About This Role
This role supports team members in performing assessment reviews for clients, aiming to achieve maximum tax savings and provide state and local tax consulting services. It suits an individual who can assist with data collection, research, and communication with tax authorities.
Responsibilities
- Collect and organize client data
- Research and enter data into the Property Tax database and Excel spreadsheets
- Communicate with assessors and tax collectors regarding assessment notices, valuations, tax bills, refunds, and appeal deadlines
- Calculate and process reductions obtained and perform follow-up billing
- Track down refunds and/or tax bills for billing support
- Prepare and revise spreadsheets for clients and/or team members utilizing Excel
- Assist in generating client reports
- Prepare general correspondence to clients as well as interoffice communications
- Update and maintain organized client files
- Conduct basic tax research under supervision
- Prepare expense reports and coordinate travel arrangements
- Perform other administrative duties including, but not limited to ordering supplies, researching vendors, answering incoming calls, greeting visitors, scheduling meetings, and preparing documents
- Perform other duties as assigned
Requirements
- Associate
’s degree in Accounting, Finance, Business Administration, or Economics required
- Bachelor's degree preferred
- 2-5 years’ professional work experience; preferably in an administrative support role
- Intermediate skills in Microsoft Word and Excel
- Excellent verbal and written communication skills
- Ability to multi-task and prioritize
Benefits
- 2026 Great Places to Work Certified
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
- Company paid parental leave
- Generous time off package
- Multiple benefit plans, eligibility begins on day one of employment
- Culturally focused on work/life balance, and the overall wellness of our employees
Important Details
- Work Schedule: Regular, 40 hours/week
- Travel: Less than 10%
- Physical Activity: Ability to hear, understand, and distinguish speech and/or other sounds
- Prolonged periods of sitting at a desk and working on a computer
About the Company
DMA is an employee-owned company that prioritizes its employees, as evidenced by low turnover rates and tenured teams.
