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About the Role

Prepare and review individual and business tax returns, advise clients, and help grow Ulster Financial Group’s tax practice. This role will shape the tax area during a growth phase, leading process improvements with AI, automation, and other technologies while maintaining accuracy and controls. The ideal candidate will build relationships across the bank, gain visibility through bank-wide initiatives, and develop skills for broader tax leadership.

Responsibilities

Prepare and review federal, state, and local tax returns for individuals and business entities.
Serve as a senior resource for complex business tax matters, tax planning, and client questions.
Review returns prepared by other staff and provide coaching and technical guidance.
Manage assigned tax-area workflow, including scheduling, quality control, staffing coordination, and tax-season execution.
Collaborate with colleagues across the bank to understand customer relationships and identify opportunities to refer clients to appropriate lines of business.
Develop and maintain strong relationships with individual and business clients.
Develop new tax and accounting relationships through referrals, community involvement, and business development activities.
Identify when existing tax clients may benefit from services elsewhere in the organization.
Lead improvements to tax and accounting workflows by evaluating technology, AI, and automation tools.
Coordinate implementation of approved tools in accordance with bank policies and controls.
Standardize processes and measure gains in efficiency, accuracy, and capacity.
Develop and maintain standardized procedures across the tax area.
Recommend pricing and service levels for Tax Officer approval.
Support the development of junior preparers and support staff.
Help build greater depth within the department.
Maintain appropriate documentation and ensure compliance with applicable tax laws, professional standards, bank policies, and information-security requirements.
Any other duty as assigned by management.

Requirements

Minimum of 5 years of progressive tax preparation experience required.
Substantial hands-on experience independently preparing complex individual and business returns.
Experience reviewing work prepared by other staff.
Experience handling partnership, S corporation, and C corporation returns.
Experience evaluating and improving technology to increase efficiency, accuracy, and client service while maintaining appropriate reviews and controls.
Strong working knowledge of individual, business, fiduciary, and related federal and state tax matters.
Technical accounting skills to analyze business financial statements and support accurate business-return preparation.
Proficiency with Microsoft Office and tax and accounting software, with the ability to learn new systems.
Familiarity with UltraTax CS, Accounting CS, and GruntWorx is helpful.
Excellent communication and interpersonal skills for working effectively with customers, staff, and business partners.
Ability to prioritize work, assign daily responsibilities, monitor workflow, and respond effectively to changing business needs.
Proven problem-solving skills for resolving complex issues as they arise.
Strong organizational skills, sound judgment, and the ability to manage multiple priorities and deadlines.
Ability to lead, coach, and develop employees.
Ability to manage tax-season workflow and improve upon those workflows.
Demonstrated ability to develop new and strengthen existing client relationships.
Ability to advise business owners and explain complex tax matters clearly.
Flexibility to work additional or adjusted hours during tax season.
Willingness to assist with bookkeeping, sales-tax work, and other department needs as priorities shift in a small team.
Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.

Skills

Business Development
AI
Automation
Microsoft Office
Tax software
Accounting software
Communication
Interpersonal skills
Problem-solving
Organizational skills
Judgment
Leadership
Coaching
Development

Location

Kingston, NY

Work Type

Full Time
Monday - Friday

Experience Level

Minimum of 5 years of progressive tax preparation experience
Management experience preferred

Education Level

Bachelors Degree
CPA preferred

Salary/Compensations

$90000.00 - $112000.00

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.