Position SummaryAs a member of the Farm Advisory Services team, the
Tax Specialist works as part of a team dedicated to improving our customers' financial reporting, providing them with the information they need to make tax, accounting and business decisions and ensuring their compliance with Federal and State tax laws. A good understanding of tax and accounting principles is key, as are excellent communication and customer service skills. This person works closely with business accounting staff, consultants, and other business units to develop a strong understanding of Farm Credit East's products and services to provide valuable solutions to customers' financial and business needs. Those successful in this role possess a proactive mindset along with a willingness to cultivate relationships with both new and existing clients.
The value drivers for this role are as follows:
- Provides high quality tax services for a profitable fee to fuel Association growth and add value to the customer relationship
- Executes on Farm Credit East's adoption of digital tools for a world-class customer experience
Duties and Responsibilities:Creating Customer Value
- Accurately prepares tax returns along with all other returns per ACA and regulatory standards
- Delivers accurate, high quality, high impact tax and accounting services to customers in a manner that motivates and enables them to better accomplish their objectives
- Contributes to the success of customer businesses and the Association through the timely and accurate delivery of financial services to customers for a profitable fee
- Actively cross-sells all Farm Credit East services and adequately document in Agworx
- Maintains accounting standards knowledge, as well as federal and state tax knowledge and have a thorough understanding of all tax and records software programs
Customer Centricity
- Follows up on customer communication within 24 hours
- Actively manages CCH workstream data and Agworx dashboards to ensure data integrity
- Adheres to Farm Credit time and billing practices and procedures ensuring timely and transparent billing
Job Qualifications and Requirements:- This position requires a Bachelor's degree
- Experience in the agriculture industry preferred
- Enrolled Agent Designation or CPA certification
- Minimum of 4+ years of experience in tax planning, compliance and advisory
- Passing Farm Credit East's Tax Specialist certification within one year of hiring required
- We offer hybrid work options after two weeks of employment with Farm Credit East. Hybrid work options are determined based on job role and balancing the needs of the customers, the team, and individual work performance. This will be reviewed based on manager discretion.
Compensation and Benefits:- Salary Range: $80,000 to $120,000 commensurate with experience
- Short Term Incentive to reward business results
- Retirement Contributions:
- 401(k) match up to 6% of salary; or for those unable to take full advantage of the 401(k) match, verified student loan payments may qualify for an employer match in your 401(k) up to 6% of salary
- Defined Contribution retirement plan funded at 2-9% of salary depending on years of service
- Time Off:
- 15 - 25 days of vacation leave per year, depending on years of service
- 12 days of holiday leave per year
- 7.5 days of sick leave in your first year, followed by 12 days of sick leave per year thereafter; unlimited rollover of unused sick leave year to year
- Paid Parental Leave: Up to 80 hours of paid leave for birthing, non-birthing, and adoptive parents
- Family Care Leave: Additional leave options available under SMLA and company policy
- Health and Insurance:
- Comprehensive medical, dental, and vision plans, including preventive care and wellness programs to support your overall health and well-being
- Health Savings Account
- Life insurance at 2x base pay
- Accidental Death and Dismemberment insurance at 2x base pay
- Long-term disability insurance at 2/3 base pay
- Additional Benefits:
- Tuition reimbursement
- Continuing education and training
- Employee Assistance Program offering a wide variety of tools and resources
- Benefits Eligibility
- Eligibility Begins: First of the month following your hire date
- Eligible Employees: Full-time employees working 30+ hours per week; Part-time employees working 20+ hours per week
