Senior Analyst, Property Tax Complex Compliance

Overview

This position manages the property tax compliance cycle, with core responsibilities focused on return preparation, tax bill processing, and payment. The role specializes in complex centrally assessed property at state and local levels for clients in the utility, power generation, communications, data center, oil & gas, industrial manufacturing, and mining industries.

Responsibilities also include compliance work for large-scale data center portfolios, including technology infrastructure, network equipment, power distribution systems, and other high-value personal property assets. The work centers on accurate preparation and timely filing of returns, with an emphasis on utility and energy-related assets (electric and gas utilities, pipelines, and power generation assets including renewable and conventional).

Responsibilities

• Prepare complex personal property and centrally assessed tax returns and supporting workpapers using Microsoft Excel and tax/asset platforms such as PowerPlan, PTMS, or OneSource.
• Prepare and support filings for utility, power generation, communications, and data center clients, including unitary and multi-state filings.
• Reconcile property tax returns to fixed asset systems and, when applicable, regulatory filings (e.g., FERC or state commission reports).
• Reconcile data center and technology asset inventories, capitalization records, and fixed asset systems to property tax filings.
• Review state and local laws, rules, regulations, and industry-specific guidance impacting utility, communications, and data center property.
• Analyze and report technology assets, including servers, storage equipment, network infrastructure, power distribution equipment, and other data center personal property.
• Track jurisdictional assessment notices and tax bills.
• Process tax bills and prepare funding requests for payment.
• Maintain accurate property tax calendars and meet all filing deadlines.
• Update internal compliance software throughout reporting, assessment, and payment cycles.
• Assist with appeals, amended returns, and refund requests, including support for utility, communications, and data center-related matters.
• Support new client implementations, including setup for utility, communications, energy, and data center portfolios.
• Serve as a resource for team members on client-specific and technical issues.

Non-Essential Duties

• Assist with training and mentoring junior team members.
• Assist with return reviews and special projects.
• Support business development initiatives and client onboarding.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Mathematics, Engineering, or related field.
• 3–5 years of property tax experience.
• Experience with property tax software (PTMS, OneSource, PowerPlan, or similar platforms).
• Advanced Excel skills.
• Strong organizational, analytical, and communication skills.
• Valid driver’s license.

Preferred Qualifications

• Experience with utility, power generation, communications, data center, or other complex property tax compliance environments.
• Experience with centrally assessed property, multi-state filings, and complex apportionment methodologies.
• Experience reporting technology assets, network infrastructure, telecommunications equipment, or data center facilities for personal property tax purposes.

Compensation & Benefits

• Employee stock ownership program (ESOP) eligibility begins on day one of employment; ESOP contribution targeted at 6% of your annual compensation.
• Company-paid parental leave.
• Generous time off package.
• Multiple benefit plans; eligibility begins on day one of employment.

Location

Not specified in the provided job description.

Equal Employment Opportunity & Accommodations

• Equal employment opportunity employer committed to providing equal employment opportunities.
• Reasonable accommodations are provided for qualified individuals with disabilities.