Tax Specialist

Farm Credit East; Town of Phelps (NY); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) match up to 6%

Paid time off 15–25 days

Health, dental, vision

Life insurance

Job summary

Farm Credit East is seeking a Tax Specialist to serve diverse agricultural clients across the northeast. You will prepare tax returns, provide advisory services, and help customers achieve their financial objectives while upholding regulatory standards.

The role requires a Bachelor’s degree and professional certification; AE/CPA is preferred. Hybrid work options start after two weeks, with a focus on customer service and data integrity.

Qualifications

• Bachelor's degree required.
• Enrolled Agent Designation or CPA certification preferred.
• Passing Farm Credit East’s Tax Specialist certification within one year of hire is required.

Responsibilities

• Prepare tax returns per ACA and regulatory standards.
• Deliver accurate, high-quality tax and accounting services to customers.
• Actively cross-sell Farm Credit East services and document in Agworx.
• Maintain accounting standards knowledge and tax software proficiency.
• Follow up on customer communication within 24 hours.

Skills

Tax planning

Advisory services

Cross-selling

Education

Bachelor's degree

Enrolled Agent or CPA

Tax Specialist certification (within 1 year)

Tools

Agworx

Job description

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 nearly $15 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.

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]