Home
/
Comprehensive
/
Sr Tax Consultant
Sr Tax Consultant-March 2024
Onalaska
Mar 29, 2026
About Sr Tax Consultant

  JOB REQUIREMENTS: Duties and Responsibilties of Job: Compeer Financialis seeking collaborative, innovative and dynamic professionals to be apart of our Top Workplace culture! Tell me more about this opportunity.Position Overview: This position performs tax planning and preparationservices for clients. Manages the delivery of tax and accountingproducts and services. Promotes and markets tax and accounting productsand services to clients and eligible prospects. Serves as a mentor forthe tax and accounting team members. Essential Functions: * Performstax projections and works with clients to develop strategic tax plans inaccordance with Compeer policies and procedures and Internal RevenueService (IRS) code requirements. * Provides tax and accountingconsulting services on a wide range of issues affecting clients. *Prepares income tax returns for individual, partnership and corporateclients. * Recognizes and matches Compeer products based on clientneeds. * Prepares payroll tax, 1099, W2 and related forms and reports.* Collects on delinquent client accounts. * Establishes and maintainsstrong client relationships. * Maintains trial balance, general ledgerand fixed asset schedules for internal and non-accounting clients. *Assists clients with questions regarding accounting processes, recordsand outcomes using QuickBooks Software. * Provides technical accountingexpertise to team members when questions arise. * Advises local peergroup members on tax law changes and the affects to client businesses.* Mentors and provides training and feedback to tax and accounting teammembers on tax law, tax software and accounting principles according toestablished best practices. * Leads Compeer team members on clientvisits and at agriculture or community events to develop knowledge inall Compeer products and services. Minimum Qualifications & RequiredKnowledge, Skills and Abilities: * Bachelor\'s degree in accounting orrelated field or an equivalent combination of education and experiencesufficient to perform the essential functions of the job. * Minimum of7 years of experience in tax planning and preparation. * CertifiedPublic Accountant (CPA) or Enrolled Agent (EA) certification required.* Ability to earn certification by passing the Farm Credit Services TaxExam within two attempts. * Knowledge of federal and state laws,regulations and compliance requirements specific to the financialindustry and Farm Credit. * Ability to communicate Compeer\'s \"valueadded\" business and financial concepts to attract new prospects. *Advanced knowledge of tax and accounting products and services. *Advanced knowledge of tax and accounting policies and procedures. *Experience in planning and preparation of farm taxes preferred. *Strong listening, written and verbal communication skills, with abilityto communicate at all levels of the organization. * Exercises a highlevel of ethical and professional judgement. * Skill in developing andmaintaining interpersonal relationships. * High level of integrity. *Strong problem solving, decision making and organizational skills. *Strong computer skills, including MS Office applications and tax andaccounting software. * Strong analytical skills with attention todetail. * Willingness to facilitate projects. * Ability to workevenings and weekends from November to May in order to meet deadlinesand client expectations. * Ability to grow client portfolio. * Validdriver\'s license. Who is Compeer Financial? Compeer Financial exists tochampion the hopes and dreams of rural America. By joining our team, youwill help empower those in agriculture and rural communities to achievetheir goals and expand their possibilities. We embrace business agilityand innovative approaches to To view the full job description please usethe link below.https://www.aplitrak.com/?adid=YmJnZW5lcmljLjEwNzM3Ljg3NzBAY29tcG lcmNvbXAuYXBsaXRyYWsuY29t***** APPLICATION INSTRUCTIONS: Apply Online:https://www.aplitrak.com/?adid=YmJnZW5lcmljLjEwNzM3Ljg3NzBAY29tcGVlcmNvbXAuYXBsaXRyYWsuY29t

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Maintenance Shop Technician B
Republic Services is a leader in Environmental Services, partnering with customers to create a more sustainable world. We are Sustainability in Action — our promise to be environmentally responsible
Financial Planning & Analysis (FP&A) Analyst - Tacoma, WA - 490585
Job ID: 490585Oldcastle APG, a CRH company, is a leading global supplier of building and landscaping products. Its product portfolio includes hardscapes and masonry, packaged cement mixes, lawn and g
API 510/570 Inspector
Company Description We are Olsson, a team-based, purpose-driven engineering and design firm. Our solutions improve communities and our people make it possible. Our most meaningful asset is our people
Principal Executive Engagement, Worldwide Specialist Organization
Are you a world-class business development professional with strong communications and technical skills? Would you like to drive engagement programs for our executives, our employees, customers, and
National Account Manager
National Account Manager Northwest Coast Region Description SUMMARY:Sells full range of flexible packaging products including wide and narrow web gravure and flexo printing, saran coating, extrusion
Oracle NetSuite - Account Executive - Mid-market
Job Description About Oracle NetSuite Oracle NetSuite was founded in 1998 and is widely recognized as the first cloud computing software company. Having over 36,000 customers, we are a world leader i
Personal Banker
Location:7917 Center Boulevard SE - Snoqualmie, Washington 98065Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers
Software Development Engineer, AWD - Replenishment
Are you looking for an opportunity to create a new supply chain product? We are a startup team working working to enable organizations across the world with reliable, cost effective and flexible end-
Robotics Systems Engineer, Amazon Robotics
Description Working at Amazon Robotics Are you inspired by invention? Is problem solving through teamwork in your DNA? Do you like the idea of seeing how your work impacts the bigger picture? Answer
Sales Rep - Key Account Manager (KAM)
Great company. Great people. Great opportunities. If you’d like the chance to make your mark with the world’s largest equipment rental provider, come build your future with United Rentals! As a Sales
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved