Associate Tax Consultant, Property Tax

DuCharme McMillen & Associates • Boston, MA

8d • Hybrid

About The Position

The Associate Tax Consultant assists and supports team members in reviewing real estate and/or business personal property assessments for DMA clients. The role works to achieve maximum tax savings and provide other state and local tax consulting services. Much of the work is performed in collaboration with or under the supervision of Consultants, Tax Managers, and Directors, while less material matters may be handled independently. The position may include on-site inspection of client property, such as plants and operations.

Requirements

• Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or a related field.
• 1–3 years of professional experience.
• Intermediate knowledge of Microsoft Word and Excel.
• Ability to work independently and as part of a team.
• Excellent verbal and written communication skills and demonstrated problem-solving ability.
• Organizational, research, and interpersonal skills.
• Ability to multitask and prioritize projects and deadlines.
• Valid driver’s license.

Nice To Haves

• Experience in property tax, valuation, or accounting is preferred.

Responsibilities

• Support team members in the assessment review process, including representing clients in appeals and hearings with state and local taxing authorities.
• Prepare reports and analyses supporting DMA’s position for state and local taxing authorities; review and submit periodic status reports to clients; and prepare Reports of Findings and other client correspondence.
• Use DMA templates or valuation models for property valuation, fixed asset reconciliation, and classification; determine clients’ prior methodologies; identify exemptions and abatements; and report potential tax savings opportunities.
• Attend on-site inspections of client property, including plants and operations.
• Assist business development professionals in identifying, scoping, and developing customized solutions for new and prospective clients.
• Research, collect, and enter new cases, client assessment details, property or fixed asset data, and jurisdictional tax information into DMA’s review management system.
• Assist with production and invoicing.
• Track and monitor jurisdictional deadlines for return filings, audits, informal and formal appeals and protests, and tax bill mailing and payment dates.
• Research and follow industry or market activity and trends in the assigned geographic area.
• Research and follow state and local tax issues, legislation, court cases, and related developments.
• Perform other duties as assigned.

Benefits

• Employee stock ownership program eligibility beginning on the first day of employment; ESOP contribution targeted at 6% of annual compensation.
• Company-paid parental leave.
• Generous time-off package.
• Multiple benefit plans, with eligibility beginning on the first day of employment.
• Work/life balance and employee wellness focus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level