Associate Consultant, Single Family Residential Property Tax
Core
Administrative support and coordination for single-family residential property tax engagements, assisting team members with client engagement support, data management, and document preparation.
Role type
Associate Consultant (Administrative Support)
Builds
Client deliverables, work papers, and data databases for property tax engagements
Domain
Professional Services / Tax / Real Estate
Required skills
Data entry and manipulation, document scanning and formatting, database management, research, time tracking, travel arrangements, calendar management, Microsoft Office proficiency (Word, Excel, Access, PowerPoint, Outlook), proofreading
Preferred skills
Accounting and financial knowledge, ability to work in a high-energy team environment, ability to prioritize tasks and manage ambiguity
Technologies
Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Internet research tools
Responsibilities
Respond to client inquiries and requests from tax authorities, copy or scan and upload work papers, download, print, and organize work papers for review, scan, format, code, and map client data into databases, perform research on client and industry, assist engagement team in preparing and distributing client deliverables, prepare e-mails, memos, letters, and confirmation requests, gather required signatures on forms and letters, create files for clients and projects, answer telephone calls and take messages, maintain calendar appointments and deadlines, make travel arrangements, track and report time and expenses, handle tasks in a timely manner with a high degree of accuracy, handle and safeguard confidential information
Seniority
Entry-level to Junior, individual contributor