Associate Tax Consultant, Property Tax

Company:  DuCharme McMillen & Associates Inc
Location: Sugar Land
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 Associate Tax Consultant 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 team members 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)
  • Assists business development professionals in identifying, scoping, and developing customized solutions for new and prospective clients
  • 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 or supervised by Consultants, Tax Managers and Directors; while also handling less material matters independently
Non-Essential Duties and Responsibilities
  • Perform other duties as assigned
Education and Qualifications
  • Bachelor's degree in Accounting, Real Estate, Finance, Economics, or related field
  • 0-3 years professional experience; property tax, valuation, or accounting preferred
  • Intermediate knowledge of Microsoft Word and Excel
  • Ability to work independently and as part of a team
  • Excellent verbal and written communication skills, demonstrated problem-solving
  • Organizational, research and interpersonal skills required
  • Ability to multi-task and prioritize projects and deadlines
  • Valid driver's license
  • Travel as required (approximately 5%)

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