[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-394519-105":3,"doc-detail-394519-en":81,"detail-sidebar-cat-0-en-105":97},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","tax-preparer-john-g-ullman-associates-inc-careers","Tax Preparer - John G. Ullman & Associates, Inc. Careers","","Tax Preparer role for John G. Ullman & Associates, Inc., based in the Horseheads office, responsible for preparing tax returns across a range of complexities. The position includes tax planning such as quarterly tax projections and assisting clients with tax-related opportunity research and communication. Duties also cover preparing returns for other entities, interacting with clients for data clarification, responding to tax correspondence, and conducting tax research while staying current on regulations and court rulings. Qualifications emphasize strong academics, 1–3 years of tax experience, EA/CPA readiness, technical tools, and exceptional communication.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/document/","Document",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/document/exam/","Exam",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/document/tax-preparer-john-g-ullman-associates-inc-careers/394519/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/tax-preparer-john-g-ullman-associates-inc-careers/394519.png","ImageObject",300,407,{"name":42,"@type":43},"Valentina","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-11-01","2026-09-26",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",8,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What are the core responsibilities of the Tax Preparer position?","Question",{"text":63,"@type":64},"The role prepares tax returns of varying complexity, performs tax planning with quarterly projections, supports other entity returns, and provides client communication and tax research as needed.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What qualifications are required for applicants?",{"text":68,"@type":64},"Applicants need an excellent academic record, typically 1–3 years of tax experience, strong interpersonal and communication skills, and the ability to complete requirements for the Enrolled Agent (EA) designation.",{"name":70,"@type":61,"acceptedAnswer":71},"What benefits and company support are offered?",{"text":72,"@type":64},"The firm provides long-lasting client impact opportunities, professional and training support for continuing education, comprehensive dental and health care benefits, life insurance, 401K and SEP-IRA, and access to its portfolio management and financial planning services.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},394519,1790693817,{"code":4,"msg":82,"data":83},"success",{"doc_id":79,"user_id":84,"nickname":42,"user_avatar":85,"doc_module":4,"category_id":33,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":86,"file_id":87,"file_url":88,"file_type":89,"file_size":90,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":26,"language":91,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":92,"faqs":93,"seo_title":94,"seo_description":12,"update_tm":95,"read_time":96,"preview_page_count":4},13056703020460,"https://ap-avatar.wpscdn.com/avatar/be000253dac470eee5d?_k=1778207105932848923","Tax Preparer  \nJohn G. Ullman & Associates, [Inc. is](Inc. is) seeking Tax Preparers to join our Firm. This is an essential position in our company. Working from the Horseheads Office, Tax Preparers will focus on the preparation of tax returns at various levels of complexity; perform tax planning services; and assist in other functional areas of the Tax Department as needed.  \nThe Role:  \nThe Tax Preparer will:  \n􀁸 Prepare tax returns; complexity can range from simple to the most complex depending on experience.  \n􀁸 Assume a role in tax planning. This will include preparation 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 the tax return. Assist in situations for clients to include research and presentation/communication of potential tax related opportunities.  \n􀁸 Assume a role in preparation of other entities including but not limited to partnerships, trusts and gift tax returns as assigned.  \n􀁸 Interact with clients to clarify questions and data for the preparation of tax returns and projections.  \n􀁸 Maintain a good working relationship with clients and staff to enhance client satisfaction.  \n􀁸 Work closely and proactively with clients and Account Executives in order to maximize planning opportunities.  \n􀁸 Respond to federal, state, and local correspondence received on behalf of assigned clients.  \n􀁸 Perform research in order to properly answer client and Account Executive queries concerning taxes as needed.  \n􀁸 Keep current on applicable tax regulations, changes in code, court rulings, etc. Communicate updates to key members of the staff involved in Tax Planning and Tax Return Preparation.  \nQualifications  \n􀁸 Excellent academic record; two-year college degree required, four-year college degree preferred; graduate or advanced degree strongly preferred  \n􀁸 A minimum of 1-3 years of tax experience  \n􀁸 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.  \n􀁸 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.  \n􀁸 Excellent interpersonal and communication skills  \n􀁸 Proven track record as a self-starter, with high levels of intensity and motivation  \n􀁸 Demonstrated passion for providing exceptional client service  \n􀁸 Strong technical skills; experience working with tax specific applications (PRO System); BNA Income Tax Preparer; Tax Research Tools and Software  \nPerks & Benefits  \n􀁸 Ability to have a long-lasting and visible impact on client’s lives  \n􀁸 Opportunity to be part of the firm as we grow and expand to meet the current and future needs of our clients  \n􀁸 Work for an organization that is strongly committed to ethics and values, offers a warm and welcoming environment, is flexible, and is supportive of training, development, and continuing education  \n􀁸 Work with a group of talented and very experienced Tax professionals, comprised of CPAs and Enrolled Agents (EA), with strong professional networks  \n􀁸 Comprehensive dental and health care benefits, life insurance, 401K, SEP-IRA  \n􀁸 Access to all JGUA portfolio management and financial planning services for you and your family  \n􀁸 Regular company outings  \n􀁸 Community Involvement  \n􀁸 Ability to have long-lasting and visible impact on clients’ lives  \nAbout Us  \nJohn G. Ullman & Associates is a different kind of Wealth Management Company. Our “one firm” model provides high net worth individuals and families a single place to turn for all aspects of their financial lives, including financial planning, wealth management, and “special projects” catered to their unique nee","cbCaie7YB6hx3NvX","https://ap.wps.com/l/cbCaie7YB6hx3NvX","pdf",275670,"English","# The Role\n## Tax return preparation and tax planning\n## Client and correspondence support\n# Qualifications\n## Education and tax experience\n## Certifications and technical skills\n# Perks & Benefits\n# About the Company\n# How to Apply","[{\"question\":\"What are the core responsibilities of the Tax Preparer position?\",\"answer\":\"The role prepares tax returns of varying complexity, performs tax planning with quarterly projections, supports other entity returns, and provides client communication and tax research as needed.\"},{\"question\":\"What qualifications are required for applicants?\",\"answer\":\"Applicants need an excellent academic record, typically 1–3 years of tax experience, strong interpersonal and communication skills, and the ability to complete requirements for the Enrolled Agent (EA) designation.\"},{\"question\":\"What benefits and company support are offered?\",\"answer\":\"The firm provides long-lasting client impact opportunities, professional and training support for continuing education, comprehensive dental and health care benefits, life insurance, 401K and SEP-IRA, and access to its portfolio management and financial planning services.\"}]","Tax Preparer - John G. 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