Senior Compliance Analyst, Property Tax

DuCharme McMillen and Associates, Inc.

$75K — $95K *
US-AnywhereRemote in Indiana, US
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Economics, or Business Administration
  • 4-6 years of experience in property tax compliance
  • Excellent verbal and written communication skills
  • Strong organizational skills and ability to thrive in a fast-paced environment
  • Advanced proficiency in Microsoft Excel and Word
  • Familiarity with PTMS is a plus
  • Technical tax background preferred

Responsibilities

  • Prepare tax returns, renditions, and filings for assigned clients using PTMS, OneSource, or PowerPlan
  • Manage complex client renditions and reporting requirements
  • Present completed returns to management for review
  • Prepare check requests for jurisdictional tax liabilities
  • Act as a resource for junior team members on client-specific issues
  • Ensure timely mailing of tax returns, renditions, and remittances
  • Monitor jurisdictional tax notices for assigned clients
  • Update compliance software with tax-related information

Benefits

  • Remote work option
  • Opportunity for professional development
  • Access to training for junior team members
  • Potential to manage larger, complex client accounts
  • Supportive team environment ready to assist with complex processing issues
Full Job Description
Position Summary

The Senior Compliance Analyst provides general support to team members in the compliance and property tax review process by preparing all tax returns, renditions, and filings for assigned clients. Responsible for larger, more complex clients.

Essential Duties and Responsibilities
• Prepare all tax returns/renditions and filings for assigned clients working in PTMS, OneSource, or PowerPlan
• Manage large, more complex client renditions/returns and reporting requirements
• Present completed returns to management for review
• Prepare check requests once jurisdictional tax liabilities have been approved by management
• Serve as a resource for junior team members regarding client-specific processing issues
• Ensure all applicable returns/renditions/tax bills and remittances are copied and mailed in a timely manner
• Monitor and review all jurisdictional tax notices for assigned clients
• Update internal compliance software with appropriate tax related information for each assigned client
• Manage or assist with new client implementations

Non-Essential Duties and Responsibilities
• Assist with training of other department members
• Assist management with reviewing non-complex returns, funding requests, etc.
• Perform other duties as assigned

Education and Qualifications
• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field
• 4-6 years' experience in property tax compliance
• Excellent verbal and written communication skills
• Organization and the ability to excel in a fast-paced environment
• Advanced level of proficiency in Microsoft Excel and Word
• PTMS (Property Tax Management System) experience is preferred but not necessary
• Technical tax background preferred
• Ability to work overtime as required

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