Accounting Specialist
At a glance
Mid-level Accounting role at Compeer Financial. WI-Onalaska · $47,100–$66,600 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare recurring accounts and financial documents that are ready to share with established clients
- Monitor recurring assignments, outstanding items and deadlines tied to tax planning, preparation and filings
- Keep client files accurate, document work and follow through in line with service standards
- Explain financial details to clients and connect complex questions with the appropriate internal experts
- Help retain clients, identify referrals, improve workflows and train newer or seasonal colleagues
What you bring
- An associate degree in accounting, business administration or agricultural business, or equivalent education and experience
- At least two years in accounting, record keeping, payroll, client service or another listed area is preferred
- Experience with accounting programs, document-management tools and Microsoft Office, plus a valid driver’s license
- You can handle confidential records responsibly, organize work and meet deadlines with sound judgment
Who this fits
This role suits someone comfortable managing recurring accounting tasks while explaining financial information to clients and collaborating with internal partners. The hybrid position is based in Rochester, Eau Claire or Onalaska, with up to half of work time remote. You must be authorized to work for any U.S. employer; visa sponsorship is unavailable.
From the employer
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 offers a hybrid work option up to 50% remote and is based out of the Rochester, MN; Eau Claire, WI; or Onalaska, WI office location.
The contributions you will make:
This position delivers accurate, timely recurring accounting services that provide clients and Compeer team members with financial information to support credit, tax, and management decisions. The incumbent manages assigned accounting work using established procedures, maintains client records and deadlines, supports consistent service delivery, and escalates complex accounting, client service, or consultation matters appropriately.
A typical day:
- Delivers assigned accounting services and client-ready financial information for established client relationships.
- Manages recurring accounting work, deadlines, open items, and work needed for tax planning, preparation, and form filings.
- Maintains quality, documentation, and client follow-through consistent with standards, policy, and service expectations.
- Builds client relationships by explaining accounting information and how it supports business decisions, tax planning, and financial management; escalates complex client or technical needs.
- Supports client retention, service expansion, referrals, and new-client growth with internal partners.
- Applies accounting, system, and process knowledge to support efficient service delivery and improvement efforts.
- Shares knowledge and supports training for interns, seasonal team members, or newer team members.
The skills and experience we prefer you have:
- Solid knowledge of routine accounting practices, accounting systems, and financial information.
- Consistent delivery of accurate, timely assigned work using sound professional judgment and appropriate confidentiality practices.
- Clear communication of routine accounting information and appropriate escalation of complex client or technical needs.
- Strong organization, documentation, deadline-management, and client-service skills.
- Working knowledge of Compeer’s Tax & Accounting services and related products and services sufficient to identify client needs, explain available support, and make appropriate referrals.
- Solid technical proficiency in accounting preparation, accounting systems, and financial reporting practices.
- Clear written and verbal communication skills, including communicating accounting information to clients and internal partners.
- Strong attention to detail, accuracy, organization, and deadline management.
- Sound ethical and professional judgment and appropriate handling of confidential information.
- Proficiency with Microsoft Office applications and accounting software.
- Effective independent work and collaboration with team members and internal partners.
- Working knowledge of Compeer’s Tax & Accounting services and related offerings sufficient to identify client needs and make appropriate referrals.
- Working knowledge of agricultural accounting; agricultural accounting experience preferred.Associate’s degree in business administration, accounting or agricultural business or related field; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
- Minimum of two years of experience in accounting, record keeping, payroll processing, agricultural accounting, client services, or related financial work preferred.
- Experience using accounting software, document-management tools, and Microsoft Office applications.
- Valid Driver's license.
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$47,100—$66,600 USDCompeer 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.