounting software, and Microsoft Office; high attention to detail with excellent organizational and analytical skills.
• 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 at this time.

Nice To Haves

• Bachelor’s degree preferred

Responsibilities

• Build and maintain strong, long-lasting client relationships by providing insightful financial guidance, delivering accurate financial statements, and helping clients leverage data to drive business decisions.
• Manage complex accounting functions including full-service accounts, payroll processing, depreciation, and financial reporting in accordance with GAAP; ensure accuracy, timeliness, and compliance across all client deliverables.
• Actively grow a book of business by identifying opportunities to expand services; partner with internal teams to generate referrals and support new client efforts.
• Serve as a subject matter expert on accounting and tax-related matters; stay current on industry trends and regulatory changes; share insights with clients and team members to enhance decision-making.
• Coach and mentor accounting team members; provide training on best practices, accounting principles, and systems; review work for quality and consistency while fostering professional development.

Benefits

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree