Senior Tax Consultant, Property Tax

DMA - DuCharme; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Tax Consultant to join their dynamic team. In this pivotal role, you will assist in performing Real Estate assessment reviews, providing crucial support to clients during appeals and hearings. Your expertise will be vital in preparing detailed reports and analyses, identifying potential tax savings opportunities, and collaborating with team members to deliver customized solutions. This position offers a unique opportunity to engage with various stakeholders and contribute to impactful projects, all while enhancing your professional skills in a supportive environment. If you are passionate about tax consulting and ready to make a difference, this role is for you.

Qualifications

• 3-5 years of experience in property tax, valuation, or accounting preferred.
• Ability to work independently and as part of a team.

Responsibilities

• Support assessment review process and represent clients during appeals.
• Prepare reports and analyses for local taxing authorities.

Skills

Verbal Communication

Written Communication

Problem-Solving

Organizational Skills

Research Skills

Interpersonal Skills

Multi-tasking

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Real Estate

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Tools

Microsoft Word

Microsoft Excel

Job description

Position Summary

The Senior Tax Consultant assists and supports team members in performing Real Estate assessment reviews for DMA clients, to achieve maximum.

Essential Duties and Responsibilities

1. Provide support for team members in the assessment review process, including representing clients during appeals and hearings with state and local taxing authorities.
2. Prepare reports and analyses supporting DMA’s position for local taxing authorities; review and submit periodic status reports to clients; prepare Reports of Findings and other general correspondence for clients.
3. Use 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.
4. Attend on-site inspection of client property (plants and operations).
5. Assist business development professionals in identifying, scoping, and developing customized solutions for new and prospective clients.
6. Research, collect and populate DMA’s review management system with new cases, client assessment details, property or fixed asset data and jurisdictional tax information.
7. Assist in production and invoicing process.
8. Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals.
9. Research and follow industry or market activity/trends in assigned geographic area.
10. Research and follow local tax issues, legislation, court cases, etc.
11. Perform much of the above in collaboration with or supervised by Consultants, Tax Managers and Directors; while also handling less material matters independently.

Non-Essential Duties and Responsibilities

1. Perform other duties as assigned.

Education and Qualifications

1. Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or related field.
2. 3-5 years professional experience; property tax, valuation, or accounting preferred.
3. Intermediate knowledge of Microsoft Word and Excel.
4. Ability to work independently and as part of a team.
5. Excellent verbal and written communication skills, demonstrated problem-solving.
6. Organizational, research and interpersonal skills required.
7. Ability to multi-task and prioritize projects and deadlines.
8. Valid driver’s license.