Tax Manager assisting in Real Estate and Business Personal Property assessment reviews for DMA clients. Achieving maximum tax savings and providing state and local tax consulting services with minimal supervision.
Responsibilities
Provide support for leadership in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities
Prepares reports and analyses supporting DMA’s position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients
Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client’s prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities
Attend on-site inspection of client property (plants and operations)
Active participation in business development activities - including identifying, scoping, and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA’s other service lines to prospects
Account management responsibilities for assigned clients – developing, sustaining, and enhancing relationships with DMA clients and prospects
Research, collect, and populate DMA’s review management system with new cases, client assessment details, property, or fixed asset data and jurisdictional tax information
Assist in production and invoicing process
Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills
Research and follow industry or market activity/trends in assigned geographic area
Research and follow state and local tax issues, legislation, court cases, etc.
Perform much of the above in collaboration with a team, but also possessing the ability to do so independently and with minimal supervision
Requirements
Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or a related field
5+ years professional experience; property tax, valuation, or accounting preferred
Advanced knowledge of Microsoft Excel, Outlook, and Word
Ability to work independently and as part of a team
Excellent verbal and written communication skills; demonstrated problem-solving skills
Organizational, research, and interpersonal skills
Ability to multi-task and prioritize projects and deadlines
Valid driver’s license
Benefits
Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
Company paid parental leave
Generous time off package
Multiple benefit plans, eligibility begins on day one of employment
Culturally focused on work/life balance, mental health, and the overall wellness of our employees
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