Temporary Tax and Accounting Assistant

Compeer Financial; Johnson Creek (WI); Hybride; USD 26 000 - 29 000; Temps partiel

Avantages offerts par ce poste

Hybrid work model

Flexible schedules

401k with company match

Medical, dental, vision, HSA/FSA, life

AD&D insurance

Short-term and long-term disability

Wellness program & EAP

Vacation, sick leave, holidays/floats,

Parental leave

Volunteer paid time off

Learning & development programs

Mentorship programs

Professional membership/certification

Résumé du poste

Compeer Financial is seeking a Casual/Seasonal Tax and Accounting Assistant to support the Tax and Accounting department during the 2027 tax season. You will assist with scanning, processing, printing and mailing W‑2s, 1099s and tax returns while ensuring fees are uploaded and deadlines are met.

The role offers a hybrid work model and local Wisconsin office options. The position begins January 2027 and runs through mid‑April 2027, with a minimum 20 hours per week and potential for up to 40

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.
• MS Office applications including Outlook, Word and Excel.
• Ability and willingness to learn Adobe and other technology.

Responsabilités

• 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.

Connaissances

Communication skills

Attention to detail

Time management

MS Office proficiency

Adobe learning

Formation

High School diploma

Outils

Microsoft Office

Adobe

Description du poste

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
• Mentorship programs
• Cross-functional committee opportunities (i.e. 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.

This position will require a minimum commitment of 20 hours per week, with opportunity to work up to 40 hours per week January 2027-Mid-April 2027. This position is open to Wisconsin locations in Fond du Lac, Sun Prairie, Prairie du Sac, Dodgeville, Onalaska, or Johnson Creek office location(s).

The contributions you will make:

The Casual/Seasonal Tax and Accounting Assistant position at Compeer Financial is designed to provide essential processing and administrative support to the Tax and Accounting department. This role is pivotal in ensuring that team members and clients receive professional, accurate, efficient, and reliable assistance. As a part of this dynamic and engaging environment, you will work closely with full-time Assistants, gaining valuable insights into the culture of an agricultural tax and accounting firm. This position is ideal for individuals looking to immerse themselves in the agribusiness sector while developing their skills in tax and accounting processes. The role requires a minimum commitment of 20 hours per week, with the potential to work up to 40 hours per week.

The position is set to begin on January 2027, and will continue through mid-April 2027, coinciding with the tax season. During this time, you will be responsible for various essential functions, including scanning, processing, printing, and mailing client W-2s, 1099 forms, and various tax returns. You will also ensure that tax service fees are uploaded into the system and complete various tax and accounting mailings. Your ability to provide accurate and timely accounting and tax processing support will be crucial in maintaining the department's efficiency. In addition to these responsibilities, you will maintain a tracking system and adhere to department policies, procedures, and best practices to balance the workload and meet aggressive timelines. This position not only offers a chance to contribute to the success of the Tax and Accounting department but also provides an opportunity to learn and grow within a supportive team environment.

A typical day:

• 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.

The skills and experience we prefer you have:

• 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.

How we will take care of you:

Actual hourly rate offered is dependent upon year in school, work experience, transferable skills, business needs and market demands. The hourly rate range is subject to change and may be modified in the future.

Base Pay: $19—$21 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.