Tax Services Coordinator

Working at Ulster Savings Bank At Ulster Savings Bank, you’ll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other. When you add this to an environment that allows skills and experience to bring forth growth and change, you’ll find plenty of room to grow professionally.

We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history.

Ulster Savings Bank is officially Certified by Great Place To Work Click here to learn about our benefit package.

Business Development drives financial performance through profitable revenue growth, goal attainment and exceptional customer service. All employees have a role in Business Development and are responsible for identifying potential opportunities to cross sell all Bank products and/or services to both new and existing clients. Employees will continually prospect, both within and outside of the Bank, to create new lead streams for any and all of the Bank's business lines.

Position Summary:

Support the Ulster Financial Group’s Tax Services department by coordinating client administration, reviewing individual federal and state income tax returns, and assisting with bookkeeping and accounting services. Use tax preparation and automation software to organize client documentation, support efficient workflows, and maintain accuracy, confidentiality, and appropriate controls. Provide responsive client service and support front desk operations. Collaborate with the Tax Officer and colleagues to resolve review questions, improve processes, and support the responsible use of AI, automation, and other technologies.

Build relationships across the bank, participate in bank-wide initiatives, and develop skills for broader tax relationships while contributing to the growth of the tax practice.

Position

Hours:

During Tax Season: 46 hours Monday through Saturday, with additional hours as needed to meet seasonal demands

Outside of Tax Season:
Part-time schedule of 2 to 3 days from 8:30AM - 5PM per week, based on business needs.

Minimum Requirements:

Experience reviewing individual income tax return documents for accuracy and completeness.

Working knowledge of individual federal and state income tax returns.

Experience using tax preparation, accounting, and document automation software, such as Ultra Tax, Accounting CS, Quick Books, and Grunt Worx.

Strong attention to detail, organizational skills, and the ability to manage competing priorities and meet deadlines, particularly during tax season.

Excellent written and verbal communication skills, with a professional, service-oriented approach to clients and colleagues.

Ability to handle sensitive financial and personal information with discretion and follow established confidentiality and information security procedures.

Experience with spreadsheets, electronic records, and office technology; willingness to learn new tools and workflows.

Bookkeeping and Accounts Receivable experience preferred.

Essential Duties and Responsibilities:

Coordinate the intake, organization, scanning, and secure storage of client tax documents.

Submit documents through approved automation workflows and verify that extracted information is accurate and complete before it is used in tax return preparation.

Answer telephone calls, greet clients, schedule appointments, respond to routine inquiries, and distribute completed returns through approved channels.

Perform accounts receivable activities, including billing, recording payments,…