Senior Tax Associate (Baraboo, WI or Dodgeville, WI)
Position Overview:This position will partner with team members to deliver high-quality, value added, tax and accounting services to Compeer Financial clients. In this role, the individual will develop an understanding of tax planning and preparation services for clients and accounting. The incumbent will learn how to assess short and long term client needs, determine appropriate product/service solutions and lead the delivery efforts to exceed client expectations. This individual will perform tax planning services, prepare various tax returns, deliver ongoing accounting services, complete financial analysis and/or perform financial planning services.Essential Functions: * Processes accounting transactions in a timely manner and in accordance with the GAAP and Compeer policies and procedures. * Represents the organization as a provider of a broad range of financial services. * Coordinates with Senior Accounting Specialist on correspondence and reports for accounts. * Provides accurate and timely accounting processing and delivery of financial statements to members. * Responsible for smaller and less complex accounting accounts, including depreciation, payroll processing, and full-service accounts: * Assists in performing tax estimates and preparing income tax returns for clients in a timely manner and in accordance with the Internal Revenue Service (IRS) code requirements and Compeer policies and procedures. * Plans and organizes workload for maximum efficiency and productivity. * Learns all aspects of tax planning and preparation. * Seeks out and participates in opportunities for self-development of technical knowledge, business management, tax law, or interpersonal skills.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. * Minimum of 2-3 years exposure to preparing taxes preferred. * Ability to work overtime during peak workloads. * Ability to earn certification by passing the Farm Credit Services Tax Exam within two attempts. * Progressively more knowledgeable in all aspects of Compeer”s products and services. * Knowledge, technical competency and technological effectiveness in tax planning and preparation that meets client”s needs. * Good written and oral communication skills. * Ability to give presentations one-on-one or to a group. * High attention to detail. * High degree of accuracy and organization. * Exercises a high level of ethical and professional judgment. * Strong computer skills, including MS Office applications. * Ability to work with minimal supervision either individually or as part of a team. * Some travel required to attend department meetings and continuing education opportunities. * Ability to work evenings and weekends from January thru April in order to meet deadlines and client expectations. * Available to travel to other offices to support and assist the entire team.
On July 1, 2017 AgStar Financial Services, Badgerland Financial and 1st Farm Credit Services joined together as Compeer Financial, strengthening our commitment to the agricultural community.Compeer Financial, headquartered in Sun Prairie, WI, exists to champion the hopes and dreams of rural America like never before. If you are interested in empowering those in agriculture and rural communities to achieve their goals and expand their possibilities, we invite you to learn more about our organization. We are looking for innovative, dynamic and collaborative team members to join our team.We offer great benefits including: * Competitive base salary * Health insurance benefits (medical, dental, vision, etc.) * 401k (3% Compeer contribution & up to an additional 6% match) * Paid vacation, sick leave, and holidays * Educational assistance * Training and development programs * 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.