Business Services Coordinator

We are seeking a Business Service Coordinator who will provide exceptional levels of service and support to Tax and Farm Accounting. Engage with customers, prospects, teammates and visitors through phone, in-person, and digital channels.

Requirements

• Schedule customer meetings, prepare files for appointments, record statistics, and maintain complete and up-to-date historical customer files
• Maintain tax files according to procedure, including current tax files and transfer files for tax accounts
• May enter customer data into the tax planner or tax software, including depreciation and asset sales
• Prepares and reviews all returned information
• May key simple tax returns
• Submits E-File tax returns and tracks the status of e-filed returns
• Enter or direct the keying and printing of forms and reports for the tax department
• Copy, assemble, and distribute forms and reports to customers and files
• Maintain customer depreciation schedules
• May assist with quarterly and annual reporting
• Key and print branch and regional farm accounting statements and reports
• Distribute reports to customers after review
• Scan data and maintain accounting files
• Prepare and distribute balance sheet letters and related correspondence to customers
• Assist with and reviews information returns
• May key information for farm accounting, as well as assist with quarterly and annual reporting
• May work on monthly customer payroll calculations, deposits, and inputs

Benefits

• Comprehensive medical, dental, and vision insurance
• 401(k)
• Vacation, sick leave, paid holidays, and parental leave
• Life and disability insurance
• Employee Assistance Program (EAP)
• Wellness programs
• Tuition assistance
• Short-term incentive pay