Tax Preparer - Jr. Accountant

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.

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Are you looking for a rewarding career with an award-winning company?

Ulster Savings is currently seeking a highly motivated Tax Preparer/Jr Accountant to join our growing tax team. Viable candidates will have excellent analytical and research skills, written, and verbal communication skills and have the ability to work in a fast-paced work environment. The responsibilities include accurately preparing personal tax returns and meeting all tax deadlines. Applicants must have more than 3 years of experience in tax preparation, bookkeeping, tax planning and tax compliance.

Position Hours: Monday through Friday, 8:15am to 5:00pm with the ability to work additional hours from January through April 15th.

Essential Duties and Responsibilities

• Prepare income tax returns for individuals and businesses
• Prepare payroll monthly bookkeeping and financial reports.
• Prepare sales tax returns.
• Review bookkeeping and sales tax returns prepared by support staff.
• Review financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare appropriate returns.
• Interview client to obtain additional information on taxable income and deductible expenses and allowances.
• Consult tax law handbooks or bulletins to determine procedure for preparation of atypical returns.
• Verify tax forms prepared by others to detect errors in preparation or procedure as needed.
• Build relationships with clients and recommend financial products and services that meet the client's needs.
• Drive financial performance through profitable revenue growth, goal attainment and exceptional customer service.
• Ensure the protection of the Bank's interest in matters of adequate documentation and adherence to the Bank's policy and procedures.
• Monitor E-File procedures and ensure all payments are promptly collected.

Essential Skills

• Utilize Ultra Tax & Accounting CS systems
• Resolve complex tax matters in an organized way
• Ability to analyze data and exercise discretion and judgement in making decisions which directly affect the Bank and its subsidiaries

Ulster Savings Bank is an Equal Opportunity/Affirmative Action 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.