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Compeer Financial · 2 hours ago

Tax Account Manager

Rochester, MN

Full-time

Hybrid

Mid, Senior Level

$74K/yr - $111K/yr

Compeer Financial is a member-owned cooperative focused on providing financial services to agriculture and rural communities. The Tax Account Manager will perform tax planning and preparation services, manage client tax returns, and promote tax and accounting products to clients and prospects.

FinanceFinancial ServicesRentalRisk Management

Work & Life Balance

No H1B

Responsibilities

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

Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services

Assists Compeer team members on client visits and at agriculture or community events to develop knowledge in all Compeer products and services

Qualification

Tax planningTax preparationCertified Public Accountant (CPA)Enrolled Agent (EA)Accounting consulting

Required

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