Hybrid Tax Manager, Property Tax

at DMA - DuCharme, McMillen & Associates, Inc.

• Job title: Tax Manager, Property Tax
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Tax Manager assisting in Real Estate assessment reviews for DMA clients. Aiming to achieve maximum tax savings and provide state and local tax consulting services.

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