Compliance Auditor, Property Tax

DuCharme McMillen and Associates, Inc.; Indianapolis (IN); Vor Ort; USD 52.000 - 78.000; Vollzeit

Zusammenfassung

DuCharme McMillen and Associates, Inc. seeks a Quality Assurance Auditor to support leadership in personal property compliance processes and to ensure filings and procedures are accurate and timely. The role emphasizes attention to deadlines, system updates, and collaboration with analysts.

The position requires a Bachelor’s degree and strong Excel/Word skills, with preference for PTMS and tax background. Regular 40-hour weeks apply in a professional, employee-owned environment that values

Qualifikationen

• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related field.
• Excellent verbal and written communication skills.
• Great organizational skills and ability to excel in a fast-paced environment.
• Moderate proficiency in Microsoft Excel and Word.
• PTMS experience preferred but not necessary.
• Technical tax background preferred.

Aufgaben

• Prepare and review deadline update reports.
• Assist with annual system update of deadlines, calculation tables, and reference guides.
• Monthly review of bank reconciliations.
• Review/approve e-file confirmations and high-value account items.
• Document filing/reporting errors and communicate inconsistencies with analyst and management.
• Assist in performing internal quality assurance audits sporadically on clients to ensure filings and procedures are accurately and timely prepared and met.
• Review/approve funding requests prepared by analysts prior to submitting to a client.
• Review/approve tax bills/check requests in PTMS, OneSource.
• Create AP exports out of PTMS, OneSource for PTCA.
• Review/Approve return mailer packets.
• Monitor PTCA database for both internal and jurisdictional deadlines ensuring department is meeting tasks timely.
• Perform other duties as assigned

Kenntnisse

Verbal communication

Written communication

Organizational skills

Excel

Word

PTMS experience

Ausbildung

Bachelor's degree in Accounting, Finance, Economics, Mathematics

Tools

PTMS

OneSource

Jobbeschreibung

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:

• 2026 Great Places to Work Certified
• Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
• Company paid parental leave
• Generous time off package
• Multiple benefit plans, eligibility begins on day one of employment
• Culturally focused on work/life balance, and the overall wellness of our employees

Position Summary

The Quality Assurance Auditor will support leadership in the personal property compliance processes.

Essential Duties and Responsibilities

• Prepare and review deadline update reports
• Assist with annual system update of deadlines, calculation tables, and reference guides
• Monthly review of bank reconciliations
• Review/approve e-file confirmations and high-value account items
• Document filing/reporting errors and communicate inconsistencies with analyst and management
• Assist in performing internal quality assurance audits sporadically on clients to ensure filings and procedures are accurately and timely prepared and met
• Review/approve funding requests prepared by analysts prior to submitting to a client
• Review/approve tax bills/check requests in PTMS, OneSource
• Create AP exports out of PTMS, OneSource for PTCA
• Review/Approve return mailer packets
• Monitor PTCA database for both internal and jurisdictional deadlines ensuring department is meeting tasks timely
• Perform other duties as assigned

Education and Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Mathematics, or related field
• Excellent verbal and written communication skills
• Great organizational skills and ability to excel in a fast-paced environment
• Moderate proficiency in Microsoft Excel and Word
• PTMS (Property Tax Management System) experience is preferred but not necessary
• Technical tax background preferred

Work Environment & Physical Requirements

• Work Schedule: Regular, 40 hours/week
• Physical Activity:
  • Prolonged periods of sitting and computer use
  • Ability to hear, understand, and distinguish speech and sounds

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.