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Sr Tax Consultant
Sr Tax Consultant-March 2024
Onalaska
Mar 30, 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

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