Casual/Seasonal Tax and Accounting Assistant

Reposted Yesterday
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Sun Prairie, WI
In-Office
19-21 Annually
Entry level
Fintech • Financial Services
The Role
Assist Tax and Accounting department with processing and administrative tasks, including handling client W2s and 1099 forms, ensuring timely support, and maintaining tracking systems.
Summary Generated by Built In

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 work full-time January 2026-Mid-April 2026. This position is located out of the Sun Prairie, WI office location.

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 24 hours per week, with the potential to work up to 40 hours per week.

The position is set to begin on January 2026, and will continue through mid-April 2026, 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 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.

Top Skills

Adobe
MS Office
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The Company
HQ: Sun Prairie, WI
853 Employees
Year Founded: 2017

What We Do

SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations.
By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services.
As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations.

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