Tax Specialist

4 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 tax returns of medium to high complexity and provide recommendations for accuracy and tax savings opportunities.
  • Prepare tax returns with varying levels of complexity, from medium to highly complex.
  • Assume a lead role in tax planning, including preparation and review of quarterly tax projections.
  • Prepare other tax-related documents, such as partnerships, trusts, and gift tax returns.
  • Interact with clients to clarify questions and data for tax return preparation.
  • 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, working independently with oversight from department management.
  • Train and mentor associates in key functions, areas, or processes as needed.
  • 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, and use of tax software and other resources.
Qualifications:
  • Excellent academic record, with a four-year college degree required and a graduate or advanced degree preferred.
  • CPA certification is strongly preferred.
  • Enrolled Agent certification is required, unless exempt.
  • A minimum of 4-6 years of tax experience, with experience reviewing tax returns and preparing complex tax returns required.
  • 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, with 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, 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 at [insert email address].

Minimum Salary: $26.00

Maximum Salary: $32.00

Salary Unit: Yearly


  • Tax Specialist

    13 hours ago


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

    Job Title: Tax SpecialistJohn G. Ullman & Associates, Inc. is seeking a highly skilled Tax Specialist to join our team. As a Tax Specialist, you will play a key role in preparing tax returns, reviewing tax returns, and providing leadership and guidance for tax planning.Key Responsibilities:Review tax returns in the Medium to High range of complexity and make...

  • Tax Specialist

    1 week ago


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

    About the RoleWe are seeking a highly skilled Tax Specialist to join our team at John G. Ullman & Associates, Inc. This is a leadership position that requires a strong background in tax planning and preparation.Key ResponsibilitiesReview tax returns of medium to high complexity and provide recommendations for accuracy and tax savings opportunities.Prepare...

  • Tax Specialist

    1 week ago


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

    About the RoleWe are seeking a highly skilled Tax Specialist to join our team at John G. Ullman & Associates, Inc. This is a leadership position that requires a strong background in tax planning and preparation.Key ResponsibilitiesReview tax returns of medium to high complexity and provide recommendations for accuracy and tax savings opportunities.Prepare...


  • North Tonawanda, New York, United States Bayone Full time

    Bayone is seeking a highly organized and detail-oriented individual to join our team as a Tax Compliance Specialist. In this role, you will be responsible for assembling property tax return documents and mailing them to jurisdictions. You will also be scanning and indexing property tax invoices and notices of value, as well as using PTMS Software to assign...


  • Horseheads, New York, United States Guthrie Medical Group Full time

    Position OverviewGuthrie Medical Group is seeking a dedicated Interventional Pain Management Specialist to join our expanding team. The ideal candidate will be Board Eligible/Board Certified and possess a Fellowship in Interventional Pain Management.Key Features of the RoleQualifications: MD/DO with Board Eligibility/Certification and Fellowship...


  • Horseheads, New York, United States Guthrie Medical Group Full time

    About the OpportunityGuthrie Medical Group is seeking a skilled Interventional Pain Management physician to join our team in Big Flats, NY. As a member of our team, you will have the opportunity to work in a 100% Interventional Pain Management practice, with a strong focus on patient care and satisfaction.Highlights of the PositionBoard Eligible/Board...


  • Horseheads, New York, United States Guthrie Medical Group Full time

    Opportunity for a Pain Management PhysicianGuthrie Medical Group is seeking a Pain Management Physician to join our team in Big Flats, NY. As a Pain Management Physician, you will have the opportunity to work with a established practice in the region with the potential for growth.Highlights of the Position100% Interventional Pain Management PracticeBased in...


  • North Tonawanda, New York, United States Linde Full time

    Job OverviewThe Sales and Use Tax Compliance Assistant position at Linde requires a strong commitment to meeting state-imposed deadlines, which may involve overtime. The ideal candidate must be able to balance multiple priorities and work effectively in a fast-paced team environment.Key ResponsibilitiesOpen and track tax notices, gather backup, and research...


  • North Tonawanda, New York, United States Linde Full time

    Job SummaryThe Sales & Use Tax Compliance Specialist position requires a commitment to meet state-imposed deadlines, which may at times require overtime. The ideal candidate will be able to balance multiple priorities and work in a fast-paced, team dynamic environment.Key ResponsibilitiesOpen all tax notices, enter them into tracking spreadsheets, gather...


  • North Bergen, New Jersey, United States Aureus Medical Group - Nursing Full time

    Job SummaryAureus Medical Group - Nursing is seeking a skilled Travel Nurse RN Specialist to join our team in a Emergency Department setting.Key ResponsibilitiesProvide high-quality patient care in a fast-paced emergency department environment.Collaborate with healthcare professionals to ensure seamless patient care.Develop and implement effective care plans...

  • Nurse Specialist

    3 weeks ago


    North Bergen, New Jersey, United States VNS Health Full time

    About the RoleVNS Health is seeking a skilled Nurse Specialist to join our team as a Home Health RN. As a key member of our interdisciplinary care team, you will provide personalized nursing and care management to patients in their homes or care facilities.Key ResponsibilitiesPractice independently in the community, delivering high-quality care to patients...


  • North Tonawanda, New York, United States Brookdale Niagara MC (NY) Full time

    Brookdale Niagara MC (NY) is committed to creating a work environment where our associates can become their best possible selves. As a Licensed Practical Nurse, you will play a vital role in maintaining a physical, social, and psychological environment that supports the well-being of our residents.Responsibilities:* Assist in maintaining a safe and clean...


  • North Rose, New York, United States Uncommon Schools Full time

    Job SummaryWe are seeking a highly skilled and dedicated Special Education Teacher to join our team at Uncommon Schools. As a Special Education Teacher, you will play a critical role in providing academic and emotional support to students with special needs.Key ResponsibilitiesInstructional SupportModify and differentiate curriculum to meet the needs of...

  • Nurse Specialist

    2 weeks ago


    North Bergen, New Jersey, United States Recruitics JB Full time

    About the RoleVNS Health is seeking a skilled Registered Nurse to join our Home Health team in North Bergen, New Jersey.This is a unique opportunity to redefine the standard of patient-centered care for New Yorkers, keeping them out of the crowded hospital system and allowing them to heal and age in the comfort of their own homes and community.Key...


  • North Bergen, New Jersey, United States Talent4Health Full time

    Job DetailsTalent4Health is seeking a skilled Operating Room Nurse for a travel nursing opportunity in North Bergen, New Jersey.Job RequirementsSpecialty: Operating RoomDiscipline: Registered NurseDuration: 13 weeks40 hours per weekShift: 10 hours, days, flexibleEmployment Type: TravelAs a Surgical Care Specialist, you will assist surgeons and...


  • North Conway, New Hampshire, United States Supplemental Health Care Full time

    Job Title: Physical Therapist - Travel AssignmentSupplemental Health Care is seeking a skilled Physical Therapist to join our team for a travel assignment in North Conway, New Hampshire.Job Summary:We are looking for a dedicated and compassionate Physical Therapist to provide high-quality patient care in an acute care setting. As a travel Physical Therapist,...


  • North Conway, New Hampshire, United States SkyBridge Healthcare Skilled Nursing Full time

    About the OpportunitySkyBridge Healthcare Skilled Nursing is seeking a skilled travel nurse to join their team in a long term care setting.Job SummarySpecialty: Long Term CareDiscipline: Registered Nurse (RN)Shift: 8 hours, eveningsEmployment Type: TravelThis is a 13-week assignment with a guaranteed 40 hours per week. The pay package is based on 8 hour...


  • Charlotte, North Carolina, United States Brightspeed Full time

    Job OverviewWe are seeking an experienced Indirect Tax Specialist to become a vital part of our expanding Finance team at Brightspeed. In this position, you will report directly to the Senior Manager of Indirect Tax and take charge of the comprehensive Exemption Certificate Management process. QualificationsTo excel in this role, candidates should possess a...

  • Tax Consultant

    6 days ago


    North Kingstown, Rhode Island, United States Stellar Enterprises Full time

    About Stellar EnterprisesWe are a leading auditing and tax consulting firm with a strong presence in Munich and beyond. Our team of experts serves a diverse range of clients, from large corporations to medium-sized businesses and institutions, in the areas of tax consulting, auditing, business consulting, and legal consulting.What We OfferA collaborative and...


  • North Liberty, Iowa, United States Hills Bank Full time

    Job SummaryHills Bank is seeking a highly motivated and detail-oriented Tax Support Intern to join our Trust and Wealth Management Department. As a Tax Support Intern, you will assist the Tax Team with various projects and duties related to income tax reporting.Key ResponsibilitiesAssist with preparation of materials and delivery to tax preparersDeliver...

  • Senior Tax Specialist

    4 weeks ago


    North Providence, Rhode Island, United States Jobot Full time

    Join a Leading Accounting FirmWe are currently seeking a Senior Tax Accountant to become a valuable member of our esteemed accounting team. Our client is a well-respected public accounting and advisory firm, recognized for its outstanding workplace environment and commitment to excellence.What We Provide:Comprehensive health, vision, and dental...

  • Senior Tax Specialist

    4 weeks ago


    North Providence, Rhode Island, United States Jobot Full time

    Job Overview:Join our team as a Senior Tax Accountant, where you will play a pivotal role in managing tax engagements for a diverse portfolio of clients. We are looking for proactive and detail-oriented professionals who thrive in a collaborative environment.About Us:We are a comprehensive public accounting and consulting firm dedicated to providing...

  • Lead Tax Advisor

    4 weeks ago


    North Andover, Massachusetts, United States Leonid Group Ltd Full time

    Leonid Group Ltd is currently seeking a Lead Tax Advisor for a prominent wholesale manufacturing organization. In this capacity, you will play a vital role in the company's U.S. tax compliance, strategic planning, dispute resolution, and financial reporting efforts. Your responsibilities will encompass supporting audits, ensuring compliance with SOX...


  • North Chicago, Illinois, United States Abbott Laboratories Full time

    About the RoleWe are seeking a highly skilled Senior International Tax Analyst to join our team at Abbott Laboratories. As a key member of our tax department, you will play a critical role in ensuring the accuracy and compliance of our international tax returns.Key ResponsibilitiesAssist in the preparation, review, and filing of U.S. international tax...


  • North Chicago, Illinois, United States Abbott Laboratories Full time

    About the RoleWe are seeking a highly skilled Senior International Tax Analyst to join our team at Abbott Laboratories. As a key member of our tax department, you will play a critical role in ensuring the company's compliance with international tax laws and regulations.Key ResponsibilitiesAssist in the preparation, review, and filing of U.S. international...


  • Horseheads, United States Guthrie Medical Group Full time

    Highlights of the Position MD/DO accepted with BE/BC and Fellowship Trained 100% Interventional Pain Management Practice Based in Big Flats, NY, with outreach to other NY clinics such as Ithaca and Corning APP and excellent office support on hand Call would be shared with other interventional pain physicians within the system, primarily telephone call from...

  • MRI Travel Specialist

    4 weeks ago


    North Platte, Nebraska, United States Aequor Allied Full time

    Aequor Allied is currently in search of a dedicated MRI Travel Specialist for an exciting opportunity in the field of healthcare.Position Overview & RequirementsSpecialty: MRI SpecialistField: Allied Health ProfessionalContract Duration: 13 weeks40 hours per weekWork Schedule: 8-hour shiftsEmployment Type: Travel PositionThis role is ideal for professionals...


  • North Adams, Massachusetts, United States RTG Medical-Nursing Full time

    Job Title: Medical Nurse SpecialistRTG Medical-Nursing is seeking a skilled Medical Nurse Specialist for a travel nursing opportunity in Massachusetts.Shift:12 hours, nightsEmployment Type: TravelAs a Medical Nurse Specialist, you will provide high-quality patient care in a dynamic and fast-paced environment. With over 20 years of experience and...


  • Asheville, North Carolina, United States Prager Metis CPAs LLC Full time

    Job SummaryPrager Metis CPAs LLC is seeking a highly skilled Senior Staff Accountant to join our team. As a Senior Staff Accountant, you will be responsible for tax compliance preparation, review, and research, as well as direct interaction with partners and supervision of associate accountants.Key ResponsibilitiesPrepare and review tax compliance...


  • North Adams, Massachusetts, United States RTG Medical-Nursing Full time

    Job Title: Medical Nurse SpecialistRTG Medical-Nursing is seeking a skilled Medical Nurse Specialist for a travel nursing job in a reputable healthcare facility.Job Details:Shift: 12 hours, nightsEmployment Type: TravelThe pay package is based on 12 hour shifts and 36 hours per week, with a tax-free stipend amount to be determined.About RTG Medical-NursingAs...


  • Durham, North Carolina, United States Avalara Full time

    About AvalaraWe're a leading cloud compliance platform, processing nearly 40 billion customer API calls and over 5 million tax returns a year. Our mission is to be part of every transaction in the world.Job SummaryWe're seeking an Account Development Representative to identify net new prospects and high-value opportunities through outbound prospecting. This...


  • North Adams, Massachusetts, United States RTG Medical-Nursing Full time

    Job Title: Medical Nurse SpecialistRTG Medical-Nursing is seeking a skilled Medical Nurse Specialist for a travel nursing job in a reputable healthcare facility.Job Details:Employment Type: TravelShift: 12 hours, nightsThe pay package is based on 12 hour shifts and 36 hours per week, with a tax-free stipend amount to be determined.About RTG Medical-NursingAs...


  • North Adams, Massachusetts, United States RTG Medical-Nursing Full time

    Job Title: Medical Nurse SpecialistRTG Medical-Nursing is seeking a skilled Medical Nurse Specialist for a travel nursing opportunity in Massachusetts.Job Details:Employment Type: TravelShift: 12 hours, nightsThe pay package is based on 12 hour shifts and 36 hours per week, with a tax-free stipend amount to be determined.About RTG Medical-NursingAs a trusted...


  • North Adams, Massachusetts, United States RTG Medical-Nursing Full time

    Job Title: Medical Nurse SpecialistRTG Medical-Nursing is seeking a skilled Medical Nurse Specialist for a travel nursing opportunity in Massachusetts.Job Details:Employment Type: TravelShift: 12 hours, nightsThe pay package is based on 12 hour shifts and 36 hours per week, with a tax-free stipend amount to be determined.About RTG Medical-NursingAs a trusted...


  • North Adams, Massachusetts, United States ADEX Healthcare Staffing LLC Full time

    ADEX Healthcare Staffing LLC is seeking a skilled Diagnostic Imaging Specialist to fill a travel position in Massachusetts. The ideal candidate will have a strong background in medical imaging and the ability to work independently in a fast-paced environment. The position requires a minimum of 2+ years of recent hospital experience, with a focus on...


  • North Platte, Nebraska, United States ADN Healthcare Full time

    Travel Nurse ICU Specialist Job OpportunityADN Healthcare is seeking a skilled Travel Nurse ICU Specialist to join their team in North Platte, Nebraska.Job DetailsSpecialty: ICU - Intensive Care UnitDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelWe offer a competitive pay package based on 12 hour shifts and 36 hours per week,...


  • North Platte, Nebraska, United States ADN Healthcare Full time

    Travel Nurse ICU Specialist OpportunityADN Healthcare is seeking a skilled Travel Nurse ICU Specialist to join our team in North Platte, Nebraska.Job DetailsSpecialty: ICU - Intensive Care UnitDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelWe offer a competitive pay package based on 12 hour shifts and 36 hours per week, with a...