Tax Account Manager

Compeer Financial • Rochester, MN

7d • $73,700 - $111,400 • 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.

Requirements

• 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.
• Advanced experience in tax planning and preparation.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required.
• Will consider those currently enrolled in certification program.
• Ability to earn certification by passing the Farm Credit Services Tax Exam.
• 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.

Responsibilities

• Performs tax planning, tax preparation services and is responsible for signing client tax returns.
• Manages the delivery of tax and accounting products and services.
• Promotes and markets tax and accounting products and services to clients and eligible prospects.
• 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.
• Prepares payroll tax, 1099, W2 and related forms and reports.
• 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.

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
• 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

What This Job Offers

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