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Tax Specialist

2 months ago

Lebanon, Pennsylvania, United States Farm Credit East Full time

Position Overview

Become an integral part of a team dedicated to fostering success for our clients, communities, and colleagues. At Farm Credit East, we pride ourselves on being the premier provider of loans and advisory services tailored for agricultural entrepreneurs in the northeast. Our collective efforts are directed towards delivering exceptional experiences for both customers and employees, promoting sustainable growth, achieving operational excellence, and safeguarding customer information.

As a vital member of the Farm Advisory Services division, the Tax Associate is instrumental in refining our clients' financial reporting. This role involves supplying critical insights for tax, accounting, and business decisions while ensuring adherence to tax regulations. A robust understanding of tax and accounting principles, coupled with strong communication abilities and a commitment to outstanding customer service, is essential. The Tax Associate collaborates with accounting personnel, consultants, and various departments to provide customized solutions that address the financial needs of our clients. 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 enhance customer relationships and drive growth
  • Utilizing digital tools to ensure a superior customer experience

Our comprehensive benefits package is competitive, including a 6% K match, a defined contribution retirement plan, medical and dental insurance, 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 state-of-the-art 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 empower 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 client communications
  • 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, committed to 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.