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 the income tax returns for individual, partnership and corporate clients.
Recognizes and matches Compeer products based on client needs.
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.
Provides technical tax and accounting expertise to team members and clients when questions arise.
Advises local peer group members on tax law changes and the affects to client businesses.
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.
Experience Requirements
1 - 2 years
Educational Requirements
Bachelor/Honors
Skills
Excellent verbal and written communication skillExcellent problem-solving skills with the ability to perform job functions independentlyAbility to distill complex tasks into clear, actionable plansAbility to rapidly adapt to changes in environment and project prioritiesCustomer service, excellent communication, basic math and data entry skills 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.Ability to earn certification by passing the Farm Credit Services Tax Exam within two attempts.Listening, written and verbal communication skills, with ability to communicate at all levels of the organization.