Senior Tax Manager — ESOP‑Driven Growth & Client Leadership

DMA - DuCharme, McMillen & Associates, Inc.; California; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Great Places to Work Certified

ESOP eligibility from day one

Company paid parental leave

Generous time off package

Multiple benefit plans

Work/life balance emphasis

Job summary

DMA, an employee-owned firm, seeks a Senior Tax Manager to provide strategic leadership across a portfolio of clients, overseeing complex property tax assessments and appeals, ensuring deliverable quality and driving growth.

You will lead business development, guide talent development, and coach teams while maintaining deadlines, compliance, and strong client satisfaction. This role requires 7+ years of experience and advanced Excel skills.

Qualifications

• Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or related field.
• 7+ years of professional experience; property tax, valuation, or accounting preferred.
• Advanced proficiency with Microsoft Excel, Outlook, and Word.
• Excellent executive‑level communication; strong strategic and problem‑solving skills.
• Strong organizational, research, and interpersonal skills.
• Ability to manage multiple projects and deadlines.
• Valid driver’s license.

Responsibilities

• Lead strategy for major clients and complex engagements; represent clients before taxing authorities during appeals and hearings.
• Review and approve analyses and client deliverables; enforce quality-control standards and best practices.
• Drive business development: identify and scope opportunities, develop proposals, and communicate DMA’s full suite of services.
• Manage key client accounts: strengthen relationships, expand services, and ensure a high level of client satisfaction.
• Provide leadership, direction, and coaching to motivate team members; support performance management and career development.
• Participate in talent acquisition and onboarding to build a high-performing team.
• Oversee accurate, timely maintenance of cases, assessments, and jurisdictional information in DMA’s review management system.
• Supervise production, billing, invoicing, and engagement profitability.
• Track and ensure compliance with all jurisdictional deadlines for filings, audits, appeals, protests, and tax‑payment schedules.
• Monitor industry activity, legislation, and court decisions; brief clients and internal leadership on relevant developments.
• Operate independently with minimal supervision while fostering strong team collaboration.
• Perform other duties as assigned.

Skills

Executive communication

Strategic thinking

Project management

Interpersonal skills

Time management

Education

Bachelor's degree in Accounting, Real Estate, Finance, Economics, or related field

Tools

Excel

Outlook

Word

Job description

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

• 2025 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 Senior Tax Manager provides strategic leadership across a portfolio of clients and team members. This role oversees complex Business Personal Property assessment reviews and appeals, ensures deliverable quality, advances business development, and leads talent development to achieve superior client outcomes and sustained growth.

Essential Duties And Responsibilities

• Lead strategy for major clients and complex engagements; represent clients before taxing authorities during appeals and hearings.
• Review and approve analyses and client deliverables; enforce quality‑control standards and best practices.
• Drive business development: identify and scope opportunities, develop proposals, and communicate DMA’s full suite of services.
• Manage key client accounts: strengthen relationships, expand services, and ensure a high level of client satisfaction.
• Provide leadership, direction, and coaching to motivate team members; support performance management and career development.
• Participate in talent acquisition and onboarding to build a high‑performing team.
• Oversee accurate, timely maintenance of cases, assessments, and jurisdictional information in DMA’s review management system.
• Supervise production, billing, invoicing, and engagement profitability.
• Track and ensure compliance with all jurisdictional deadlines for filings, audits, appeals, protests, and tax‑payment schedules.
• Monitor industry activity, legislation, and court decisions; brief clients and internal leadership on relevant developments.
• Operate independently with minimal supervision while fostering strong team collaboration.
• Perform other duties as assigned.
  
  

Education And Qualifications

• Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or a related field.
• 7+ years of professional experience; property tax, valuation, or accounting preferred.
• Advanced proficiency with Microsoft Excel, Outlook, and Word.
• Excellent executive‑level communication; strong strategic and problem‑solving skills.
• Strong organizational, research, and interpersonal skills.
• Ability to manage multiple projects and deadlines.
• Valid driver’s license.
  
  

Work Environment & Physical Requirements

• Work Schedule: Regular, 40 hours/week
• Travel: 15-25%
• Physical Activity:
• Prolonged periods of sitting and computer use
• Ability to hear, understand, and distinguish speech and sounds
• Frequent repetitive motions with hands
  

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 and choosing selection 6.