Wellness Assistant Jobs in Appleton, WI (NOW HIRING)

We are seeking a detail-oriented and service-minded Tax and Accounting Assistant to provide efficient and accurate bookkeeping and tax support to our farm and agribusiness clients. This role is ideal for someone with a passion for numbers and a commitment to helping agricultural operations thrive.

Get to know GreenStone

Our $16 billion portfolio of customers, ranging from rural homeowners to global agriculture and food businesses, provides our employees with a unique opportunity to maintain a local presence while working for a top workplace. Our diverse business structure provides exciting opportunities for passionate, talented professionals in many areas. Additionally, many of our team members are highly respected in their area of expertise at both the state and national level making GreenStone one of the top Farm Credit associations in the country.

Culture

Core Four values steer everything we do at GreenStone. Customer First, Deliver Quality, Get involved, Do the right thing. Employees work as a team to create a company fueled by the desire to best serve each other and our customers every day. Greenstone culture promotes innovative thinking, professional development, health and wellness, and a relaxed work environment with flexible schedules.

What can we offer you?

GreenStone trusts the people we hire. We empower employees to make the best decisions for the customer and the company.

GreenStone has an outstanding Total Rewards package, which includes, but is not limited to:

• 15 vacation days, 12 sick days, and 12 paid holidays per year
• 16 hours of volunteer time
• Paid parental leave
• 401(k) plan - up to a 9% employer contribution/match
• Medical, Dental, Vision, STD, LTD, Life/AD&D benefits, etc.
• $150/year Logo Wear allowance
• $400/year Wellness Subsidy/Reimbursement & wellness programs
• $6,000 lifetime maximum Student Debt repayment program

• Yearly bonus/incentive opportunity available to all benefit eligible employees

Key Responsibilities:

Client Bookkeeping Services

• Process payrolls, payroll liabilities, and complete federal/state payroll forms
• Perform monthly bookkeeping, including income/expense tracking, bill payments, bank reconciliations, and financial reporting
• Provide on-site bookkeeping for farm clients as needed
• Maintain monthly budgets and produce quarterly and year-end financial statements
• Assist customers using accounting software
• Track hours and invoice clients; monitor accounts receivable

Tax Preparation Support

• Assist with tax organizer distribution, pro-forma return creation, and information return (1099/W-2) processing
• Support tax accountants with farmland credits, depreciation schedules, and e-filing tasks
• Monitor e-file rejections, state-specific requirements, and ensure all client documents are properly filed and stored
• Assemble and invoice tax returns and upload all related documents to OnBase

General Administrative Support

• Answer phones, schedule appointments and meetings, and handle mail distribution
• Maintain client contact records in Microsoft CRM and Thomson Reuters platforms
• Assist with invoicing, payment receipting, supply ordering, and office file management

Qualifications:

Education

• High School Diploma or equivalent required
• Associate degree in Accounting, Business Administration, or related field preferred
• QuickBooks certification preferred

Experience

• 1-2 years of experience in accounting, bookkeeping, tax preparation, or payroll procedures preferred

Skills & Competencies

• Strong attention to detail and organizational skills
• Proficient in QuickBooks and Microsoft Office Suite
• Ability to manage multiple tasks and deadlines
• Excellent communication and customer service skills

GreenStone Farm Credit Services is an equal opportunity employer. It is our policy to provide equal employment opportunity to all persons regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, or any other characteristic protected by law. We comply with all federal, state and local equal employment opportunity regulations. We conduct all personnel decisions and processes relating to our employees and job applicants in an environment free of discrimination and harassment.