Portfolio – Develop and maintain solid knowledge of applicable systems. Provide accounting services to a portfolio of customers, while progressing in operations complexity and oversight independence. Develops competence, eventually performing the job role independently and supporting a portfolio of customers. Provide financial and business consulting customers. Follow department and association established processes. Continue to grow professionally through professional development. May work toward CPA Certification or other applicable certifications. Newer Officers coordinate with team members on complex transactions and provide customer problem resolution. Experienced Officers are capable of addressing all aspects of farm accounting processes, in complex situations. Participate in department projects and committees. As experience progresses, shares expertise by participating in internal presentations and answering questions from other officers and teammates. Experienced Officers provide training and mentorship to less experienced tax teammates. Provide referrals to other teammates, identifying opportunities for collaboration and cross-selling.
Market – Independently provide accounting services to a portfolio of larger, more complex customers. Provide financial and business consulting to customers. Capable in addressing all aspects of farm accounting processes, even in complex situations. May have received CPA certification, advanced degree or other applicable certification. Provide training and mentorship to less experienced tax teammates. Follow department and association established processes. Participate in department projects and committees. Share expertise by delivering internal presentations and answering questions from other officers and teammates. Proactively provide referrals to other teammates, identifying opportunities for collaboration and cross-selling. Actively participate in presentations at industry events and customer meetings to promote farm accounting expertise. Represent the Associations at industry and agricultural events in the region. Actively participate in sales calls with Business Development Officers. Proactive involvement in regional go to market strategy.
