Tax Consultant

Empowered to live. Inspired to work.
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.

How we support you:

• 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. Diversity & Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers.

Where you will work:

This position offers a hybrid work option up to 50% remote and is based out of the MN-Rochester office location(s).

The contributions you will make:

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.

A typical day:

• 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.

The skills and experience we prefer you have:

• 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.
• Ability to earn certification by passing the Farm Credit Services Tax Exam.
• Advanced knowledge of tax and accounting principles.
• 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.
• Ability to grow client portfolio.

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.

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.