Senior Compliance Analyst, Property Tax

DuCharme, McMillen & Associates, Inc.; Indiana (PA); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Employee stock ownership program (ESOP)

Company-paid parental leave

Generous time off package

Multiple benefit plans

Job summary

DuCharme, McMillen & Associates, Inc. is looking for a Senior Compliance Analyst to support team members in compliance and property tax review processes. The role includes preparing tax returns and managing complex client relationships.

This position requires a Bachelor's degree in Accounting, Finance, or related fields along with 4-6 years of property tax compliance experience.

Benefits include employee stock ownership, company-paid parental leave, and a generous time-off package.

Qualifications

• 4-6 years of experience in property tax compliance.
• Ability to excel in a fast-paced environment.
• Technical tax background preferred.

Responsibilities

• Prepare all tax returns/renditions and filings for assigned clients.
• Manage large, complex client renditions/returns and reporting requirements.
• Update internal compliance software with appropriate tax-related information.

Skills

Excellent verbal and written communication skills

Organization

Advanced proficiency in Microsoft Excel

Ability to work overtime

Education

Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field

Tools

PTMS (Property Tax Management System)

Microsoft Word

Job description

Position Summary

The Senior Compliance Analyst provides general support to team members in the compliance and property tax review process by preparing all tax returns, renditions, and filings for assigned clients. Responsibilities include managing larger, more complex clients.

Benefits

• Employee stock ownership program (ESOP) eligible from day one (targeted at 6% of annual compensation)
• Company-paid parental leave
• Generous time off package
• Multiple benefit plans, eligibility begins on day one
• Culture focused on work/life balance and overall wellness of employees

Essential Duties and Responsibilities

• Prepare all tax returns/renditions and filings for assigned clients working in PTMS, OneSource, or PowerPlan
• Manage large, more complex client renditions/returns and reporting requirements
• Present completed returns to management for review
• Prepare check requests once jurisdictional tax liabilities have been approved by management
• Serve as a resource for junior team members regarding client-specific processing issues
• Ensure all applicable returns/renditions/tax bills and remittances are copied and mailed in a timely manner
• Monitor and review all jurisdictional tax notices for assigned clients
• Update internal compliance software with appropriate tax-related information for each assigned client
• Manage or assist with new client implementations

Non-Essential Duties and Responsibilities

• Assist with training of other department members
• Assist management with reviewing non-complex returns, funding requests, etc.
• Perform other duties as assigned

Education and Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field
• 4-6 years of experience in property tax compliance
• Excellent verbal and written communication skills
• Organization and the ability to excel in a fast-paced environment
• Advanced proficiency in Microsoft Excel and Word
• PTMS (Property Tax Management System) experience preferred but not required
• Technical tax background preferred
• Ability to work overtime as required

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.