Senior Tax Consultant, Property Tax (Strategic Valuation Services)

DuCharme McMillen and Associates, Inc.

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

Qualifications

  • Bachelor's degree in Accounting, Finance, Economics, Industrial Engineering, or related field, coursework in Appraisal desired
  • 3-5 years' experience in a tax consulting role
  • Advanced knowledge of Excel
  • Excellent verbal and written communication skills
  • Valid driver's license

Responsibilities

  • Review annual personal property tax returns and reconciliations
  • Evaluate personal property fixed asset listings for misclassifications
  • Analyze state and local laws, rules, and regulations
  • Conduct physical inspections at various facilities
  • Engage with client financial staff to review policies and procedures
  • Prepare analyses that identify tax savings opportunities
  • Draft and edit reports of findings with the tax manager
  • Facilitate client discussions regarding report findings and liabilities
  • Assist with personal property filings and changes for clients
  • Support client appeals and negotiations for assessment reductions

Benefits

  • Employee stock ownership program eligibility from day one
  • Company paid parental leave
  • Generous time off package
  • Multiple benefit plans starting on day one
  • Focus on work/life balance, mental health, and overall wellness
Full Job Description
Position Summary

Conduct complex personal property compliance projects and assessment reviews of machinery and equipment for industrial manufacturing, mining, oil & gas, communication, and energy property as well as assist with implementation of tax savings recommendations and strategies.

Essential Duties and Responsibilities
  • Review annual personal property tax returns and reconciliations
  • Review personal property fixed asset listings for misclassified assets
  • Review state and local laws, rules, and regulations
  • Conduct physical inspections of manufacturing, communication, energy, mining, and oil & gas facilities and meet with production managers at client locations
  • Meet with client financial and accounting personnel to review policies and procedures
  • Prepare analysis detailing issues and opportunities for property tax savings
  • Produce and edit reports of findings along with the tax manager to ensure accuracy
  • Meet with clients to discuss implementation of report of finding and address liabilities
  • Assist client tax department personnel with personal property filings and changes in methodology
  • Assist client in filing appeals, amended annual returns and refund requests
  • Assist in negotiations for assessment reductions before assessing authorities
  • Represent and manage clients during formal appeals


Non-Essential Duties and Responsibilities
  • Perform other duties as assigned


Education and Qualifications
  • Bachelor's degree in Accounting, Finance, Economics, Industrial Engineering, or related field, coursework in Appraisal desired
  • 3-5 years' experience as an Associate Tax Consultant (or similar type of position)
  • Advanced knowledge of Excel
  • Excellent verbal and written communication skills
  • Valid driver's license


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