Tax Specialist

Farm Credit East; Town of Claverack (NY); Hybride; USD 80 000 - 120 000; Plein temps

Avantages offerts par ce poste

Hybrid work after two weeks

401(k) match

Tuition reimbursement

Paid parental leave

Employee assistance program

Résumé du poste

Farm Credit East in Claverack, NY is seeking a Tax Specialist to improve clients' tax reporting and ensure compliance with federal and state laws. You will collaborate with accounting staff, consultants, and other business units to deliver valuable financial solutions and serve farmers, forest product, fishing, and other agricultural clients.

The role requires a Bachelor's degree, Enrolled Agent or CPA, 4+ years in tax, and completion of the FCE Tax Specialist certification within a year.

Qualifications

• Bachelor's degree required.
• Enrolled Agent designation or CPA preferred.
• 4+ years in tax planning, compliance and advisory.
• Must pass Farm Credit East Tax Specialist certification within 12 months of hire.
• Hybrid work options after two weeks, depending on role.

Responsabilités

• Prepare tax returns accurately per ACA and regulatory standards.
• Deliver high-quality tax and accounting services to clients.
• Actively cross-sell Farm Credit East services and document in Agworx.
• Maintain knowledge of federal/state tax laws and tax software programs.
• Respond to customer communications within 24 hours and ensure data integrity.
• Support clients' financial objectives and reporting improvements.

Connaissances

Tax knowledge

Communication

Customer service

Formation

Bachelor's degree

Outils

Agworx

CCH

Tax software

Description du poste

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Location: Claverack (Hudson), NY, US, 12534 Lebanon, NJ, US, 08833

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 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 bothnew and existingclients.

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
• 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
    

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 [e-mail]