Tax Preparer & Growth-Focused Accountant (AI/Automation)

Ulster Financial Group; Stockade District (NY); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Paid time off

Paid holidays

Medical insurance

Dental insurance

Vision insurance

401k matching

Educational assistance

Résumé du poste

Ulster Savings Bank seeks an experienced tax professional to prepare and review federal, state, and local returns for individuals and business entities, including 1040, 1065, 1120, 1120-S and 1041. You will coach staff and build client relationships while collaborating with bank teams to identify tax opportunities.

The role emphasizes leveraging automation and AI to improve workflows, maintain accuracy, and support the department during growth.

Qualifications

• Minimum 3 years of progressive tax preparation experience with complex returns.
• Experience preparing partnership, S corp and C corp returns.
• Strong knowledge of federal, state and local tax matters and analyzing financial statements.
• Experience preparing sales tax returns.
• Experience evaluating and improving tax workflows using automation and AI.
• Familiarity with UltraTax CS, Accounting CS and GruntWorx.
• Strong client relationships and communication skills.
• Business development mindset to grow client base.
• Ability to coordinate with Commercial Lending and other bank teams.
• Excellent organizational skills and ability to manage priorities.
• Willingness to work extended hours during tax season and assist with related tasks.

Responsabilités

• Prepare and review federal, state, and local tax returns for individuals and entities (1040, 1065, 1120, 1120-S, 1041).
• Review returns and provide coaching and technical guidance.
• Develop and maintain strong client relationships.
• Partner with Commercial Lending and other Ulster teams to identify opportunities.
• Develop new tax and accounting relationships via referrals and business development.
• Support the development of junior preparers and ensure compliance.
• Maintain documentation and ensure compliance with tax laws and policies.
• Perform marginal duties including other duties as assigned.
• Monitor e-file procedures and ensure timely processing.

Connaissances

Tax preparation

Client relations

Business development

Workflow automation

AI in tax

Multitasking

Outils

UltraTax CS

Accounting CS

GruntWorx

Description du poste

Ulster Savings Bank seeks an experienced tax professional to prepare and review federal, state, and local returns for individuals and business entities, including 1040, 1065, 1120, 1120-S and 1041. You will coach staff and build client relationships while collaborating with bank teams to identify tax opportunities.

The role emphasizes leveraging automation and AI to improve workflows, maintain accuracy, and support the department during growth.