Sr Tax Consultant

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Job Title: Sr Tax Consultant
Location: Freeport, IL, Midwest United States, USA

Company: Compeer Financial
Industry Sector: Agribusiness
Job Type: Full Time

Job Description:

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%/40%/etc. remote) and is based out of the Freeport, IL office location.

The contributions you will make:

This position performs tax planning and preparation services for clients and is responsible for signing the 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. Serves as a mentor for the tax and accounting team members.

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.
Collects on delinquent client accounts.
Establishes and maintains strong client relationships.
Maintains trial balance, general ledger and fixed asset schedules for internal and non-accounting clients.
Assists clients with questions regarding accounting processes, records and outcomes using QuickBooks Software.

Minimum Qualifications:

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 within two attempts.

Base Pay

$82,365—$124,545 USD

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.

To apply please click on APPLY TO THIS POSITION

Job Post Date: 01/08/25