Director, Property Tax
DMA - DuCharme, McMillen & Associates, Inc. · District of Columbia, United States · 2 wk ago
RemoteRemoteManagementFull-time
Position Summary
The Director is responsible for the provision of property tax services to DMA’s clients including managing processes and personnel in the operation’s performance of Real Estate and/or Business Personal Property assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services.
Essential Duties And Responsibilities
- Participate in the talent acquisition process for the team to add top talent
- Provide leadership, direction, and guidance to coach, motivate, and lead team members to their optimum performance levels and career development
- Ensures the operation’s adoption of, and adherence to, best practices and client service principles; for themselves and team members
- Focus team activities on prudent financial management with a goal of profit margin enhancement; meet set goals on production and revenue generation from assigned client accounts
- Participate in production/revenue forecasting, financial modeling, strategic planning and budgeting as requested
- Aid in growing office, region, and division from a market-share and financial perspective
- Provide service to clients in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities
- Prepares reports and analyses supporting DMA’s position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients
- Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client’s prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities
- Attend on-site inspection of client property (plants and operations)
- Active participation in business development activities - including identifying, scoping and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA’s other service lines to prospects
- Account management responsibilities for assigned clients – developing, sustaining and enhancing relationships with DMA clients and prospects
- Participation in DMA & Industry tax community events and other forums as a public speaker, panelist or other representative of the company to create marketplace awareness and facilitate educational opportunities to our clients and prospects
- Aid in production and invoicing process
- Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills
- Research and follow industry or market activity/trends in assigned geographic area
- Research and follow state and local tax issues, legislation, court cases, etc.
Education And Qualifications
- Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or a related field
- 10+ years professional experience; property tax, valuation, or accounting preferred
- Advanced knowledge of Microsoft Excel, Outlook, and Word
- Ability to work independently and as part of a team
- Excellent verbal and written communication skills, demonstrated problem-solving
- Organizational, research and interpersonal skills required
- Proven ability to direct and manage staff
- Ability to multi-task and prioritize projects and deadlines
- Valid driver’s license