Tax Services Coordinator - Kingston, NY

Working at Ulster Savings Bank

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. When you add this to an environment that allows skills and experience to bring forth growth and change, you'll find plenty of room to grow professionally. We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.

Ulster Savings Bank is officially Certified by Great Place To Work

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Business Development drives financial performance through profitable revenue growth, goal attainment and exceptional customer service. All employees have a role in Business Development and are responsible for identifying potential opportunities to cross sell all Bank products and/or services to both new and existing clients. Employees will continually prospect, both within and outside of the Bank, to create new lead streams for any and all of the Bank's business lines.

Position Summary:

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. Use 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.

Position Hours:

• During Tax Season: 46 hours Monday through Saturday, with additional hours as needed to meet seasonal demands
• Outside of Tax Season: Part-time schedule of 2 to 3 days from 8:30AM - 5PM per week, based on business needs.

Minimum Requirements:

• Experience reviewing individual income tax return documents for accuracy and completeness.
• Working knowledge of individual federal and state income tax returns.
• Experience using tax preparation, accounting, and document automation software, such as UltraTax, Accounting CS, QuickBooks, and GruntWorx.
• 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.

Essential Duties and 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.

Marginal Duties and Responsibilities:

• Any other duties as assigned by management

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.