Accounting & Client Services Coordinator

Farm Credit Services; Morris (MN); On-site; USD 38,000 - 48,000; Full time

Job summary

Farm Credit Services in Morris, MN is seeking a Business Service Coordinator to support Tax and Farm Accounting, scheduling meetings, managing documents, and responding to customer inquiries across phone, in-person, and digital channels.

This entry-level role involves data entry, basic tax duties under supervision, and serving as back-up at the front desk. Proficiency with Word, Excel, Outlook and tax software is expected.

Qualifications

• Associate’s degree or equivalent work experience in Accounting, Finance or related business field.
• 0-2 years of experience in Accounting or related experience.
• Proficient in Windows environment using Microsoft Word, Excel, Internet Explorer, and Outlook.

Responsibilities

• Schedule customer meetings, prepare files for appointments and maintain historical customer files.
• Enter or direct data entry for tax planning or tax software and review information.
• Prepare and review returned information for the tax department.
• Submits E-File tax returns and tracks status of e-filed returns.
• Serve as back-up to front desk coverage and assist with general office duties.

Skills

Customer service

Communication

Documentation

Data entry

Education

Associate’s degree or equivalent work experience in Accounting, Finance or related business field

Tools

Microsoft Word

Excel

Internet Explorer

Outlook

Job description

Farm Credit Services in Morris, MN is seeking a Business Service Coordinator to support Tax and Farm Accounting, scheduling meetings, managing documents, and responding to customer inquiries across phone, in-person, and digital channels.

This entry-level role involves data entry, basic tax duties under supervision, and serving as back-up at the front desk. Proficiency with Word, Excel, Outlook and tax software is expected.