Tax Senior, State and Local Tax - Property Tax

Job Summary:

The STS Tax Senior, State and Local Tax - Property Tax applies industry knowledge and experience to clients by assisting in providing advice related to property tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax issues, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, recognizing and communicating potential risks, identifying potential changes in the tax policy and applying new policies to tax compliance and assisting in handling routine questions from local or state agencies.

This role also serves as the primary contact for clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients.  This position requires involvement in the compliance processes throughout the annual property tax cycle for multiple client assignments.  Personal property duties include data review, return preparation, assessment notice gathering, value review/appeal, informal settlement negotiations and tax bill processing.  

Real property duties include value review, informal settlement negotiations and formal value hearings.

Job Duties:

Research Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities and reports the analysis

Demonstrates an in-depth level of understanding of various tax authorities

Applies firm and professional standards for preparation of property tax returns

Develops and maintains relationships with  state and local assessment personnel

Tax Compliance Provide exceptional client service to multi-state companies by working with a team to identify tax savings opportunities.

Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests

Responds to client inquiries and request from tax authorities

Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens

Tracks availability and filing requirements regarding client-related information

Applies tax compliance knowledge with a high degree of accuracy and efficiency

Utilizes knowledge of preparation and issues to price services and sell related services

Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements

Conducts detailed reviews of tax returns, and identifies basic, complex and advanced issues throughout the engagement

Communicates with clients to gather information, when applicable

Performs other duties as assigned

Works with raw data to complete calculations

Tax Consulting Develops, recommends and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes

Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate

Interprets existing and new law and client facts to maximize benefits

Involves other state tax sub-specialty subject matter experts, when appropriate

Applies workplans for tax consulting projects performed for clients

Develops consultative selling skills

Assists in managing client expectations

Informs Core Tax Services leadership of state tax opportunities for clients

Tax Controversy Reviews assessment notices

Monitors client expectations regarding issues of controversy

Prepares valuation analysis for…