Manager Tax & Accounting WI-Sun Prairie; WI-Prairie du Sac

Compeer; Sun Prairie (WI); Hybrid; USD 82,000 - 140,000; Full time

Job summary

A leading financial services cooperative is seeking a Tax and Accounting Team Leader in Sun Prairie, WI. The role involves strategic leadership, team management, and expertise in tax regulations. The ideal candidate will have a Bachelor's degree in accounting or finance and experience in public accounting. This position offers a flexible hybrid work environment with competitive benefits.

Benefits

Flexible schedules

401k with up to 9% contribution

Medical, dental, and vision benefits

Vacation and sick leave

Learning and development programs

Qualifications

• Advanced level of experience in public accounting and/or tax planning.
• Ability to receive certification by completing the Farm Credit Services Tax Exam within two years.

Responsibilities

• Leads a team of tax and accounting members to achieve client financial goals.
• Manages tax risk and liabilities associated with business operations.
• Promotes a positive work environment leveraging team talents.

Skills

Leadership

Communication

Problem Solving

Decision Making

Education

Bachelor’s degree in accounting, finance or related field

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 with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Cross-functional committee opportunities (i.e. Diversity & Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

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

Where you will work: This position offers a hybrid work option (up to 50%/40%/etc. remote) and is preferably based out of the WI-Sun Prairie or WI-Prairie du Sac office location(s), however open to any Compeer office in Wisconsin.

The contributions you will make:

This position leads a team of tax and accounting team members to achieve client financial goals and Compeer annual revenue goals. Works with internal and external influencers to market and grow client base and build relationships for the Tax and Accounting department. Effectively manages tax risk and liabilities associated with business operations and transactions. Serves as a technical resource to other team members with regard to tax and accounting processes. Participates in the ongoing design of processes to provide exceptional service, accurate and timely financial information.

A typical day:

Strategic Leadership

• Champions the brand; serves as a role-model for the vision, mission and values of the organization. Supports Compeer’s strategic initiatives.
• Assists leadership in defining the Tax and Accounting team’s strategic direction and goals.
• Keeps abreast of industry best practices. Identifies and executes efficient and effective practices that enhance the team’s value.
• Manages, integrates, and leverages the activities of assigned team members.
• Participates in the ongoing creation and revision of processes to create efficiencies and provide exceptional service.

Team Management

• Promotes a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals.
• Determines performance standards and development plans and effectively communicates them to team members.
• Supports process improvement within the team, developing best practices.
• Selects, develops, motivates, engages, evaluates, and compensates team members.
• Assigns and adjusts team member workload based on skill sets and priorities.
• Successfully onboards, coaches and mentors new hires with processes related to meeting clients and establishing relationships.
• Determines and approves training and development activities for team members.

Expertise and Analysis

• Interprets and communicates financial data for complex questions, provides guidance and effectively translates highly technical finance, regulations and/or accounting information into non-technical terms.
• Serves as a resource for proactively identifying, analyzing and interpreting new regulations, various financial data, and new product development.
• Continuously develops and maintains expertise in tax and accounting products and services.
• Services as a knowledge resource to the team and other departments to tax and accounting questions.

The skills and experience we prefer you have:

• Bachelor’s degree in accounting, finance or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced level of experience in public accounting and/or tax planning and preparation.
• Leadership and management experience preferred.
• CPA or Enrolled Agent Certification preferred.
• Ability to receive certification by successfully completing the Farm Credit Services Tax Exam within two years of employment.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Experience preparing individual, partnership, and corporate tax returns.
• Agricultural industry experience preferred.
• Strategic and innovative.
• Leadership skills to select, evaluate, engage, motivate, mentor, train, delegate, reward and lead remote team members.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Skill in developing and maintaining interpersonal relationships.
• High level of integrity.
• Strong problem solving, decision making and organizational skills.

#LI-RM1

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How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay

$82,400 - $139,500 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

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