Job Description:Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a
Tax Senior Associate- Personal Property Tax to join our growing State & Local Tax (SALT) practice in
Dallas, TX!
Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
Candidates for the Associate position must possess a successful track-record of experience in the real estate Property Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to appealing assessment notices, property valuation, and tax filings. The Associate is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.
Essential Duties and Responsibilities- Manage property tax filings in multiple states
- File appeals, maintain appeal calendar, and attend hearings
- Successfully navigate Freeport Exemption filings where applicable
- Negotiating with assessors on multi-state portfolios
- Consistently exceed client service expectations
- Manage and motivate staff to achieve desired results
- Attain mastery of software updates and changes, specifically OneSource/PTMS
- Develop and preserve positive relationships with assessors and clients
- Create and update files and records, while tracking tax appeal deadlines
- Verify that values fall within established guidelines
- Maintain hearing schedules as required
- Manage the processing of tax bills timely and accurately
- Participate in team projects by taking ownership of assignments
- Ensure all team matters are completed in a timely manner
- Commitment to working in a dynamic, deadline driven environment
Minimum Qualifications:- 4 year degree
- Eligible to obtain CPA, Law License/JD or CMI.
Preferred Qualifications: - 3 years of experience with State and Local tax
- Advanced skills in Microsoft Word and Excel
- Excellent verbal and written communication skills
- Ability to meet travel requirements of the job
- Previous OneSource/PTMS software experience is required
- Highly detail oriented
- Strong analytical and technical skills
- Ability to work independently with minimum supervision
- Excellent Communication Skills
The pay rate range for this position is listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In Dallas, TX: pay rate range is $86,000 to $115,500