Sr. Tax Consultant

Posted 23 Days Ago
Be an Early Applicant
Rochester, MN, USA
In-Office
84K-128K Annually
Senior level
Fintech • Financial Services
The Role
Provide tax planning, preparation, and consulting for individuals, partnerships, and corporations. Build trusted client relationships, identify growth opportunities, and collaborate across teams to deliver comprehensive financial solutions, with emphasis on agricultural and business clients.
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. 

Senior Tax Consultant – Rochester Market

Location: Rochester, MN; Lakeville, MN
Work Arrangement: Hybrid (up to 50% remote) with regular presence in the Rochester market

Short-Term Incentive: This role is eligible for a short-term incentive opportunity of up to 20% of base salary, tied to corporate and team performance measures. Team members in this role also have the opportunity to earn additional incentive compensation beyond this amount.

The contributions you will make:

Compeer Financial is seeking an experienced Senior Tax Consultant to play a key role in serving and expanding our Tax & Accounting business in the Rochester market. We are looking for a self-motivated professional who can work independently, develop business opportunities, and serve as a trusted advisor to agricultural producers and agribusinesses.

A typical day:

  • Provide tax planning, tax preparation, and consulting services to individual, partnership, and corporate clients.
  • Develop trusted client relationships while identifying opportunities to expand and strengthen Compeer's Tax & Accounting business.
  • Collaborate with team members across Compeer to deliver exceptional client service and comprehensive financial solutions.

What We're Looking For

  • Bachelor's degree in Accounting or related field, or an equivalent combination of education and experience.
  • CPA or Enrolled Agent (EA) certification required or in progress. 
  • Advanced experience in tax planning and tax preparation, preferably with agricultural or business clients.
  • Proven ability to work independently, build client relationships, and contribute to business growth.

#IND100

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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.


Base Pay
$84,400$127,700 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.

Skills Required

  • Bachelor's degree in Accounting or related field, or equivalent combination of education and experience
  • CPA or Enrolled Agent (EA) certification required or in progress
  • Advanced experience in tax planning and tax preparation
  • Experience with agricultural or business clients
  • Proven ability to work independently, build client relationships, and contribute to business growth
  • Authorization to work for any employer in the United States (employer does not sponsor visas)
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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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