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Tax Specialist

2 months ago

Lebanon, Pennsylvania, United States Farm Credit East Full time

Position Overview

Become a vital part of a dedicated team focused on empowering our clients, communities, and colleagues. At Farm Credit East, we are recognized as the premier provider of financial solutions and advisory services for agricultural entrepreneurs in the northeastern region. Our collective efforts are directed towards delivering exceptional customer and employee experiences, fostering quality growth, achieving operational excellence, and safeguarding customer information.

As a key member of the Farm Advisory Services division, the Tax Associate significantly contributes to enhancing our clients' financial reporting capabilities. This role involves providing critical insights for tax, accounting, and business decisions while ensuring adherence to tax regulations. A comprehensive understanding of tax and accounting principles, coupled with strong communication abilities and a commitment to superior customer service, is essential. The Tax Associate collaborates with accounting personnel, consultants, and various departments to deliver customized solutions that align with clients' financial objectives. Success in this position relies on a proactive mindset and the ability to cultivate relationships with both new and existing clients.

Key Responsibilities:

  • Delivering exceptional tax services to foster growth and strengthen customer relationships
  • Utilizing digital tools to enhance the customer experience

Our benefits package is competitive, offering a 6% K match, a defined contribution retirement plan, comprehensive medical and dental coverage, HSA, paid holidays and sick leave, FSA, life insurance, and a bonus program. Farm Credit East is dedicated to equipping you with the necessary training and resources for your success. Our technical and interpersonal skills training, along with ongoing professional development, prepares you for future career advancement within the organization. We leverage advanced technology for customer relations (Salesforce), internal communication (Microsoft TEAMS), and service delivery.

Responsibilities Include:

Creating Customer Value

  • Accurately preparing tax returns and associated documentation
  • Providing high-quality tax and accounting services that enable clients to reach their objectives
  • Contributing to both customer and organizational success through timely and accurate financial services
  • Cross-promoting Farm Credit East services while maintaining knowledge of accounting standards and tax software

Customer Focus

  • Responding promptly to customer inquiries
  • Effectively managing data and dashboards to ensure accuracy
  • Adhering to time and billing practices to maintain transparency

Qualifications:

  • Bachelor's degree in Accounting, Agriculture, Agri-Business, Economics, Finance, Business, or a related field
  • Salary range: $53,000 - $80,000, based on experience

Farm Credit East is an Equal Opportunity Employer, promoting diversity and inclusion in the workplace. We uphold equal employment opportunity principles, focusing on qualifications when making hiring decisions. If you require a reasonable accommodation to apply for a position with Farm Credit East due to a disability, please contact us.