Tax Associate

Farm Credit East; New York (NY); Hybrid; USD 53,000 - 80,000; Full time

Benefits offered by this job

401k match up to 6%

15-25 days of vacation leave per year

Comprehensive medical, dental, and vision plans

Job summary

A leading agricultural financial services provider in New York seeks a Tax Associate to join their Farm Advisory Services team. The role involves preparing tax returns, providing financial reporting support, and ensuring compliance with tax laws. Candidates should possess a Bachelor's degree in a related field and have excellent communication and customer service skills. The position offers hybrid work options and a competitive salary range of $53,000 to $80,000, along with comprehensive benefits.

Qualifications

• Good understanding of tax and accounting principles.
• Excellent communication and customer service skills.
• Proactive mindset and willingness to cultivate relationships with clients.

Responsibilities

• Accurately prepares tax returns and ensures compliance with tax laws.
• Delivers high-quality tax and accounting services to customers.
• Cross-sells Farm Credit East services and documents in Agworx.
• Maintains tax knowledge and software program knowledge.

Skills

Customer service skills

Communication skills

Tax knowledge

Accounting principles

Education

Bachelor's degree in Accounting, Agriculture, Agri-Business, Economics, Finance, Business, or a related field

Job description

Location: Cooperstown, NY, US, 13326 Potsdam, NY, US, 13676 Watertown, NY, US, 13601

Company: Farm Credit East

Position Summary

Join a team focused on the success of our customers, the success of our communities, and the success of each other. Farm Credit East (FCE) is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business owners across the northeast with $13.5 billion in total loan volume and $29 million in annual financial services revenue from 18,000 customers across our 8-state territory. We are One Team Working Together with a focus on our five pillars: Outstanding Customer and Employee Experience, Quality Growth, Operational Excellence, Commitment to our Communities, and Protecting Customer Information.

As a member of the Farm Advisory Services team, the Tax Associate 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

Come join a collaborative, customer-focused team at Farm Credit East!

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 in Accounting, Agriculture, Agri-Business, Economics, Finance, Business or a related field
• 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: $53,000 to $80,000 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
• 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

Farm Credit East is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, marital status, parental status, political affiliation, disability status, protected veteran status, genetic information or any other status protected by federal, state or local law. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual's qualifications for a specific job opening. In compliance with the Americans with Disabilities Act (“ADA”), if you have a disability and would like a reasonable accommodation in order to apply for a position with Farm Credit East, please call 1-800-562-2235 or [e-mail]