Tax and Accounting Assistant

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, Eau Claire, Onalaska, Janesville, 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.