Tax Senior Associate, Property Tax- SALT

Baker Tilly Advisory Group, LP; Dallas (TX); Presencial; USD 86 000 - 116 000; Tempo integral

Resumo da oferta

Baker Tilly Advisory Group, LP in Dallas, TX seeks a Tax Senior Associate to join our Personal Property Tax SALT practice. You will manage state property tax filings, appeals, and hearings, while negotiating with assessors and maintaining client relationships.

CPA eligibility or JD/CMI preferred; 4-year degree required and 3 years of SALT experience desirable. This role requires strong analytical skills, attention to detail, and the ability to work independently in a deadline-driven environment.

Qualificações

• 4 year degree required.
• CPA, Law License/JD or CMI eligibility preferred.
• 3 years of State & Local tax experience preferred.
• Experience with OneSource/PTMS software required.

Responsabilidades

• Manage property tax filings across multiple states.
• File appeals, maintain appeal calendar, and attend hearings.
• Negotiate with assessors on multi-state portfolios.
• Ensure timely processing of tax bills and deadlines.
• Develop and preserve positive relationships with clients and assessors.

Conhecimentos

Verbal & written communication

Detail oriented

Analytical skills

Independent work

Formação académica

Bachelor's degree

CPA/JD/CMI eligibility

Ferramentas

Microsoft Word

Excel

OneSource/PTMS

Descrição da oferta de emprego

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.

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.

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.

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

Baker Tilly offers a compensation and benefits package to eligible employees.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the "Contact Us" feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.