Tax Specialist

Farm Credit East•Town of Greenport, NY

1d•$80,000 - $120,000•Hybrid

About The Position

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. 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!

Requirements

This position requires a Bachelor's degree
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

Nice To Haves

Experience in the agriculture industry preferred

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

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