Tax Manager, Property Tax

3 weeks ago

Edina, United States DuCharme McMillen & Associates Inc Full time
Why are long tenures and low turnover rates the norm at DMA? When you are an employee owned company, you are all about your employees, and here is proof:
  • 2024 Great Places to Work Certified
  • Employee stock ownership program eligibility begins day one of employment. ESOP contribution is targeted at 6% of your annual compensation.
  • Company paid Paternity & Maternity Leave.
  • Generous PTO package plus 2 paid floating holidays and 1 day of paid volunteer time off.
  • Multiple benefit plans, eligible day one of employment.
  • "Live and work like a DMA Employee-Owner": We focus on work/life balance, mental health, and the overall wellness of our employees.
Position Summary

The Tax Manager assists and supports team members in performing Real Estate and/or Business Personal Property assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services.
Essential Duties and Responsibilities
  • Provide support for leadership 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)
  • Active participation in business development activities - including identifying, scoping, and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA's other service lines to prospects
  • Account management responsibilities for assigned clients - developing, sustaining, and enhancing relationships with DMA clients and prospects
  • 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 a team, but also possessing the ability to do so independently and with minimal supervision
Non-Essential Duties and Responsibilities
  • Perform other duties as assigned
Education and Qualifications
  • Bachelor's degree in Accounting, Real Estate, Finance, Economics, or a related field
  • 5+ years professional experience; property tax, valuation, or accounting preferred
  • Advanced knowledge of Microsoft Excel, Outlook, and Word
  • Ability to work independently and as part of a team
  • Excellent verbal and written communication skills; demonstrated problem-solving skills
  • Organizational, research, and interpersonal skills
  • Ability to multi-task and prioritize projects and deadlines
  • Valid driver's license

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