Analyst, Personal Property Tax

Ryan•Scottsdale, AZ

2d•Hybrid

About The Position

The Analyst supports the Personal Property Tax practice with assessment notice and tax bill processing, mail handling, scanning, independent research, and analytical reviews. The role also maintains software databases to support database and report integrity. The Analyst contributes to positive team member experiences and excellent client service while helping drive revenue and profit for the Firm. The position involves responding to client and tax authority inquiries, interacting with taxing jurisdictions, monitoring compliance and filing requirements, processing and mailing tax documents, and supporting board hearing preparation. The Analyst researches property-tax-related issues as requested and builds knowledge of jurisdictional deadlines and requirements. The role has no supervisory responsibilities and requires regular interaction with employees and clients in person, by email, and by telephone.

Requirements

High school diploma or GED required.
Demonstrated leadership, problem-solving, and strong verbal and written communication skills.
Ability to prioritize tasks, manage multiple assignments, and work with ambiguity.
Ability to work independently and as part of a team with professionals at all levels.
Intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and internet navigation and research.

Nice To Haves

General knowledge of and ability to understand a tax calendar.
Valid driver's license preferred.
Desire to perform in a high-energy team environment.

Responsibilities

Create a positive team member experience.
Respond to client inquiries and requests from tax authorities.
Interact with taxing jurisdictions to verify assessment, tax bill, and deadline information.
Monitor compliance and filing requirements in conjunction with staff and management.
Receive, identify, and sort incoming mail daily.
Batch tax documents for scanning and transmission to India resources for processing, where applicable.
Process tax bills and assessments in a timely manner, allowing enough time for client processing.
Coordinate outgoing mail, including preparing certified mail and return receipts, metering postage, logging proof of mailers, and delivering mail to a post office or courier service.
Scan and archive proof of mailers in the Property Tax system of record.
Assemble tax return packages when necessary.
Assist with board hearing preparation by copying, collating, and binding documentation for review board presentations.
Assist with research on asset ownership structures, title policy reviews, jurisdictional tax policies, property re-parceling, and tenant escalation billing issues, as requested and directed.
Build knowledge of property tax jurisdictions, tax bill and appeal deadlines, and statutory deadline tracking.
Coordinate processes for jurisdictional data requests to meet statutory deadlines for assessment notices, compliance returns, tax bills, and agency authorizations.
Perform other duties as assigned.