Top Tax Executive jobs in Binghamton, NY

John G. Ullman & Associates, Inc. is seeking a Tax Preparer to join our firm. This is an essential position
in our firm that will play a significant role in our strategic plans.

This is an exciting time to join our firm as we continue to grow. As a Tax Preparer, you will have the
opportunity to join a highly trained and experienced tax services team. Located in our Big Flats
headquarters, the tax services team is a blend of CPA’s, Enrolled Agents, and tax professionals working
towards their tax professional designations.

In this position, the Tax Preparer will focus on the preparation of tax returns at various levels of
complexity. Initially, the focus will be on preparing tax returns ranging in complexity from simple to
medium. Through training and mentoring, the Tax Preparer will learn to work on tax returns of
increasing complexity as they gain more knowledge and experience.

Role:

Prepare Tax Returns: complexity can range from simple to medium.

Tax Planning: assume a role in tax planning. Assist in the preparations and review quarterly tax
projections to determine quarterly estimates to achieve the desired outcome for future filing of
tax returns.

Preparation of Other Entities: assume a role in the preparation process, including
partnerships, trusts, and gift tax returns.

Client Interactions: to clarify questions and data for the preparation of tax returns and
projections.

Research Tax Issues: answer client and Advisor queries.

Qualifications:

Excellent academic record; two-year college degree required, four-year college degree
preferred; graduate or advanced degree strongly preferred

A minimum of 1-3 years of tax experience
We will consider a pending and/or recent graduate with a mixture of academic and internship,

training; preference will be given to pending and/or recent graduates from an accredited
academic program that prepares graduates to sit for the CPA exam. Practical Tax experience
would be strongly preferred.

Must be willing and able to complete the requirements to receive the Enrolled Agent (EA)
designation. An active Enrolled Agent (EA) designation would be preferred. A CPA is strongly
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 working with tax specific applications (PRO System); BNA

Income Tax Preparer; Tax Research Tools and Software

Projected Hiring Range:

Hourly Rate $16.00 - $28.00

Job Description:

To view the full job description go to https://jgua.com/taxpreparer

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, please e-mail a letter of interest to Stephany Achterberg at
achterbergs@jgua.com . Please use Reference # JGUA-TP.