Tax Account Manager

Compeer Financial-posted 4 months ago
$73,700 - $111,400/Yr
Full-time • Entry Level
Rochester, MN
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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.

  • Performs tax planning and 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 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.
  • 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.
  • 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!
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