Tax Analyst - ESOP Eligible, Great Benefits & Balance

DMA - DuCharme, McMillen & Associates, Inc.; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

ESOP eligibility

Parental leave

Generous PTO

Benefits plans

Work-life balance

Job summary

DMA - DuCharme, McMillen & Associates, Inc. in Indianapolis, IN is seeking a Tax Analyst to support assessment reviews and help maximize tax savings for clients.

Responsibilities include collecting data, entering it into the Property Tax database and Excel, communicating with assessors, preparing client reports, and maintaining organized files. Requirements: 2–5 years’ experience, an Associate’s degree (Bachelor’s preferred) in accounting/finance/business/economics, and strong Word/Excel skills.

Qualifications

• Associate’s degree in Accounting, Finance, Business Administration, or Economics required; Bachelor's degree preferred.
• 2-5 years’ professional work experience; preferably in an administrative support role.
• Intermediate skills in Microsoft Word and Excel.
• Excellent verbal and written communication skills.
• Ability to multi-task and prioritize.

Responsibilities

• Collects client data and organizes it for assessment reviews.
• Research and enter data into Property Tax database and Excel spreadsheets.
• Communicate with assessors and tax collectors regarding assessment notices, valuations, tax bills, refunds, and appeal deadlines.
• Calculate and process reductions obtained and perform follow-up billing.
• Track down refunds and/or tax bills for billing support.
• Prepares and revises spreadsheets for clients and/or team members utilizing Excel.
• Assists in generating client reports.
• Prepare general correspondence to clients as well as interoffice communications.
• Updates and maintains organized client files.
• Conducts basic tax research under supervision.
• Prepare expense reports and coordinate travel arrangements.
• Performs other administrative duties including, but not limited to ordering supplies, researching vendors, answering incoming calls, greeting visitors, scheduling meetings, and preparing documents.
• Perform other duties as assigned

Skills

Microsoft Word

Microsoft Excel

Verbal communication

Written communication

Multitasking

Education

Associate’s degree in Accounting/Finance/Business Administration/Economics

Bachelor's degree preferred

Job description

DMA - DuCharme, McMillen & Associates, Inc. in Indianapolis, IN is seeking a Tax Analyst to support assessment reviews and help maximize tax savings for clients.

Responsibilities include collecting data, entering it into the Property Tax database and Excel, communicating with assessors, preparing client reports, and maintaining organized files. Requirements: 2–5 years’ experience, an Associate’s degree (Bachelor’s preferred) in accounting/finance/business/economics, and strong Word/Excel skills.