Tax Services Manager - Kingston, NY

Ulster Savings•Kingston, NY

2d•Onsite

About The Position

The Tax Services Manager prepares and reviews individual and business tax returns, advises clients, and helps grow Ulster Financial Group’s tax practice. During a growth phase, the manager leads improvements to tax-area workflows using AI, automation, and other technologies while maintaining accuracy and appropriate controls. The role offers opportunities to build relationships across the bank, contribute to bank-wide initiatives, and develop toward broader tax leadership. The manager serves as a senior resource for complex business tax matters, tax planning, and client questions; oversees tax-area workflow and tax-season execution; develops staff; and strengthens client relationships through referrals, community involvement, and business development. The role also supports bookkeeping, sales-tax work, and other department needs as priorities shift in a small team. The position is based in Kingston, NY. Regular hours are Monday through Friday, 8:30 a.m. to 5 p.m., with additional or adjusted hours as needed during tax season. Ulster Savings Bank describes its workplace as a collaborative environment that supports professional growth. Final candidates are subject to a pre-employment background check, including credit history.

Requirements

At least 5 years of progressive tax preparation experience.
Substantial hands-on experience independently preparing complex individual and business returns, reviewing work prepared by other staff, and handling partnership, S corporation, and C corporation returns.
Experience evaluating and improving technology to increase efficiency, accuracy, and client service while maintaining appropriate reviews and controls.
Strong working knowledge of individual, business, and fiduciary tax matters and related federal and state tax requirements.
Technical accounting skills to analyze business financial statements and support accurate business-return preparation.
Proficiency with Microsoft Office and tax and accounting software, and ability to learn new systems.
Excellent communication and interpersonal skills for working effectively with customers, staff, and business partners.
Ability to prioritize work, assign daily responsibilities, monitor workflow, and respond effectively to changing business needs.
Problem-solving skills for resolving complex issues.
Strong organizational skills, sound judgment, and ability to manage multiple priorities and deadlines.
Ability to lead, coach, and develop employees, manage tax-season workflow, and improve workflows.
Demonstrated ability to develop new and strengthen existing client relationships, advise business owners, and explain complex tax matters clearly.
Flexibility to work additional or adjusted hours during tax season and willingness to assist with bookkeeping, sales-tax work, and other department needs as priorities shift.
Bachelor’s degree preferred.
CPA preferred.
Management experience preferred.

Nice To Haves

Familiarity with UltraTax CS, Accounting CS, and GruntWorx.
Bachelor’s degree.
CPA.
Management experience.

Responsibilities

Prepare and review federal, state, and local tax returns for individuals and business entities, including Forms 1040, 1065, 1120, 1120-S, and 1041.
Serve as a senior resource for complex business tax matters, tax planning, and client questions.
Review returns prepared by other staff and provide coaching and technical guidance.
Manage assigned tax-area workflow, including scheduling, quality control, staffing coordination, and tax-season execution, while developing capabilities for broader leadership of the tax area.
Collaborate with colleagues across the bank and its subsidiaries to understand customer relationships and identify opportunities to refer clients to appropriate bank products or services.
Develop and maintain relationships with individual and business clients, and develop new tax and accounting relationships through referrals, community involvement, and business development activities.
Identify when existing tax clients may benefit from services elsewhere in the organization.
Improve tax and accounting workflows by evaluating technology, AI, and automation tools; coordinating implementation of approved tools under bank policies and controls; standardizing processes; and measuring efficiency, accuracy, and capacity gains.
Develop and maintain standardized tax-area procedures and recommend pricing and service levels for Tax Officer approval.
Support the development of junior preparers and support staff and build greater depth within the department.
Maintain appropriate documentation and ensure compliance with applicable tax laws, professional standards, bank policies, and information-security requirements.
Assist with bookkeeping, sales-tax work, and other department needs as priorities shift.
Perform other duties as assigned by management.
Identify potential opportunities to cross-sell bank products and services, prospect within and outside the bank, and create leads for the bank’s business lines.