Tax Specialist

Tax Specialist

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 both new and existing clients.

Duties and Responsibilities:

• 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
• 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

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

Farm Credit East is an Equal Opportunity Employer. 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.