Tax Senior Associate, Property Tax- SALT

Baker Tilly Canada; Dallas (TX); On-site; USD 86,000 - 116,000; Full time

Job summary

Baker Tilly is seeking a Tax Senior Associate specializing in Personal Property Tax to join the Dallas SALT practice. You will manage multi-state property tax filings, appeals, and hearings while helping clients minimize tax liabilities and improve cash flow.

Ideal candidates have a proven SALT background, CPA/JD/CMI preferred, and strong analytical and communication skills to work in a deadline-driven environment with minimal supervision.

Qualifications

• Bachelor's degree in a related field or equivalent experience in property tax/ SALT.
• CPA/ JD or CMI certification preferred.
• Strong Excel and data analysis skills with attention to detail.

Responsibilities

• Manage property tax filings across multiple states.
• File appeals and maintain appeal calendar, attend hearings.
• Negotiate with assessors on multi-state portfolios.
• Ensure timely processing of tax bills and compliance deadlines.
• Develop and maintain relationships with assessors and clients.
• Support staff and mentor junior team members.

Skills

Property Tax

State & Local Tax

CPA/CA prep or JD/CMI

Excel

Analytical thinking

Communication

Education

4-year degree

Tools

OneSource/PTMS

Job description

OverviewBaker 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.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 ResponsibilitiesManage property tax filings in multiple statesFile appeals, maintain appeal calendar, and attend hearingsSuccessfully navigate Freeport Exemption filings where applicableNegotiating with assessors on multi-state portfoliosConsistently exceed client service expectationsManage and motivate staff to achieve desired resultsAttain mastery of software updates and changes, specifically OneSource/PTMSDevelop and preserve positive relationships with assessors and clientsCreate and update files and records, while tracking tax appeal deadlinesVerify that values fall within established guidelinesMaintain hearing schedules as requiredManage the processing of tax bills timely and accuratelyParticipate in team projects by taking ownership of assignmentsEnsure all team matters are completed in a timely mannerCommitment to working in a dynamic, deadline driven environmentMinimum Qualifications:4 year degreeEligible to obtain CPA, Law License/JD or CMI.Preferred Qualifications:3 years of experience with State and Local taxAdvanced skills in Microsoft Word and ExcelExcellent verbal and written communication skillsAbility to meet travel requirements of the jobPrevious OneSource/PTMS software experience is requiredHighly detail orientedStrong analytical and technical skillsAbility to work independently with minimum supervisionExcellent Communication SkillsThe 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