Accounting Specialist

This position offers a hybrid work option up to 50% remote and is based out of the Fond du Lac, WI office location.

This position provides clients with information for credit, tax and management decisions by providing advanced accounting expertise to clients and Compeer team members.  Works with team members to actively market and cross-sell products and services to new and existing clients.  Proactively maintains and enhances accounting and technical expertise and serves as a resource to team members.

A typical day: 

Accounting Services

• Processes accounting transactions in a timely manner and in accordance with the GAAP and Compeer policies and procedures under the guidance of a Senior Accounting Specialist.
• Provides accurate and timely accounting processing and delivery of financial statements to clients.
• Responsible for less complex accounting accounts, including depreciation, payroll processing, and full-service accounts:
  • Inputs client provided accounting data into accounting software.
  • Reviews, balances, keys, and prints monthly accounting reports.
  • Demonstrates to the client the importance and value of accurate and timely financial statements and how they can be used to add value.
• Meets multiple deadlines on accounts including completion of processing accounting files in time for tax planning, W-2 and 1099 preparation and year-end tax preparation.
• Provides accounting answers and expertise to Compeer team members and clients.
• Collects on delinquent client accounts.

Industry Expertise

• Provides technical accounting expertise to team members when questions arise.
• Advises local peer group members on accounting changes and the affects to client businesses.
• Stays abreast, and educates others, of trends and developments on income tax accounting and reporting guidance, as applicable to the insurance industry.
• Develops and maintains a thorough understanding and technical knowledge in accounting.
• Seeks out opportunities to expand knowledge and expertise in the area of accounting.
• Makes recommendations concerning changes or enhancements to software, policies, procedures, best practices, and job responsibilities.
• Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
• Assists in leading Compeer team members on client visits and at agriculture or community events to develop knowledge in all Compeer products and services.

Sales and Prospecting

• Develops relationships with Compeer team members in assigned office or territory to facilitate referrals and new business.
• Markets and cross-sells to existing clients and prospects of all Compeer products and services.

The skills and experience we prefer you have: 

• Associate’s degree in business administration, accounting or a related field of study; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Previous experience in accounting or payroll processing.
• Knowledgeable in all aspects of Compeer’s products and services.
• Knowledge, technical competency and technological effectiveness in accounting preparation that meets client’s needs.
• Good written and oral communication skills.
• High attention to detail.
• High degree of accuracy and organization.
• Exercises a high level of ethical and professional judgement.
• Strong computer skills, including MS Office applications and accounting software.
• Receptive to feedback through peer reviews and coaching.
• Ability to work with minimal supervision either individually or as part of a team.
• Ability to work overtime in order to meet deadlines and client expectations.
• Some travel required to conduct on-site services, attend department meetings and continuing education opportunities.
• Working closely with all team members to effectively meet and/or exceed all client needs.
• Willingness to facilitate projects.

#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.