Tax Specialist

John G. Ullman & Associates, Inc. is seeking a highly skilled Tax Specialist to join our team. This is a leadership position that requires a strong background in tax planning and preparation.

The Tax Specialist will be responsible for reviewing tax returns, preparing tax returns, and providing leadership and guidance for tax planning. They will also train and mentor associates in a wide range of tax areas.

Key Responsibilities:

• Review tax returns in the Medium to High range of complexity and make recommendations on return preparation regarding accuracy and tax saving opportunities
• Prepare tax returns. Complexity can range from Medium to the most complex depending on experience.
• Assume a lead role in tax planning. This will include preparation and review of quarterly tax projections to determine appropriate amounts for quarterly estimates and/or withholdings as needed to achieve the desired outcome in the future filing of tax returns.
• Preparation of other entities including but not limited to partnerships, trusts and gift tax returns as assigned
• Interact with clients to clarify questions and data for the preparation of tax returns and projections
• Maintain a good working relationship with clients and staff to enhance client satisfaction
• Work closely and proactively with clients and Financial Advisors in order to maximize planning opportunities
• Assume a Lead Role of a key function, area, or process for the Tax Department. Work independently with oversight by department management to effect change in the key area with focus on gaining efficiency, increasing productivity, and meeting or exceeding budget.
• Train and mentor associates in a key function, area, or process as needed to enhance the skills and abilities of the team
• Respond to federal, state, and local correspondence received on behalf of assigned clients with almost no direction or review from senior members of the department
• Assist all staff with research of tax issues, special projects, use of tax software and other resources, and respond to taxing authority notices and audits
• Perform research in order to properly answer client and Financial Advisors queries concerning taxes as needed
• Keep current on applicable tax regulations, changes in code, court rulings, etc.

Qualifications:

• Excellent academic record; four-year college degree required; graduate or advanced degree preferred
• CPA is strongly preferred
• Enrolled Agent required, unless your education and credentials exempt you from being certified.
• A minimum of 4-6 years of Tax Experience; experience reviewing tax returns and preparing complex tax returns is required; experience with fiduciary returns is preferred
• Excellent interpersonal and communication skills
• Proven track record as a self-starter, with high levels of intensity and motivation
• Demonstrated passion for providing exceptional client service
• Strong technical skills; experience working with tax specific applications including: ProSystem; BNA Income Tax Planner; IntelliConnect; and other Tax Research Tools and Software

Projected Hiring Range: Hourly Rate $32.00

About Us: John G. Ullman & Associates is a wealth management firm committed to bringing human connection, attention to detail and trust to every aspect of financial planning.

For over 45 years, we have helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect our client's wealth.

Our team has grown to include a diverse group of expert financial planners, tax professionals, investment researchers, legal professionals and support staff in three separate New York State Locations; including our headquarters located in Horseheads, NY; and branch offices located in Corning, NY, Rhinebeck, NY and Charlotte, NC.

To Apply: If you are interested in applying, please submit a letter of interest and resume to the hiring manager.