Tax Receptionist & A/R Specialist - Kingston, NY

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.

Position Summary

The primary responsibilities include Front Desk responsibilities and A\R

Position Hours:

Monday through Friday - 8:30am to 5:00pm with the ability to work additional hours from January through April 15th.

Essential Requirements:

1. Accounting knowledge.
2. Experience with accounting software (Practice CS and NetClient CS).
3. Excellent Organizational skills.
4. Excellent written and verbal communication skills.
5. Detail oriented and ability to manage multiple priorities.
6. Good telephone and communication skills.
7. Proficient people skills.

Essential Duties and Responsibilities:

1. Front Desk
   
   
   
   • Answer phones and greet clients.
   • Receive and deliver tax information and tax returns.
   • Maintain inventory of office supplies including envelopes, folders, printer cartridges and business cards.
   • Maintain tax referral system through CRM.
   • Assist preparers with scanning tax documents.
   
   
   
   
2. A\R - all aspects
   
   
   
   • Process check deposits through Remote Deposit Capture.
   • Process all A\R through Practice CS.
   • Reconcile A\R monthly.
   • Contact past due clients for collections.
   • Process credit card payments.
   
   
   
   
3. Assist with Monthly and annual bookkeeping
   
   
   
   • Categorize receipts and disbursements.
   • Analyze payroll and payroll tax payments - prepare journal entries.
   • Bank reconciliation.
   • Prepare 1099's and 1096.
   • Schedule and receive information from clients.
   
   
   
   
4. Identify potential opportunities and cross sell all bank products and/or services to new and existing clients. Continually prospect to create new lead streams both within and outside of the institution. Drive financial performance through profitable revenue growth, goal attainment and exceptional customer service.

Non-Essential Duties and Requirements:

• Any other duty as assigned by management.

Educational Experience:

• A\R knowledge and accounting background is a benefit.
• Willing to train the right person to be proficient in the above tasks.

Ulster Savings Bank is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.