Associate Analyst, Property Tax

DuCharme, McMillen & Associates, Inc.; Indianapolis (IN); On-site; USD 45,000 - 60,000; Full time

Job summary

DuCharme, McMillen & Associates, Inc. is seeking a dedicated individual to provide essential support in property tax compliance. The role involves tax data analysis, maintaining client information, and preparing returns in a timely manner.

The ideal candidate will possess an Associate degree in Accounting with 1-2 years of related experience, and demonstrate proficiency in Microsoft Excel and Word. Strong communication and organizational skills are vital for success in this role.

Qualifications

• 1-2 years in a corporate environment (tax, accounting, or finance preferred).
• Strong organizational skills and ability to complete high volume work in a timely manner.
• Proficient in Microsoft Excel and Word.

Responsibilities

• Perform property tax data analysis, reconciliation, and import into relevant software.
• Update and maintain client tax information and databases.
• Monitor and review all jurisdictional tax notices for assigned clients.

Skills

Tax data analysis

Organizational skills

Communication skills

Microsoft Excel

Microsoft Word

Education

Associate degree in Accounting or related field

Tools

PTMS

OneSource

PowerPlan

PTCA

Job description

Position Summary

Provide general support to the department by preparing returns for existing clients, communicating with taxing jurisdictions, preparing tax payments, and other timely completion of all assigned work in the personal property compliance process.

Essential Duties and Responsibilities

• Perform property tax data analysis, reconciliation, and import into PTMS, OneSource, PowerPlan, and DMA’s internal software PTCA
• Update and maintain client tax information and database
• Submit completed returns to Supervisor/Manager for review by assigned due date
• Monitor and review all jurisdictional tax notices for assigned clients by assigned due date
• Prepare tax payments on behalf of clients for jurisdictional liabilities by assigned due date
• Review the missing bills and notices reports and research items not received
• Prepare funding requests to send to the client to receive funds for timely payments
• Ensure all applicable returns/renditions/tax bills and remittances are processed and mailed in a timely manner
• Respond to client and jurisdictional inquiries

Non‑Essential Duties and Responsibilities

• Print and process client tax returns/renditions and remittance in preparation for filing
• Assist Analysts and Supervisors as needed
• Assist Property Tax Assistants during heavy filing and payment deadlines
• Perform other duties as assigned

Education and Qualifications

• Associate degree in Accounting, Finance, Economics, Mathematics, or related field; equivalent work experience may be substituted
• 1–2 years in a corporate environment (tax, accounting, or finance preferred)
• Strong organizational skills and ability to complete high volume work in a timely and highly accurate manner
• Proficient in Microsoft Excel and Word
• Ability to learn tax compliance software quickly
• Excellent verbal and written communication skills
• Ability to work overtime as required; overtime is expected to be an average of 10–20 hours per week during the months of January–May; overtime is never guaranteed and is based upon client workload

Equal Employment Opportunity

The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at [e-mail] or 800-309-2110.