John G. Ullman & Associates, Inc. is seeking a Tax Supervisor to join our Firm. These are essential positions in our company, and will play a significant role in the company’s strategic plans to grow and expand the business.

Working from the Horseheads, New York Office, the Tax Supervisor is a leadership position that will offer the opportunity to utilize their education, knowledge, training, and experience in the tax field.  Responsibilities will include reviewing tax returns, preparing tax returns, providing leadership and guidance for tax planning, preparation of other entities (partnerships, trusts, and gift tax returns), and training and mentoring members of the team as needed.

The Tax Supervisor will assume a leadership role for one or more of the key functions, areas, or processes for the Tax Services Department.  Work independently with oversight by department management to effect change in a key area with focus on gaining efficiency, increasing productivity, and meeting or exceeding the budget.  Assemble and guide team members to drive project success in this responsibility.

The Tax Supervisor may also interact with clients to clarify questions and data for the preparation of tax returns and projections.  Duties will include working proactively with Advisors and clients to maximize planning opportunities, as well as maintaining a good working relationship with clients and staff to enhance client satisfaction.

Job Duties:

Review tax returns in the Simple to Medium complexity range, and occasionally review Complex tax returns as knowledge and experience increases.  Make recommendations on tax 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.  Assist in situations for clients to include research and presentation/communication of potential tax related opportunities. 

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.

These roles present a tremendous growth opportunity for a person who is a recent graduate with an interest in financial services, as well as financial professionals with 1-5 years of experience in financial services or consulting; or a more experienced professional in marketing or business development with interest in transitioning into financial services.

Qualifications:

• Excellent academic record, four-year college degree, graduate or advanced degree preferred.
• Enrolled Agent is required, unless your education and credentials exempt you from being certified.
• CPA is strongly preferred.
• A minimum of 5-7 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 with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience working with tax specific applications is required.
• Experience working with Pro System, BNA Income Tax Planner, Intelli-Connect, and other Tax Research Tools and Software is preferred.

Projected Hiring Range:              

Annualized Salary:                  $61,600 – $98,000

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 40 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 Big Flats, NY; and branch offices located in Corning, NY, Rhinebeck, NY and Charlotte, NC.

To Apply:

If you are interested in applying fill out the form below, or please email a letter of interest and your resume to Stephany Achterberg at [email protected].