Tax Senior Associate, Real Estate Property Tax- SALT

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.

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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