Tax Senior Associate- Real Estate Property Tax

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.

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• 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 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

Requirements

• Highly detail oriented

• Strong analytical and technical skills

• Ability to work independently with minimum supervision

• Excellent Communication Skills

Education and Qualifications

• 4-year degree, License eligible required

• Desire to pursue CMI.

• 3 years of experience with State and Local tax required

• 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

The pay rate ranges for this position are listed below. Actual compensation is

influenced by a variety of relevant factors including but not limited to

applicant’s skills, prior experience, qualifications, degrees, professional

certifications, work arrangements and geographic location. Baker Tilly offers a

comprehensive compensation and benefits package to eligible employees.

In Dallas, Houston & Frisco, TX: pay rate range is $87,110 to $114,350