Tax Associate
Date: Mar 24, 2025
Location: Phelps, NY, US, 14532 Homer, NY, US, 13077
Company: Farm Credit East
Position Summary
Be part of a team focused on the success of our customers, the success of our communities, and the success of each other. Farm Credit East is the leading provider of loans and farm advisory services to farm, forest product, fishing, and other agricultural business owners across the northeast. 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 Associate 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!
Duties and Responsibilities:
Creating Customer Value
- 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
Customer Centricity
- 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 in Accounting, Agriculture, Agri-Business, Economics, Finance, Business or a related field
- We offer hybrid work options after two weeks of employment with Farm Credit East. Hybrid work options are determined based on job role and balancing the needs of the customers, the team, and individual work performance. This will be reviewed based on manager discretion.
Compensation and Benefits:
- Salary Range: $53,000 to $80,000 commensurate with experience
- Short-Term Incentive to reward business results
- Retirement Contributions :
- 401k 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
- 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. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, marital status, parental status, political affiliation, disability status, protected veteran status, genetic information or any other status protected by federal, state or local law. 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. In compliance with the Americans with Disabilities Act (“ADA”), if you have a disability and would like a reasonable accommodation in order to apply for a position with Farm Credit East, please call 1-800-562-2235 or e-mail FarmCreditCareers@farmcrediteast.com
Nearest Major Market: Rochester