Tax Senior Associate, Property Tax- SALT

Baker Tilly US; Dallas (TX); Sur place; USD 86 000 - 116 000; Plein temps

Résumé du poste

Baker Tilly in Dallas, TX, seeks a Tax Senior Associate specializing in Personal Property Tax to join its growing State & Local Tax (SALT) practice.

The role focuses on property tax filings, appeals, and valuation methods to optimize client tax positions, with emphasis on accuracy and timely deadlines in a fast-paced environment.

Qualifications

• Bachelor’s degree required and CPA or JD/CMI eligibility preferred.
• 3 years of State & Local tax experience preferred.
• Proficiency with OneSource/PTMS software is required.
• Excellent verbal and written communication skills are essential.

Responsabilités

• Manage property tax filings across multiple states as part of the SALT team.
• File appeals, maintain calendars, and attend hearings.
• Negotiate with assessors on multi-state portfolios and ensure accurate tax filings.
• Develop and preserve relationships with assessors and clients.

Connaissances

Analytical skills

Attention to detail

Communication skills

Travel readiness

Independence

Formation

4 year degree

CPA/Law/CMI eligibility

Outils

OneSource/PTMS

Description du poste

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Job Description

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Senior Associate- Personal Property Tax to join our growing State & Local Tax (SALT) practice in Dallas, TX!

Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.

Candidates for the Associate position must possess a successful track‑record of experience in the real estate Property Tax market. Candidates must be able to work in a deadline driven, fast‑paced, and dynamic work environment. Responsibilities include but are not limited to appealing assessment notices, property valuation, and tax filings. The Associate is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.

Essential Duties And Responsibilities

• Manage property tax filings in multiple states
• File appeals, maintain appeal calendar, and attend hearings
• Successfully navigate Freeport Exemption filings where applicable
• Negotiating with assessors on multi‑state portfolios
• Consistently exceed client service expectations
• Manage and motivate staff to achieve desired results
• Attain mastery of software updates and changes, specifically OneSource/PTMS
• Develop and preserve positive relationships with assessors and clients
• Create and update files and records, while tracking tax appeal deadlines
• Verify that values fall within established guidelines
• Maintain hearing schedules as required
• Manage the processing of tax bills timely and accurately
• Participate in team projects by taking ownership of assignments
• Ensure all team matters are completed in a timely manner
• Commitment to working in a dynamic, deadline driven environment

Minimum Qualifications

• 4 year degree
• Eligible to obtain CPA, Law License/JD or CMI.

Preferred Qualifications

• 3 years of experience with State and Local tax
• Advanced skills in Microsoft Word and Excel
• Excellent verbal and written communication skills
• Ability to meet travel requirements of the job
• Previous OneSource/PTMS software experience is required
• Highly detail oriented
• Strong analytical and technical skills
• Ability to work independently with minimum supervision
• Excellent Communication Skills

The pay rate range for this position is listed below. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

In Dallas, TX: pay rate range is $86,000 to $115,500