Associate Tax Consultant

Job overview

The Associate Tax Consultant has a hybrid work arrangement, with up to 50% work from home, and is based in Sun Prairie or Prairie du Sac, WI. The base pay range is $57,900–$82,100 per year; the role is also eligible for variable compensation and benefits. Compeer Financial provides financial services supporting agriculture and rural communities. Working under the direct mentoring of a Senior Tax Consultant, this role provides tax preparation, planning, and consulting support to clients and the Tax and Accounting team. It prepares returns and estimates, supports accounting services and client financial statements, develops tax and accounting expertise, and helps build client relationships and business referrals.

What you'll do

• Prepare client income tax returns and estimates and research tax-planning opportunities under Senior Tax Consultant guidance
• maintain a tax client portfolio
• support transition meetings and mentor tax interns during tax season
• process accounting transactions and prepare financial statements
• handle assigned accounting accounts, including depreciation and payroll processing
• support client accounting questions and education
• assist with client visits and community events
• market and cross-sell products and services
• develop referrals and new business
• some travel is required for on-farm services, meetings, and continuing education.

What we're looking for

Skills & competencies

associate tax consultant

tax preparation

tax planning

accounting services

agriculture

client services

hybrid

sun prairie wi

prairie du sac wi

compeer financial

$57,900–$82,100 per year

travel required

401(k) contribution

Work arrangement

• Weekend coverage required

Benefits & perks

• Hybrid work up to 50%
• flexible schedules
• up to 9% toward 401(k)
• medical, dental, vision, HSA/FSA, life and AD&D, short- and long-term disability, wellness program, and EAP
• vacation, sick leave, holidays, parental leave, volunteer paid time off, learning and mentorship programs, and professional membership or certification reimbursement.

Why this role

Hybrid work option up to 50% from home; flexible schedules, including summer flexibility; retirement contribution up to 9%; medical, dental, vision, HSA/FSA, life and AD&D, disability, wellness, and EAP benefits; paid leave; learning, mentorship, and professional reimbursement programs.

About the employer

Compeer Financial is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.