Tax Services Coordinator - Kingston, NY
About The Position
The Tax Services Coordinator supports 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. The role uses tax preparation and automation software to organize client documentation, support efficient workflows, and maintain accuracy, confidentiality, and appropriate controls. It also provides responsive client service and front desk support. The coordinator works with the Tax Officer and colleagues to resolve review questions, improve processes, and support the responsible use of AI, automation, and other technologies. The position builds relationships across the bank, participates in bank-wide initiatives, and develops skills for broader tax relationships while contributing to the growth of the tax practice. During tax season, the schedule is 46 hours Monday through Saturday, with additional hours as needed. Outside tax season, the schedule is part-time, 2 to 3 days per week from 8:30 AM to 5:00 PM, based on business needs. All employees contribute to business development by identifying opportunities to cross-sell bank products and services, prospecting within and outside the bank, and creating leads for the bank’s business lines.
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 and 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.
Nice To Haves
- Bookkeeping experience.
- Accounts Receivable experience.
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 bookkeeping activities, 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.
- Identify potential opportunities to cross-sell bank products or services and prospect to create leads for the bank’s business lines.
Benefits
- Paid time off
- Paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Matching 401(k) plan
- Educational assistance
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
