Associate Consultant, Single Family Residential Property Tax
Core
Provides administrative and operational support to tax consultants, managing client communications, data organization, and engagement logistics for single-family residential property tax engagements.
Role type
Associate Consultant (Administrative Support)
Builds
Client engagement support and coordination for tax advisory services
Domain
Professional Services / Tax Advisory
Deliverable
client delivery
Required skills
Data entry and organization, document management, client communication, calendar management, travel coordination, Microsoft Office proficiency (Excel, Access, Word), research skills, time tracking
Preferred skills
Analytical thinking, problem-solving, ability to work in deadline-driven environments, proficiency in Microsoft Access and Excel
Technologies
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, Internet research tools
Responsibilities
Respond to client inquiries and requests from tax authorities; copy, 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 clients and industry; assist in preparing and distributing client deliverables; prepare emails, memos, letters, and confirmation requests; gather required signatures on forms and letters; create client and project files; answer telephone calls and take messages; maintain calendar appointments and deadlines; make travel arrangements; track and report time and expenses; research and manipulate data.
Seniority
Entry-level to Junior, individual contributor
