Analyst, Property Personal Tax

About the Role

The Analyst supports general functions of the practice such as property tax assessment notice and tax bill processing, mail handling, and scanning. The Analyst performs independent research and analytical reviews in support of the Property Tax practice and maintains software databases to ensure database and report integrity. The Analyst is responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm.

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 all incoming mail on a daily basis.
• Batch tax documents for scanning into scan manager for transmitting information to India resources for processing, where applicable.
• Process tax bills and assessments timely, including allowing enough time for processing by client.
• Coordinate outgoing mail processes, including preparation of certified and return receipts, and proper postage metering; log proof of mailers; and deliver mail to post office or courier service.
• Scan and archive proof of mailers in Property Tax system of record. Assemble tax return packages if necessary.
• Assist in preparation for board hearings by copying, collating, and binding documentation for presentations to the review board.
• Assist with researching 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 throughout the country, including tax bill deadlines, appeal deadlines, and tracking statutory deadlines.
• Coordinate processes with jurisdictional data requests to meet statutory deadline requirements for assessment notices, compliance returns, tax bills, and agency authorizations.
• Perform other duties as assigned.

Qualifications

• High-school or General Educational Development (GED) diploma required.
• General knowledge and ability to understand a tax calendar desired.
• Desire to perform in a high-energy team environment.
• Demonstrated leadership, problem solving, and strong verbal and written communication skills.
• Ability to prioritize tasks, work on multiple assignments, and manage ambiguity.
• Ability to work both 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.
• Valid driver's license required.

Work Environment

• Standard indoor working environment.
• Occasional long periods of sitting or standing while working.
• Occasional long periods of standing while copying.
• Position requires regular interaction with employees and clients both in person, via e-mail and telephone.
• Independent travel requirement: none.