Tax Professional
7 days ago
We are seeking a highly skilled Tax Preparer to join our team at John G. Ullman & Associates, Inc. This is an exciting opportunity to work with a highly trained and experienced tax services team.
Key Responsibilities:- Prepare tax returns at various levels of complexity, from simple to medium.
- Assist in tax planning, including quarterly tax projections and estimates.
- Prepare tax returns for partnerships, trusts, and gift tax returns.
- Interact with clients to clarify questions and data for tax return preparation.
- Research tax issues and answer client and advisor queries.
- Excellent academic record, with a two-year college degree required and a four-year college degree preferred.
- A minimum of 1-3 years of tax experience.
- Ability to complete the requirements to receive the Enrolled Agent (EA) designation, with an active EA designation 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, including experience working with tax-specific applications.
- Competitive hourly rate of $28.00.
- Opportunity to work with a highly trained and experienced tax services team.
- Chance to develop skills and knowledge in tax planning and preparation.
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. We have helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect their wealth.
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Tax Professional
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Horseheads North, New York, United States John G. Ullman & Associates, Inc. Full timeJob Title: Tax PreparerJohn G. Ullman & Associates, Inc. is seeking a highly skilled Tax Preparer to join our team. As a Tax Preparer, you will play a crucial role in our firm's strategic plans, focusing on the preparation of tax returns at various levels of complexity.Key Responsibilities:Prepare tax returns ranging from simple to medium complexity, with...
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