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About the Role
Support the Ulster Financial Group’s Tax Services department by coordinating client administration, reviewing individual federal and state income tax returns, and assisting with bookkeeping and accounting services. Utilize tax preparation and automation software to organize client documentation, support efficient workflows, and maintain accuracy, confidentiality, and appropriate controls. Provide responsive client service and support front desk operations. Collaborate with the Tax Officer and colleagues to resolve review questions, improve processes, and support the responsible use of AI, automation, and other technologies. Build relationships across the bank, participate in bank-wide initiatives, and develop skills for broader tax relationships while contributing to the growth of the tax practice.
Responsibilities
- Coordinate the intake, organization, scanning, and secure storage of client tax documents.
- Submit documents through approved automation workflows and verify that extracted information is accurate and complete before it is used in tax return preparation.
- Answer telephone calls, greet clients, schedule appointments, respond to routine inquiries, and distribute completed returns through approved channels.
- Perform accounts receivable activities, including billing, recording payments, monitoring outstanding balances, and following up on past-due accounts in accordance with established procedures.
- Complete monthly including transaction recording and account reconciliations, as assigned.
- Prepare Forms 1099 and 1096, as applicable, and coordinate required review and timely submission under established procedures.
- Protect client information and maintain accurate, organized records in accordance with applicable requirements and established privacy, information security, and retention procedures.
- Collaborate with colleagues across the bank and identify opportunities to refer new and existing clients to appropriate lines of business for bank products or services.
- Perform other related duties as assigned by management.
- Any other duties as assigned by management
Requirements
- Experience reviewing individual income tax return documents for accuracy and completeness.
- Working knowledge of individual federal and state income tax returns.
- Strong attention to detail, organizational skills, and the ability to manage competing priorities and meet deadlines, particularly during tax season.
- Excellent written and verbal communication skills, with a professional, service-oriented approach to clients and colleagues.
- Ability to handle sensitive financial and personal information with discretion and follow established confidentiality and information security procedures.
- Experience with spreadsheets, electronic records, and office technology; willingness to learn new tools and workflows.
- Bookkeeping and Accounts Receivable experience preferred.
- Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.
Skills
- Tax preparation software
- Accounting software
- Document automation software
- Spreadsheets
- Electronic records
- Office technology
- Bookkeeping
- Accounts Receivable
Location
- Kingston, NY
Work Type
- Full Time
- Part-time schedule (outside of tax season)
Experience Level
- Minimum Requirements
Salary/Compensations
- $18.50 - $23.00 Hourly
Benefits
- Paid time off
- Paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Matching 401k plan
- Educational assistance
About the Company
- At Ulster Savings Bank, you’ll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other.
- An environment that allows skills and experience to bring forth growth and change, you’ll find plenty of room to grow professionally.
- Ulster Savings Bank is officially Certified™ by Great Place To Work®
Equal Opportunity
- Ulster Savings Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.