Tax Services Coordinator - Kingston, NY

Ulster Savings•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 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 growth of the tax practice. All employees are expected to help identify opportunities to cross-sell bank products and services and to develop new lead streams. During tax season, the schedule is 46 hours Monday through Saturday, with additional hours as needed to meet seasonal demands. Outside tax season, the position works a part-time schedule of two to three days per week from 8:30 a.m. to 5:00 p.m., based on business needs.

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, with the ability to manage competing priorities and meet deadlines, particularly during tax season.
Excellent written and verbal communication skills and 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 intake, organization, scanning, and secure storage of client tax documents.
Submit documents through approved automation workflows and verify extracted information for accuracy and completeness before tax return preparation.
Review individual federal and state income tax return documents for accuracy and completeness.
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 accounting tasks, including transaction recording and account reconciliations, as assigned.
Prepare Forms 1099 and 1096, as applicable, and coordinate their 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.
Work with the Tax Officer and colleagues to resolve review questions, improve processes, and support responsible use of AI, automation, and other technologies.
Participate in bank-wide initiatives and develop skills for broader tax relationships.
Perform other related duties as assigned by management.