Sr Tax Consultant

Posted 19 Days Ago
Be an Early Applicant
Freeport, IL
82K-125K Annually
Senior level
Fintech • Financial Services
The Role
The Sr Tax Consultant will perform tax planning and preparation, manage tax services delivery, and develop strategic tax plans while mentoring team members.
Summary Generated by Built In

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.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.


Base Pay

$82,400$124,500 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.

Top Skills

Quickbooks Software
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The Company
HQ: Sun Prairie, WI
853 Employees
On-site Workplace
Year Founded: 2017

What We Do

SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations.
By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services.
As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations.

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