Tax Manager, Property Tax

Company:  DuCharme McMillen & Associates Inc
Location: Edina
Closing Date: 23/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Why are long tenures and low turnover rates the norm at DMA? When you are an employee owned company, you are all about your employees, and here is proof:
  • 2024 Great Places to Work Certified
  • Employee stock ownership program eligibility begins day one of employment. ESOP contribution is targeted at 6% of your annual compensation.
  • Company paid Paternity & Maternity Leave.
  • Generous PTO package plus 2 paid floating holidays and 1 day of paid volunteer time off.
  • Multiple benefit plans, eligible day one of employment.
  • "Live and work like a DMA Employee-Owner": We focus on work/life balance, mental health, and the overall wellness of our employees.
Position Summary
The Tax Manager assists and supports team members in performing Real Estate and/or Business Personal Property assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services.
Essential Duties and 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
Non-Essential Duties and Responsibilities
  • Perform other duties as assigned
Education and Qualifications
  • 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

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