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Tax Account Manager

Compeer FinancialMN-Rochester
Hybrid Full-time $73.7K/yr - $111.4K/yr

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Experience Level

Experience

Qualifications

To be successful in this role, candidates should have a strong background in tax accounting, with experience in tax preparation and planning. A Bachelor’s degree in Accounting, Finance, or a related field is preferred. Candidates must possess excellent communication skills and the ability to work collaboratively with clients.

About the job

Empowered to thrive. Inspired to excel.
Compeer Financial is a member-owned cooperative serving Illinois, Minnesota, and Wisconsin. We unite team members with diverse backgrounds and experiences to deliver financial services that empower agriculture and rural communities. Join our culture that champions meaningful work and career growth, while offering a flexible, hybrid work environment and outstanding benefits to help you flourish both personally and professionally.

Our Commitment to You:

  • Hybrid model – up to 50% remote work
  • Flexible schedules, especially during summer months
  • 401k contributions of up to 9% (3% fixed contribution plus up to 6% match)
  • Comprehensive benefits package: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program, and EAP
  • Generous vacation, sick leave, holidays, parental leave, and paid time off for volunteering
  • Programs for learning and professional development
  • Mentorship opportunities available
  • Involvement in cross-functional committees (e.g. Inclusion Council, emerging professionals)
  • Reimbursement for professional memberships and certifications, among other perks!

Please note: Casual, seasonal, and intern team members are not eligible for benefits except for state-mandated programs.

For more details about Compeer Financial, please visit www.compeer.com/careers.

Work Environment:

This position allows for a hybrid work arrangement, with the option to work remotely up to 50% of the time, based in our Rochester, MN office.

Your Impact:

In this role, you will provide tax planning and preparation services, managing the delivery of tax and accounting products and services. You will also be responsible for promoting these services to clients and prospective customers.

A Day in the Life:

  • Conduct tax projections and collaborate with clients to formulate strategic tax plans that adhere to Compeer policies and IRS regulations.
  • Offer tax and accounting consulting on a variety of client-related issues.
  • Prepare and sign income tax returns for individuals, partnerships, and corporations.
  • Handle payroll tax, 1099, and W-2 filings.

About Compeer Financial

Compeer Financial is dedicated to providing financial services to support agricultural and rural communities. As a member-owned cooperative, we pride ourselves on our inclusive culture and commitment to professional development.

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