Tax Specialist

5 days ago


Horseheads North, New York, United States John G. Ullman & Associates, Inc. Full time
Job Title: 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.

Key Responsibilities:
  • Review and prepare tax returns with medium to high complexity, ensuring accuracy and identifying tax saving opportunities.
  • Assume a lead role in tax planning, including preparation and review of quarterly tax projections to determine optimal estimates and withholdings.
  • Prepare tax returns for various entities, including partnerships, trusts, and gift tax returns, as assigned.
  • Interact with clients to clarify questions and data for tax return preparation and projections.
  • Maintain a strong working relationship with clients and staff to enhance client satisfaction.
  • Work closely with clients and Financial Advisors to maximize planning opportunities.
  • Assume a lead role in a key function, area, or process for the Tax Department, driving efficiency, productivity, and meeting or exceeding budget.
  • Train and mentor associates in key functions, areas, or processes to enhance team skills and abilities.
  • Respond to federal, state, and local correspondence on behalf of assigned clients with minimal direction or review.
  • Assist staff with research of tax issues, special projects, tax software, and responding to taxing authority notices and audits.
  • Perform research to answer client and Financial Advisors queries concerning taxes.
Qualifications:
  • Excellent academic record; four-year college degree required; graduate or advanced degree preferred.
  • CPA is strongly preferred.
  • Enrolled Agent required, unless exempt.
  • A minimum of 4-6 years of tax experience, including reviewing tax returns and preparing complex tax returns.
  • 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, including experience with tax-specific applications.
Projected Hiring Range:

Hourly Rate: $32.00

About Us:

John G. Ullman & Associates, Inc. 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 clients' 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.

To Apply:

If you are interested in applying, please email a letter of interest and resume to Stephany Achterberg.


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