Tax Analyst

DMA - DuCharme, McMillen & Associates, Inc. • Austin, TX

22h

About The Position

The Tax Analyst assists and supports team members in performing assessment reviews for DMA clients to achieve maximum tax savings and provide other state and local tax consulting services. The role includes collecting and organizing client information, conducting basic tax research under supervision, communicating with assessors and tax collectors, preparing client materials and reports, and completing administrative and travel-related tasks. The position has a regular 40-hour workweek and requires less than 10% travel.

Requirements

• Associate’s degree in Accounting, Finance, Business Administration, or Economics required.
• 2–5 years of professional work experience.
• Intermediate skills in Microsoft Word and Excel.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize.

Nice To Haves

• Bachelor’s degree preferred.
• Professional work experience in an administrative support role preferred.

Responsibilities

• Collect and organize client data.
• Research and enter data into the Property Tax database and Excel spreadsheets.
• Communicate with assessors and tax collectors regarding assessment notices, valuations, tax bills, refunds, and appeal deadlines.
• Calculate and process reductions obtained and perform follow-up billing.
• Track down refunds and/or tax bills for billing support.
• Prepare and revise spreadsheets for clients and/or team members using Excel.
• Assist in generating client reports.
• Prepare general correspondence to clients and interoffice communications.
• Update and maintain organized client files.
• Conduct basic tax research under supervision.
• Prepare expense reports and coordinate travel arrangements.
• Perform administrative duties, including ordering supplies, researching vendors, answering incoming calls, greeting visitors, scheduling meetings, and preparing documents.
• 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
• Education Level: Associate degree