The work you’ll do
Focus on overall business personal property consulting services including assistance with renditions, value notices, hearing preparation, tax bill processing, and other special projects while maintaining data integrity in our proprietary applications and communicating with assessing and taxing authorities.
The team
Tax Advisors Group (TAG) provides personalized business personal property and real estate tax consultancy services to corporations nationwide, driving industry-leading results with the highest standard of client service. Serving 700+ companies with a 97%+ client retention rate, we’re proud to have been named one of America’s Best Tax Firms by Forbes for 2022 and 2023 and a most recommended tax firm for 2024 by USA Today. Originally focused on providing property tax solutions for Texas corporations, TAG has in recent years begun expanding offerings to include nationwide compliance and real estate services, leading to an overall period of growth and transformation for the company.
Now is an exciting time to join the #TAGteam as the company continues to expand and evolve! Here at TAG, we recognize our people are our most valuable asset, and that’s reflected in our approach to driving a fantastic work culture. We’re focused on growing the business and leveraging that growth to carve out unique development opportunities for every person on the TAG team. With weekly catered lunches, regular social events in and outside the office, and an extended holiday break each December to disconnect and recharge, we really care about having fun while we work! To put it plainly – our goal is to be the #1 preferred employer in the property tax space.
Role Description
The Consulting Analyst will provide support including but not limited to the duties listed below.
Responsibilities Include
- Assist with data entry and document processing
- Reviews client data files, and sends internal requests to retrieve missing data for return preparation, following up as needed
- Prepares initial asset scrub and creates asset import for Sr. Consulting review
- Communicates with assessing/taxing authorities, conducts online research, and verifies tax rates
- Responds to internal and external queries timely
- Tracks internal deadlines, generates reports, and procures missing assessments and tax bills as needed
- Compares client location listing and system location listing for accuracy, notifying appropriate department or personnel of needed changes
- Gathers and requests supporting documents for ARB packages
- Shadows consulting staff in informal and formal discussions with assessing authorities as appropriate
- Assist with rendition printing, ARB packages and other deliverables as needed
- Reviews in-bound mail for critical deadlines, notifying consultants and management as appropriate, and handling any associated tasks in a timely manner
Qualifications
- Bachelor's degree (Finance, Accounting, Economics, Business Administration, or General Business from an accredited university or college) or 1-3 years of relevant property tax experience
- Strong diligence, critical thinking, well organized, thorough, and accurate
- Strong verbal and written communication skills, as well as, analytical, comprehension, and problem-solving skills
- Ability to multi-task and prioritize workload according to department or management needs and manage rapidly changing tasks
- Computer proficiency and ability to maximize applications such as Microsoft Office
- Must be able to work well within a team environment including volunteering to help others to accomplish individual and team goals
- Support and take direction from multiple individuals and possess the ability to clarify the assignment, communicate any issues that conflict with the assignment or its deadline, and prioritize accordingly
- Demonstrates dependability, integrity, and purposeful action in all aspects of the job
Benefits
Competitive Salary
Discretionary performance bonuses
401(k) matching plan, Medical/Dental/Vision Plan
Paid time off, Winter Break Company Close, Social Events
Hybrid Work Schedule
It is TAG’s practice to provide and promote equal opportunity employment through hiring, promotion, and transfer practices, compensation practices, and development opportunities without discrimination based on race, color, national origin, citizenship, sex or gender, gender identity or expression, sexual orientation, marital status, religion, age, disability, service in the military, or any other characteristic protected by applicable federal, state, and local laws.