Overview
This role involves supporting compliance and property tax review processes by preparing tax returns, renditions, and filings for assigned clients. The position focuses on managing larger, more complex client accounts.
Responsibilities
- Prepare all tax returns, renditions, and filings for assigned clients using PTMS, OneSource, or PowerPlan
- Manage large and complex client renditions, returns, and reporting requirements
- Present completed returns to management for review
- Prepare check requests after management approval of jurisdictional tax liabilities
- Serve as a resource for junior team members on client-specific processing issues
- Ensure timely copying and mailing of all applicable returns, renditions, tax bills, and remittances
- Monitor and review jurisdictional tax notices for assigned clients
- Update internal compliance software with relevant tax information for each client
- Manage or assist with new client implementations
Additional Duties
- Assist with training department members
- Support management in reviewing non-complex returns and funding requests
- Perform other duties as assigned
Qualifications
- Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field
- 4-6 years of experience in property tax compliance
- Excellent verbal and written communication skills
- Strong organizational skills and ability to work in a fast-paced environment
- Advanced proficiency in Microsoft Excel and Word
- Experience with PTMS (Property Tax Management System) preferred but not required
- Technical tax background preferred
- Ability to work overtime as needed
Compensation & Benefits
- Eligibility for employee stock ownership program starting on day one, with contributions targeted at 6% of annual compensation
- Company-paid parental leave
- Generous time off package
- Multiple benefit plans available from day one
- Focus on work/life balance, mental health, and overall employee wellness
Location
Information about the work location is not specified in the job description.