Home
/
Comprehensive
/
Tax Consultant
Tax Consultant-March 2024
Fond du Lac
Mar 14, 2026
About Tax Consultant

  JOB REQUIREMENTS: Compeer Financial is seeking collaborative, innovativeand dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity. Position Overview: This positionperforms tax planning and preparation services for clients. Manages thedelivery of tax and accounting products and services. Promotes andmarkets tax and accounting products and services to clients and eligibleprospects. Essential Functions: * Performs tax projections and workswith clients to develop strategic tax plans in accordance with Compeerpolicies and procedures and Internal Revenue Service (IRS) coderequirements. * Provides tax and accounting consulting services on awide range of issues affecting clients. * Prepares income tax returnsfor individual, partnership and corporate clients. * Recognizes andmatches Compeer products based on client needs. * Prepares payroll tax,1099, W2 and related forms and reports. * Collects on delinquent clientaccounts. * Establishes and maintains strong client relationships. *Maintains trial balance, general ledger and fixed asset schedules forinternal and non-accounting clients. * Assists clients with questionsregarding accounting processes, records and outcomes using QuickBooksSoftware. * Provides technical tax and accounting expertise to teammembers and clients when questions arise. * Advises local peer groupmembers on tax law changes and the affects to client businesses. *Participates in the development and presentation of ongoing educationalprograms for Compeer team members and clients regarding tax andaccounting services. * Assists Compeer team members on client visitsand at agriculture or community events to develop knowledge in allCompeer 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. * 3+ years ofexperience in tax planning and preparation. * Certified PublicAccountant (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. *Solid knowledge of tax and accounting products and services. * Solidknowledge of tax and accounting policies and procedures. * Experiencein planning and preparation of farm taxes preferred. * Listening,written and verbal communication skills, with ability to communicate atall levels of the organization. * Exercises a high level of ethical andprofessional judgement. * Skill in developing and maintaininginterpersonal relationships. * Ability to give presentations one-on-oneor to a group. * High level of integrity. * Problem solving, decisionmaking and organizational skills. * Computer skills, including MSOffice applications and tax and accounting software. * Analyticalskills with attention to detail. * Ability to work evenings andweekends from November to May in order to meet deadlines and clientexpectations. * Ability to grow client portfolio. * Valid driver\'slicense. Who is Compeer Financial? Compeer Financial exists to championthe hopes and dreams of rural America. By joining our team, you willhelp empower those in agriculture and rural communities to achieve theirgoals and expand their possibilities. We embrace business agility andinnovative approaches to serving our clients and communities. Why joinour team? * Amazing tea To view the full job description please use thelink below.https://www.aplitrak.com/?adid=YmJnZW5lcmljLjkwMzM2Ljg3NzBAY29tcGVlcmNvbXAuYXBsaXRyYWsuY29t***** PPLICATION INSTRUCTIONS: Apply Online:https://www.aplitrak.com/?adid=YmJnZW5lcmljLjkwMzM2Ljg3NzBAY29tcGVlcmNvbXAuYXBsaXRyYWsuY29t

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
Security Officer
Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workp
Customer Service Associate
Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient chec
TSSCI Cyber Network Defense Analyst
Job Description An employer is looking for a TSSCI Cyber Countermeasures Analyst to sit at Fort Meade. This person is going to be responsible for being the subject matter expert of a specific system
Merchandiser Stocker
Job Overview Merchandiser for Greater Moon Township, PA The Merchandiser is responsible for providing high-quality merchandising support for Keurig Dr Pepper brands like 7UP, Snapple, Core, Bai and o
Retail Cashier Part Time
Req ID: 431465 Address: 7791 NW 47th Ave Ocala, FL, 34482 Benefits: * Paid Time Off * Flexible Scheduling * 401(k) – 100% Match up to 5% * Medical/Dental/Vision Insurance after 30 days * Competitive
Store Associate
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Cleaner
Overview Position Summary Details The Cleaner position provides the cleaning and upkeep of an assigned area. Essential Functions Cleans and maintains buildings/facilities. Performs heavy cleaning dut
Special Education Teacher - Fortville, IN $45 Hourly
Special Education Teacher –Fortville, IN $45 Hourly Hours: 35 Location:Fortville, IN Start Date: asap $45 Hourly 23/24 school year, 6thgrade Requirements:IN SPED License The Special Education Teacher
Senior Member of Technical Staff
Job Description Cloud Engineering Infrastructure Development - Virtual Machine Control Plane At Oracle Cloud Infrastructure (OCI), we build the future of the cloud for Enterprises as a diverse team o
School Bus Driver
School Bus Driver Location352 Concord Rd Sudbury, Massachusetts 01776 USPhone NumberCategoriesDriversReq IDJR367 School Bus Driver (Open) First for a reasonFirst Student is the largest school transpo
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved