Tax Services Manager - Kingston, NY
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, appropriate reviews, and controls. The role offers opportunities to build relationships across the bank, contribute to bank-wide initiatives, and develop capabilities for broader tax leadership. The manager serves as a senior resource on complex business tax matters, tax planning, and client questions; oversees assigned workflow, quality control, staffing coordination, and tax-season execution; and supports the development of junior preparers and support staff. The role also develops client relationships and business through referrals, community involvement, and collaboration with other bank lines of business. The position is based at the Schwenk Drive Bank in Kingston, New York. Regular hours are Monday through Friday, 8:30 a.m. to 5 p.m., with additional or adjusted hours as needed during tax season.
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, fiduciary, and related federal and state tax matters.
- Technical accounting skills to analyze business financial statements and support accurate business-return preparation.
- Proficiency with Microsoft Office and tax and accounting software, with the 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.
- Proven 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.
- Willingness to assist with bookkeeping, sales-tax work, and other department needs as priorities shift.
- Ability to identify potential opportunities to cross-sell bank products and services and prospect for new leads.
- Bachelor’s degree preferred.
Nice To Haves
- Familiarity with UltraTax CS, Accounting CS, and GruntWorx.
- CPA preferred.
- Management experience preferred.
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.
- Collaborate with colleagues across the bank and its subsidiaries to understand customers’ relationships and identify opportunities to refer clients to appropriate bank products or services.
- Develop and maintain strong 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.
- Lead improvements to tax and accounting workflows by evaluating technology, AI, and automation tools; coordinating implementation of approved tools in accordance with bank policies and controls; standardizing processes; and measuring gains in efficiency, accuracy, and capacity.
- Develop and maintain standardized procedures across the tax area, and recommend pricing and service levels for Tax Officer approval.
- Support the development of junior preparers and support staff and help 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 in a small team.
- Perform other duties as assigned by management.
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
Career Level
Manager
