Tax Planning and Preparation Specialist - Remote

Overview

This position performs tax planning and preparation services for clients and is responsible for signing the tax returns. Manages the delivery of tax and accounting products and services. Promotes and markets tax and accounting products and services to clients and eligible prospects. Serves as a mentor for the tax and accounting team members.

In Short

• 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. Diversity & Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

Requirements

• Bachelor’s degree in accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced experience in tax planning and preparation.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required.
• Ability to earn certification by passing the Farm Credit Services Tax Exam within two attempts.

Benefits

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