Tax Consultant
Compeer Financial

Job Info

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Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

Tell me more about this opportunity.

Position Overview: This position 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.

Essential Functions:

• 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.
• Recognizes and matches Compeer products based on client needs.
• Prepares payroll tax, 1099, W2 and related forms and reports.
• Collects on delinquent client accounts.
• Establishes and maintains strong client relationships.
• Maintains trial balance, general ledger and fixed asset schedules for internal and non-accounting clients.
• Assists clients with questions regarding accounting processes, records and outcomes using QuickBooks Software.
• Provides technical tax and accounting expertise to team members and clients when questions arise.
• Advises local peer group members on tax law changes and the affects to client businesses.
• 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.

Minimum Qualifications & Required Knowledge, Skills and Abilities:

• 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.
• 3+ years of experience in tax planning and preparation.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required.
• Ability to earn certification by passing the Farm Credit Services Tax Exam within two attempts.
• Knowledge of federal and state laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Ability to communicate Compeer's "value added" business and financial concepts to attract new prospects.
• Solid knowledge of tax and accounting products and services.
• Solid knowledge of tax and accounting policies and procedures.
• Experience in planning and preparation of farm taxes preferred.
• Listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Exercises a high level of ethical and professional judgement.
• Skill in developing and maintaining interpersonal relationships.
• Ability to give presentations one-on-one or to a group.
• High level of integrity.
• Problem solving, decision making and organizational skills.
• Computer skills, including MS Office applications and tax and accounting software.
• Analytical skills with attention to detail.
• Ability to work evenings and weekends from November to May in order to meet deadlines and client expectations.
• Ability to grow client portfolio.
• Valid driver's license.

Who is Compeer Financial?
Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities.

Why join our team?

• Amazing team members who are passionate about serving agriculture and rural America.
• Investment in our team members' education, growth and development.
• Engagement in our communities through giving back and volunteerism.
• Flexible, collaborative and dynamic work environment.
• Great benefits:
  • Medical, Dental, Vision insurance
  • 401K (3% Compeer contribution & up to an additional 6% match)
  • Paid time off (vacation, sick leave, holidays, volunteer time)

Find out why our team members choose Compeer Financial by watching this video.

How do I apply?
Qualified candidates, please apply online at www.compeer.com/careers.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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