Temporary Tax and Accounting Assistant

Compeer Financial; Onalaska (WI); Hybrid; USD 26,000 - 29,000; Part time

Benefits offered by this job

Hybrid work model

9% 401k match

Medical, dental, vision, HSA/FSA, Life

AD&D insurance

Short-term and long-term disability

Wellness program

EAP

Vacation, sick leave, holidays

Parental leave

Volunteer paid time off

Job summary

Compeer Financial is seeking CASUAL/SEASONAL Tax and Accounting Assistants for our Wisconsin offices to support the Tax and Accounting department during the tax season. The role emphasizes processing tax documents, maintaining accurate records, and providing timely support in a collaborative environment.

Starting January 2027 through mid-April 2027, the position requires a minimum of 20 hours per week with potential 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

Listening skills

Verbal communication

Written communication

Organization

Time management

Education

High School diploma or equivalent

Tools

MS Office (Outlook)

MS Word

MS Excel

Adobe

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.

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.

To learn more about Compeer Financial visit www.compeer.com/careers.

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.

Click here to view federal employment laws applicable for applicants.