Tax & Accounting Assistant

GreenStone Farm Credit Services•Town of Pound, WI

About The Position

GreenStone is seeking a detail-oriented and service-minded Tax and Accounting Assistant to provide accurate bookkeeping and tax support to farm and agribusiness clients. The role includes client bookkeeping, tax preparation support, and general administrative work. The position may provide on-site bookkeeping for farm clients as needed and involves assisting customers with accounting software and supporting tax accountants with tax-related tasks. GreenStone describes its culture as guided by its Core Four values: Customer First, Deliver Quality, Get involved, and Do the right thing. Employees work as a team to serve customers and one another. The culture promotes innovative thinking, professional development, health and wellness, and a relaxed work environment with flexible schedules.

Requirements

High school diploma or equivalent.
Strong attention to detail and organizational skills.
Proficiency in QuickBooks and Microsoft Office Suite.
Ability to manage multiple tasks and deadlines.
Excellent communication and customer service skills.

Nice To Haves

Associate degree in Accounting, Business Administration, or a related field.
QuickBooks certification.
1–2 years of experience in accounting, bookkeeping, tax preparation, or payroll procedures.

Responsibilities

Process payrolls and payroll liabilities, and complete federal and state payroll forms.
Perform monthly bookkeeping, including income and expense tracking, bill payments, bank reconciliations, and financial reporting.
Provide on-site bookkeeping for farm clients as needed.
Maintain monthly budgets and prepare quarterly and year-end financial statements.
Assist customers with accounting software.
Track hours, invoice clients, and monitor accounts receivable.
Assist with distributing tax organizers, creating pro-forma returns, and processing 1099 and W-2 information returns.
Support tax accountants with farmland credits, depreciation schedules, and electronic filing tasks.
Monitor e-file rejections and state-specific requirements, and ensure client documents are properly filed and stored.
Assemble and invoice tax returns and upload related documents to OnBase.
Answer phones, schedule appointments and meetings, and distribute mail.
Maintain client contact records in Microsoft CRM and Thomson Reuters platforms.
Assist with invoicing, payment receipting, supply ordering, and office file management.

Benefits

15 vacation days, 12 sick days, and 12 paid holidays per year.
16 hours of volunteer time.
Paid parental leave.
401(k) plan with up to a 9% employer contribution/match.
Medical, dental, vision, short-term disability, long-term disability, and life/AD&D benefits.
$150 per year Logo Wear allowance.
$400 per year Wellness Subsidy/Reimbursement and wellness programs.
Student debt repayment program with a $6,000 lifetime maximum.
Yearly bonus/incentive opportunity available to benefit-eligible employees.
Flexible schedules.