Manager Tax & Accounting

Compeer Financial; Sun Prairie (WI); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading financial services cooperative is seeking a strategic leader for their Tax and Accounting team. This role involves managing a team, ensuring compliance with regulations, and driving client relationships. The ideal candidate will have a strong background in accounting, leadership experience, and the ability to analyze complex financial data. Enjoy a flexible hybrid work environment with excellent benefits supporting personal and professional growth.

Benefits

Flexible schedules

Up to 9% contribution to 401k

Medical, dental, vision insurance

Vacation, sick leave, holidays

Learning and development programs

Qualifications

• Experience in public accounting or tax planning/preparation.
• Ability to complete the Farm Credit Services Tax Exam within two years.

Responsibilities

• Lead a team of tax and accounting professionals to meet client financial goals.
• Manage and leverage team activities effectively.
• Interpret and communicate complex financial data clearly.

Skills

Leadership

Communication

Problem Solving

Strategic Skills

Education

Bachelor's degree in accounting

CPA or Enrolled Agent certification

Job description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota, and Wisconsin. We bring together team members from diverse backgrounds to provide financial services supporting agriculture and rural communities. Join us for meaningful work, professional development, a flexible hybrid work environment, and excellent benefits that empower your personal and professional growth.

How we support you:

• Hybrid model - up to 50% work from home
• Flexible schedules, including summer flexibility
• Up to 9% contribution to 401k (3% fixed + up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, disability, wellness programs, EAP
• Vacation, sick leave, holidays, parental leave, volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committees (e.g., Diversity & Inclusion, emerging professionals)
• Professional membership/certification reimbursement and more

Note: Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

Learn more at www.compeer.com/careers.

Where you will work: This role offers a hybrid work option and is preferably based in WI-Sun Prairie or WI-Prairie du Sac, but open to any Wisconsin office.

The contributions you will make:

This role leads a team of tax and accounting professionals to meet client financial goals and drive revenue. You will work with internal and external stakeholders to grow the client base and build relationships, manage tax risks, serve as a technical resource, and participate in process improvements to deliver exceptional service and accurate financial information.

A typical day:

Strategic Leadership

• Champion the brand; embody the organization’s vision, mission, and values; support strategic initiatives.
• Assist leadership in setting the strategic direction for the Tax and Accounting team.
• Stay informed on industry best practices and implement efficient processes.
• Manage and leverage team activities effectively.
• Contribute to process design for efficiency and service quality.

Team Management

• Create a positive work environment, leveraging team talents.
• Set performance standards and development plans.
• Support process improvements and develop best practices.
• Hire, develop, motivate, evaluate, and compensate team members.
• Assign workloads based on skills and priorities.
• Onboard, coach, and mentor new hires.
• Determine and approve training and development activities.

Expertise and Analysis

• Interpret and communicate complex financial data clearly.
• Identify and analyze new regulations and financial data.
• Maintain expertise in tax and accounting products/services.
• Serve as a knowledge resource for the team and other departments.

The skills and experience we prefer:

• Bachelor’s degree in accounting, finance, or related field, or equivalent experience.
• Experience in public accounting or tax planning/preparation.
• Leadership and management experience preferred.
• CPA or Enrolled Agent certification preferred.
• Ability to complete the Farm Credit Services Tax Exam within two years.
• Knowledge of federal/state laws and regulations in Illinois, Minnesota, Wisconsin.
• Experience preparing various tax returns.
• Agricultural industry experience preferred.
• Strategic, innovative, and leadership skills.
• Excellent communication and interpersonal skills.
• High integrity and problem-solving skills.

#LI-RM1

#IND100

How we will take care of you:

Our titles may span multiple levels; the actual title and pay depend on experience, skills, and market factors. The role may be eligible for variable compensation and benefits.