Tax Analyst

DuCharme McMillen & Associates • Austin, TX

7d

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 involves collecting and organizing client data, supporting assessment and billing work, preparing client materials, and carrying out administrative duties.

The position is scheduled for 40 hours per week, with less than 10% travel. It involves prolonged periods of sitting at a desk and working on a computer, as well as the ability to hear, understand, and distinguish speech and other sounds.

Requirements

• Associate’s degree in Accounting, Finance, Business Administration, or Economics.
• 2–5 years of professional work experience; preferably in an administrative support role.
• 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.

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
• Career Level: Entry Level
• Education Level: Associate degree