Team Leader Tax & Accounting Assistants

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.

Where you will work: This position offers a hybrid work options (up to 50% remote) and is open to any Wisconsin Compeer Location

The contributions you will make:

This position provides leadership and guidance to Tax and Accounting Assistants. Continually grows the knowledge base of the team and is responsible for the training of new hires and interns. Sets the department priorities to ensure that deadlines are met.

A typical day:

Leadership and Team Management

• Recruits, selects, develops, motivates and evaluates a diverse team of crop insurance team members.
• Provides adequate onboarding to new hires.
• Approves timecards and expense reports.
• Conducts performance reviews and administers compensation.
• Manages workflow and assigns/reassigns keying responsibilities to ensures keying deadlines are met.
• Leads regional and full team conference meetings.

Client Service and Support

• Provides accurate and timely accounting and tax processing support.
• Maintains tracking system and adheres to department policies, procedures and best practices to balance the workload and meet aggressive timeliness.
• Maintains a working knowledge of tax and accounting products and services to the extent that customer calls or questions can be directed to the appropriate tax consultant or accounting specialist.
• Identifies and suggests improvements to work process, policies, procedures and best practices.

Compliance and Training

• Ensures organizational compliance with applicable regulations and policy development.
• Partners with business leaders and provides training and direction to team members on compliance issues.
• Provides audit training in regards to regulations and may assist with audit findings.
• Drives continuous process improvement within the team.

The skills and experience we prefer you have:

• Bachelor's degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced experience in lending, compliance, legal and/or underwriting in a financial institution.
• Experience in leadership and management preferred.
• Strategic and innovative.
• Leadership skills to select, evaluate, engage, motivate, mentor, train, delegate, reward and lead remote team members.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

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.