Compliance Analyst, Property Tax
About The Position
The Compliance Analyst, Property Tax provides general support to the department by preparing returns for existing clients, communicating with taxing jurisdictions, preparing tax payments, and completing assigned work in the personal property compliance process. The role involves analyzing and reconciling property tax data, maintaining client information, processing filings and payments, and responding to client and jurisdictional inquiries. The position follows a regular 40-hour workweek. Overtime may be required and is expected to average 10–20 hours per week from January through May; overtime is not guaranteed and depends on client workload. The work involves prolonged sitting and computer use, the ability to hear and distinguish speech and sounds, and frequent repetitive hand motions.
Requirements
- Associate degree in Accounting, Finance, Economics, Mathematics, or a related field; equivalent work experience may be substituted.
- Two to four years of experience in a corporate environment; tax, accounting, or finance experience is preferred.
- Strong organizational skills and the ability to complete high-volume work in a timely and highly accurate manner.
- Proficiency in Microsoft Excel and Word.
- Ability to learn tax compliance software quickly.
- Excellent verbal and written communication skills.
- Ability to work overtime as required; overtime is expected to average 10–20 hours per week during January through May, is not guaranteed, and depends on client workload.
Nice To Haves
- Corporate tax, accounting, or finance experience.
Responsibilities
- Analyze and reconcile property tax data and import it into PTMS, OneSource, PowerPlan, and DMA’s internal software PTCA.
- Request source data from clients.
- Update and maintain client tax information and databases.
- Submit completed returns to a Supervisor or Manager for review by the assigned due date.
- Monitor and review jurisdictional tax notices for assigned clients by the assigned due date.
- Prepare tax payments for jurisdictional liabilities on behalf of clients by the assigned due date.
- Review missing-bills and notices reports and research items not received.
- Prepare funding requests for clients to obtain funds for timely payments.
- Process and mail applicable returns, renditions, tax bills, and remittances in a timely manner.
- Respond to client and jurisdictional inquiries.
- Maintain the annual client filing calendar.
- Assist with new client implementations.
- Print and process client tax returns, renditions, and remittances in preparation for filing.
- Perform other duties as assigned.
Benefits
- Employee stock ownership program eligibility beginning on the first day of employment; ESOP contribution is 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
