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Career Opportunity: Financial Services Leader

Job Title
Financial Services Leader
Farm Credit East, ACA
Claverack, New York
Experience Level
Mid-Career (5-10 years)
Supervisor's Title
Branch Office Manager
Financial Services
Salary Range
DOE, depending on experience
Posted Date
Tuesday, September 5, 2017
Closing Date
Open until filled
Job Description

Description/Job Summary

Join 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 financial accounting services to farmers, foresters, fishermen, and agricultural business owners across the northeast with over $6 billion in loan volume and over $25 million in financial accounting service revenue generated annually.

As a Financial Services Leader, you exhibit strong leadership, customer relationship, and technical skills in the areas of farm accounting and farm income taxation. Exceeding branch revenue goals and generating new business are keys for the success of the Financial Services Leader and the Claverack branch team. The Financial Services Leader is dedicated to finding creative solutions to meet customer needs and consistently generates superior results in terms of both quantity and quality of services provided to customers. A thorough understanding of Farm Credit East's products and services is required in order to provide the best solution to each customer's unique needs. 

We are seeking an individual with the ability to lead, motivate and develop the other members of the team and accept responsibility for the growth and quality of the branch tax program. The successful candidate will demonstrate a strong commitment to professional development and is expected to take on a leadership role in branch and Farm Credit East projects and initiatives.

The ideal candidate will have 7+ years of experience in taxation, accounting, and leading teams. Experience with CCH Tax programs is a plus.

Counties Served: New York: Albany, Columbia, Duchess, Greene, Putnam, Rensselaer
Connecticut: Litchfield
Massachusetts: Berkshire

Area: The branch is located in a suburban area, with rural communities and urban amenities conveniently located nearby. 

Types of Agriculture: The branch's agriculture is diverse, including dairy, fruit, livestock, and cash crops.  Farm related businesses are also within Claverack's target market.

Claverack Branch Annual Core Services (Tax, Records, Payroll, Appraisal, Consulting) Revenue: $2,100,000


The employee is accountable for the following: 

  • Direct Provision of Financial Services: Provide high value financial services to customers for a profitable fee. Accurately prepare tax returns, state and federal payroll filings, and other returns. Maintain current federal and state tax knowledge and have a thorough understanding of all tax and records software programs. Maintain proper documentation and communication with members and staff in order to respond to internal and external customer needs.
  • Marketing: Increase business by means of promotional activities and superior customer service. Provide value to customers with appropriate and timely products and services.
  • Member Relations/Teamwork: Provide outstanding customer service (both internal and external) and deliver exceptional customer experience and value by setting, communicating and meeting customer expectations. Demonstrate a strong community commitment and professional presence that contributes to the overall positive image of the ACA. Act in a forthright and ethical manner, display a positive attitude and contribute positively to the overall morale of the team and association. Assist other team members and contribute to training.

Required Skills

The successful candidate will possess critical technical, customer relationship, and leadership skills.

  • Technical skills must include: strong knowledge of farm accounting principles and farm income taxation; an understanding of entities and complex business arrangements; strong knowledge of farm management concepts, especially in regards to how they relate to farm accounting and income taxation; the ability to analyze farm records and make recommendations to customers
  • Customer Relationship skills must include: the ability to listen, ask questions, build rapport, and develop strong customer relationships; the ability to provide consultative solutions to customers' obstacles and problems
  • Leadership skills must include: the ability to mentor other financial services staff to develop their technical and customer relationship skills outside of their formal Farm Credit East training setting; the ability to identify, learn, and implement "best practices" into the branch and Farm Credit East Financial Services program; the ability to effectively supervise others and accept responsibility for the growth and quality of the branch Financial Services program

Required Education

A Bachelor's degree in accounting, business, agricultural economics, or a related field is required. IRS Enrolled Agent designation required; CPA designation preferred.


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, age, marital status, disability, protected veteran status 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 info@farmcreditcareers.com.