Sr. Analyst - Business Personal Property

Sr. Analyst - Business Personal Property JM Tax Advocates

LLC - 2.0

Fishers, IN Job Details Full-time 20 hours ago Benefits Health savings account Paid holidays Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Professional development assistance Life insurance Referral program Qualifications VLOOKUP function Customer communication Teamwork Microsoft Outlook Employee relationship building Research Databases Schedule management Bachelor's degree Organizational skills Managing projects Pivot tables Planning (project management phases) Accounting Fixed asset management Excel data analysis Full Job Description Senior Staff Analyst -Personal Property Tax This position is located in the Fishers, IN area (northern Indianapolis suburb) - onsite position, no remote capability. Do you want to continue to grow and enhance your career? Do you enjoy research and analysis of data and self -directed projects? Do you thrive in a small group environment where everyone works together to get the job done? Then we have the place for you!

What We Offer:

Exciting, innovative, collaborative, office work environment Challenging and progressive career development Competitive salaries and bonus program! Comprehensive Health & Wellness programs Retirement Program with Employer Match Best practice Paid Time Off policies and paid holidays Open communication, recognition programs, and team-building events And much more to motivated, results-oriented individuals who want to make a real difference in their community and role with JM Tax Advocates, LLC.

What You'll Do:

As a Senior Personal Property Tax Analyst, you will maintain existing client relationships and focus on business personal property tax and incentive planning opportunities. This includes enforcing policies, standards and guidelines, researching issues, reviewing business personal and assessable property taxes and filings, maintaining company workpaper databases, segregating and auditing fixed assets, and the preparation of renditions and complex returns. Preparing for appeals and supporting documentation as necessary. You will also research available incentives, present and negotiate incentive requests, and document secured benefits and findings to help our clients receive and save money. Your Accountabilities in the

Role:

Compliance with Firm policies and practice guidelines to ensure they are meeting set company standards. Manage and monitor all aspects of the annual business personal property tax cycle for assigned personal property portfolios ensuring they are accurate and meeting deadlines. Develop client workplans and schedules for associated project deliverables to ensure work is completed prior to deadlines. May inspect properties, where required, to gather additional information and ensure we are getting accurate asset valuations. Assist with managing client communication, prepares and assist with conducting client presentations, and respond in a timely manner to ensure we are exceeding the clients' expectations. Review and reconcile client data and identify tax issues to research in an effort to save money for clients. Manage own assignments, while fostering a team environment that demonstrates support of firm management and decisions while building a positive culture of collaboration. Ability to review the work of peers and offer constructive feedback. Manage all aspects of the appeal process (informal, formal, and litigation) and report status and results to firm management. May participate in business development and recruiting activities.

Position Requirements:

Education:

A bachelor's degree in accounting or finance.

Will consider degrees in Business Administration or Mathematics with related business personal property tax experience and experience in fixed asset audit and consulting or experience in SALT with extensive experience reviewing fixed asset listings.

Experience:

a minimum of 5 years in business personal property tax or SALT with at least 2 years at the Senior Analyst level.

Functional Skills:

Excellent planning, organization, and executing skills; strong analytical, problem-solving, and multi-tasking; direct experience in moving from project to project, priority to priority on a daily basis; excellent thoroughness, attention to detail, with the ability to work well within tight due dates and meet deadlines.

Technology Aptitude/Skills:

Advanced MicroSoft Office Skillset in Excel (V-lookup and pivot tables) Word, Adobe, Outlook, Strong background with property tax systems preferred (i.e. Karbon, PTMS, Appeal Track, etc.)

Language Skills:

Excellent verbal and written communication skills; will interact with key customers, leaders, team members, and the community on a regular basis.

Leadership/Behaviors:

Must be forward-thinking, customer-focused, process/project driven. Requires strong relationship-building and collaboration, a team player and approachable. Also requires someone who is life-long learner, compliance-oriented and self-directed. Flexibility and adaptability are also important to meet the needs of the clients.

Culture Match Behaviors:

Professional in appearance, personable, works well in small groups, and has solid energy to meet the demands of the business.

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Tuition reimbursement Vision insurance

Education:

Bachelor's (Preferred)

Work Location:

In person