Senior Analyst, Personal Property Tax

Role Overview

• Supports general functions of the practice, such as Property Tax bill/assessment notice processing, mail handling, and scanning
• Assists with support of the Property Tax practice and maintains software databases to ensure database and report integrity
• Responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm
• Establishes direct relationships with taxing jurisdictions to verify assessment, tax bill, and deadline information
• Monitors compliance and filing requirements in conjunction with staff and management
• Receives, identifies, and sorts all incoming mail on a daily basis
• Batches tax documents for scanning into scan manager for transmitting information to India resources for processing, where applicable
• Navigates software databases to print tax returns and identify general account set-up issues
• Supports Lead Analysts and management in the maintenance of software databases, filing and tracking assessments, appeals, and tax bills
• Ensures tax bills and assessments are timely processed, including allowing enough time for payment processing by client
• Responds timely and professionally to all client requests and has daily contact with clients to establish relationships
• Prepares tax savings and refund calculations for client invoicing, working closely with consultants to track properties throughout the appeal and tax bill process, and manages deadlines accordingly
• Focuses primarily on complex and/or large taxing jurisdictions
• Assists with training new Analysts.

Requirements

• High-school or General Educational Development (GED) diploma required
• Must have a minimum of three years of property tax experience or other tax-related experience
• General knowledge and ability to understand a tax calendar is desired
• Demonstrated problem solving, and strong verbal and written communication skills
• Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
• Ability to work both independently and as part of a team with professionals at all levels.
• Valid driver’s license required.

Benefits

• Generous Personal Time Off (PTO)
• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
• 401K with Employer Match
• Tuition Reimbursement After One Year of Service
• Fertility Assistance Program
• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service