Complex Compliance Senior Analyst, Property Tax

Accountabilities:

• • Manage the property tax compliance cycle for complex personal property and centrally assessed accounts, with responsibility for return preparation, tax bill processing, and payments.
  • Prepare complex state and local property tax returns and supporting workpapers using Microsoft Excel, PowerPlan, PTMS, OneSource, or comparable systems.
  • Prepare and support utility, power generation, unitary, and multi-state property tax filings, including portfolios involving electric and gas utilities, pipelines, and renewable and conventional power assets.
  • Reconcile property tax returns with fixed asset systems and, where applicable, regulatory filings such as FERC or state commission reports.
  • Research and interpret state and local property tax laws, regulations, rules, and utility-specific guidance to support accurate compliance.
  • Monitor assessment notices, tax bills, filing requirements, and jurisdictional deadlines to ensure timely and accurate compliance.
  • Process tax bills and prepare funding requests for property tax payments while maintaining accurate documentation and records.
  • Maintain property tax calendars and update internal compliance systems throughout reporting, assessment, and payment cycles.
  • Assist with property tax appeals, amended returns, refund requests, and other specialized compliance matters, including utility-related issues.
  • Support new client implementations by establishing compliance processes and systems for utility and energy portfolios.
  • Act as a technical resource for colleagues by helping resolve client-specific and complex property tax issues.
  • Assist with training and mentoring junior team members, return reviews, special projects, client onboarding, and selected business development activities.

  Requirements:

  • Bachelor’s degree in Accounting, Finance, Economics, Mathematics, Engineering, or a related field.
  • 3–5 years of professional property tax experience, preferably involving complex or centrally assessed property.
  • Experience supporting utility, power generation, energy, or other centrally assessed property portfolios is strongly preferred.
  • Demonstrated experience with multi-state property tax filings and complex apportionment methodologies.
  • Proficiency with property tax software such as PTMS, OneSource, PowerPlan, or similar platforms.
  • Advanced Microsoft Excel skills and the ability to work confidently with detailed financial, asset, and tax data.
  • Strong analytical skills with the ability to reconcile information across multiple systems and identify discrepancies.
  • Strong knowledge of property tax compliance processes, filing requirements, assessments, and payment cycles.
  • Excellent organization and attention to detail, with the ability to manage multiple deadlines and complex client portfolios.
  • Clear written and verbal communication skills and the ability to collaborate effectively with colleagues and clients.
  • Ability to research and interpret tax laws, regulations, and jurisdiction-specific requirements.
  • A valid driver’s license is required.
  • A proactive, dependable approach with the ability to work independently while contributing effectively to a team.

  Benefits:

  • Competitive compensation based on qualifications and experience.
  • Employee Stock Ownership Program (ESOP) eligibility beginning on day one, with a targeted contribution of approximately 6% of annual compensation.
  • Company-paid parental leave.
  • Generous paid time off package.
  • Multiple employee benefit plans with eligibility beginning on the first day of employment.
  • Benefits designed to support employee wellness and work/life balance.
  • Employee-focused culture with an emphasis on collaboration, professional development, and long-term career growth.
  • Remote work opportunity within the United States.