Senior Tax Consultant, Property Tax

DuCharme, McMillen & Associates; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in Calgary is seeking a Senior Tax Consultant to support team members in Real Estate assessment reviews. The role involves preparing reports, representing clients during appeals, and collaborating with business development professionals. Ideal candidates will have a Bachelor's degree in a related field and 3-5 years of relevant experience. Strong communication, organizational, and research skills are essential for success in this position.

Qualifications

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

Responsibilities

• Assist in assessment review process and represent clients during appeals.
• Prepare reports and analyses for local taxing authorities.
• Research and follow local tax issues and legislation.

Skills

Communication

Problem Solving

Organizational Skills

Research

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

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

• Provide support for team members 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 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)
• Assists business development professionals in identifying, scoping, and developing customized solutions for new and prospective clients
• Research, collect and populate DMA's review management system with new cases, client assessment details, property or fixed asset data and jurisdictional tax information
• Assist in production and invoicing process
• Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals
• Research and follow industry or market activity / trends in assigned geographic area
• Research and follow local tax issues, legislation, court cases, etc.
• 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

• Perform other duties as assigned

Education and Qualifications

• Bachelor's degree in Accounting, Real Estate, Finance, Economics, or related field
• 3-5 years professional experience; property tax, valuation, or accounting preferred
• Intermediate knowledge of Microsoft Word and Excel
• 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
• Ability to multi-task and prioritize projects and deadlines
• Valid driver's license

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