Seasonal Tax & Accounting Assistant (Hybrid)

Compeer Financial

Fond du Lac (WI)

Hybrid

USD 26,000 - 29,000

Part time

28 hours ago
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Benefits offered by this job

Hybrid work 50%
Flexible schedules
401k match
Medical benefits
Dental benefits
Vision benefits
HSA/FSA
Life & AD&D
Disability insurance
Wellness program
Volunteer PTO
Learning & development
Mentorship
Inclusion Council

Job summary

Compeer Financial in Wisconsin is seeking a Casual/Seasonal Tax and Accounting Assistant to support the Tax and Accounting department during peak tax season. You will scan, process, print and mail client W-2s and 1099 forms, and assist with tax and accounting mailings.

The role starts January 2027 and continues through mid-April 2027, with a minimum commitment of 20 hours per week and potential for up to 40 hours.

Qualifications

  • High School diploma or equivalent preferred.
  • Strong listening, written and verbal communication skills.
  • High degree of accuracy, attention to detail, organizational and time management skills.
  • Skills in using MS Office applications including Outlook, Word and Excel.
  • Ability and willingness to learn Adobe and other technology.

Responsibilities

  • Scan, process, print and mail client W2s, 1099 forms and various tax returns.
  • Ensure tax service fees are uploaded into the system.
  • Complete various tax and accounting mailings.
  • Provide accurate and timely accounting and tax processing support.
  • Maintain tracking system and adhere to department policies, procedures and best practices to balance the workload and meet aggressive timelines.

Skills

Communication skills
Attention to detail
Time management
MS Office
Adobe

Education

High School diploma or equivalent

Tools

MS Office
Adobe
Excel

Job description

Compeer Financial in Wisconsin is seeking a Casual/Seasonal Tax and Accounting Assistant to support the Tax and Accounting department during peak tax season. You will scan, process, print and mail client W-2s and 1099 forms, and assist with tax and accounting mailings.

The role starts January 2027 and continues through mid-April 2027, with a minimum commitment of 20 hours per week and potential for up to 40 hours.

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