Business 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

We are seeking aBusiness Service Coordinatorwho will provide exceptional levels of service and support to Tax and Farm Accounting. Engage with customers, prospects, teammates and visitors through phone, in-person, and digital channels. Responsible for obtaining and processing customer documentation, setting up and managing customer meetings, and responding to customer inquiries. Serve as a back-up to Customer Experience Specialist for front desk coverage, answering phones, and other general office responsibilities.

• Tax and Farm Accounting Activities
  • Schedule customer meetings, prepare files for appointments, record statistics and maintain complete and up-to-date historical customer files. Maintain tax files according to procedure, including current tax files and transfer files for tax accounts. May enter customer data into the tax planner or tax software, including depreciation and asset sales. Prepares and reviews all returned information. May key simple tax returns. Submits E-File tax returns and tracks status of e-filed returns. Enter or direct the keying and printing of forms and reports for the tax department. Copy, assemble, and distribute forms and reports to customers and files. Maintain customer depreciation schedules. May assist with quarterly and annual reporting.
  • Key and print branch and regional farm accounting statements and reports. Distribute reports to customers after review. Scan data and maintain accounting files. Prepare and distribute balance sheet letters and related correspondence to customers. Assist with and reviews information returns. May key information for farm accounting, as well as assist with quarterly and annual reporting.
  • May work on monthly customer payroll calculations, deposits, and inputs.
  • Follow department and association established processes.
• Projects and Initiatives
  • Volunteer for and collaborate with the team on special projects and initiatives.
• Office Operations
  • Serve as a back-up to Customer Experience Specialists for front desk coverage, answering phones, and other general office responsibilities.
  • Participate in planning and running office activities and customer events.

Education Requirements

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

Years of Experience

• 0 -2 years of experience in Accounting or other related experience.

Certification and Technical Requirements

Proficient in Windows environment using Microsoft Word, Excel, Internet Explorer, and Outlook