Associate Tax Consultant - Commercial Real Estate (Hybrid)

at  DuCharme McMillen Associates Inc

POSITION SUMMARY

The Associate Tax Consultant assists and supports team members in performing Real Estate assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services.

EDUCATION AND QUALIFICATIONS

• Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or related field
• 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%)

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