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Associate Tax Consultant

Compeer Financial · Fond du Lac, WI · Tax and Accounting team

Compensation

$58k – $82k /yr

Employment type

Full-time

Work setting

Hybrid

Location

Fond du Lac, WI

Schedule

Day shift

Posted

Travel

Required

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Job overview

The Associate Tax Consultant role is hybrid, based at the Fond du Lac, WI office, with up to 50% work from home. Compensation is $57,900–$82,100 per year. Some travel is required for on-farm services, department meetings, and continuing education. Compeer Financial provides financial services supporting agriculture and rural communities. Working under the direct mentoring of a Senior Tax Consultant, this role prepares tax returns and estimates, supports tax planning, and provides accounting services to clients. It contributes to accurate client financial reporting, timely tax work, and ongoing client relationships while developing tax and accounting expertise.

What you'll do

  • Prepare income tax returns and estimates and research tax planning opportunities under Senior Tax Consultant guidance
  • maintain a portfolio of tax clients
  • partner on transition meetings and mentor tax interns during tax season
  • process accounting transactions and deliver financial statements
  • handle less complex accounting accounts, including depreciation and payroll
  • assist clients and team members with accounting questions
  • participate in client education, visits, and community events
  • market and cross-sell products and services
  • develop referral relationships.

What we're looking for

Skills & competencies
associate tax consultant
fond du lac wi
hybrid
up to 50% work from home
$57,900–$82,100/year
compeer financial
tax preparation
tax planning
accounting services
agriculture finance
client relationships
travel required
Work arrangement
  • Weekend coverage required

Benefits & perks

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

Why this role

Hybrid work up to 50%; base pay range is $57,900–$82,100 annually. A bachelor’s degree in accounting or a related field or equivalent education and experience is preferred; the posting states Compeer cannot sponsor employment visas.

About the employer

Compeer Financial is hiring for this role. Industry: Unclassified (placeholder). Sector: 99.

Additional details

Industry sector
99
Industry
Unclassified (placeholder)
Occupation code
13-2082.00
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