Tax Experienced Associate- Real Estate Property Tax
Baker Tilly US, Dallas, TX, United States
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 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.
Job Description Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Experienced Associate- Real Estate 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.
Responsibilities
Manage property tax filings in multiple states
File appeals, maintain appeal calendar, and attend hearings
Successfully navigate Freeport Exemption filings where applicable
Negotiate 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 & Qualifications
Bachelor’s degree in Accounting, Business Administration, Finance, or related field preferred
Desire to pursue CMI
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
Salary & Compensation In Dallas & Frisco, TX: $73,730 to $96,780
In Houston, TX: $77,240 to $101,390
EEO Statement 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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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.
Job Description Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Experienced Associate- Real Estate 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.
Responsibilities
Manage property tax filings in multiple states
File appeals, maintain appeal calendar, and attend hearings
Successfully navigate Freeport Exemption filings where applicable
Negotiate 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 & Qualifications
Bachelor’s degree in Accounting, Business Administration, Finance, or related field preferred
Desire to pursue CMI
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
Salary & Compensation In Dallas & Frisco, TX: $73,730 to $96,780
In Houston, TX: $77,240 to $101,390
EEO Statement 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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