DMA - DuCharme, McMillen & Associates, Inc.

• Lead strategy for major clients and complex engagements
• Represent clients before taxing authorities during appeals and hearings
• Review and approve analyses and client deliverables
• Enforce quality-control standards and best practices
• Drive business development by identifying and scoping opportunities, developing proposals, and communicating DMA’s full suite of services
• Manage key client accounts and expand services
• Provide leadership, direction, and coaching to team members
• Support performance management and career development
• Participate in talent acquisition and onboarding
• Oversee maintenance of cases, assessments, and jurisdictional information in DMA’s review management system
• Supervise production, billing, invoicing, and engagement profitability
• Ensure compliance with jurisdictional deadlines for filings, audits, appeals, protests, and tax-payment schedules
• Monitor industry activity, legislation, and court decisions
• Brief clients and internal leadership on relevant developments
• Operate independently while fostering team collaboration
• Perform other duties as assigned

Senior Tax Manager, Property Tax

• Conduct complex personal property compliance projects and assessment reviews of machinery and equipment for industrial manufacturing, mining, oil & gas, communication, and energy property
• Assist with implementation of tax savings recommendations and strategies
• Review annual personal property tax returns and reconciliations
• Review personal property fixed asset listings for misclassified assets
• Review state and local laws, rules, and regulations
• Conduct physical inspections of client facilities and meet with production managers
• Meet with client financial and accounting personnel to review policies and procedures
• Prepare analyses detailing property tax savings issues and opportunities
• Produce and edit findings reports with the tax manager
• Meet with clients to discuss implementation of findings and address liabilities
• Assist client tax departments with personal property filings and methodology changes
• Assist with appeals, amended annual returns, and refund requests
• Assist in negotiations for assessment reductions before assessing authorities
• Represent and manage clients during formal appeals
• Perform other duties as assigned

Senior Tax Consultant, Property Tax

• Conduct property tax reviews for DMA clients and manage assigned client accounts
• Analyze and consult on complex personal property compliance projects and assessment reviews of machinery and equipment
• Implement tax savings recommendations and strategies
• Lead business development activities
• Coordinate client management during and after the review process
• Develop and maintain long-term client relationships, including expanding services and cross-selling
• Identify and develop property tax opportunities with internal Business Development groups
• Conduct physical inspections of facilities and meet with on-site management
• Present findings and recommendations to clients
• Communicate with state and local taxing authorities through negotiations, appeals, and board hearings
• Research tax laws, regulations, court decisions, industries, economics, comparable companies, and financial statements
• Coordinate and review the activities of Analysts, Consultants, and/or Tax Managers
• Assist with National Accounts and business development professionals in developing customized solutions
• Participate as a speaker or panel member at tax community events and conferences

Senior Tax Manager, Property Tax – Strategic Valuation Services

• Conduct complex personal property compliance projects and assessment reviews of machinery and equipment for industrial manufacturing, mining, oil & gas, communication, and energy property
• Assist with implementation of tax savings recommendations and strategies
• Review annual personal property tax returns and reconciliations
• Review personal property fixed asset listings for misclassified assets
• Review state and local laws, rules, and regulations
• Conduct physical inspections of facilities and meet with production managers at client locations
• Meet with client financial and accounting personnel to review policies and procedures
• Prepare analysis detailing issues and opportunities for property tax savings
• Produce and edit reports of findings with the tax manager
• Meet with clients to discuss report implementation and address liabilities
• Assist client tax department personnel with personal property filings and changes in methodology
• Assist clients in filing appeals, amended annual returns, and refund requests
• Assist in negotiations for assessment reductions before assessing authorities
• Represent and manage clients during formal appeals
• Perform other duties as assigned

Senior Tax Consultant, Property Tax – Strategic Valuation Services

• Conduct detailed reviews of clients’ property tax data at the state and local level
• Provide consulting services to clients
• Manage and lead complex personal property compliance projects and assessment reviews of machinery and equipment
• Implement tax savings recommendations and strategies
• Participate in business development
• Prepare written reports supporting DMA’s position for taxing authorities
• Review and submit periodic status reports to clients
• Prepare Letters of Findings and tax summary data for clients
• Work with state and local tax officials to achieve optimal tax savings
• Manage assigned client accounts
• Stay abreast of state and local laws, court cases, statutes, and regulations
• Perform detailed industry and economic research to identify opportunities for clients
• Conduct physical inspections of facilities and meet with on-site management
• Assist with WIP reports and forecasting
• Represent clients during audits and hearings with taxing authorities
• Assist in scoping and developing customized solutions for new and prospective clients
• Manage, coordinate, and review activities of Tax Analysts and Senior Tax Consultants
• Research complex tax issues and opportunities for alternate reductions
• Identify additional tax savings avenues for clients
• Perform other duties as assigned

Tax Manager, Property Tax – Strategic Valuation Services

Consultant

• Participate in and support credits and incentives projects for DMA clients
• Conduct research and analysis of state, local, federal, and utility incentive programs
• Prepare documentation, applications, and supporting materials related to incentive opportunities
• Coordinate with internal teams and assist in interactions with clients and economic development officials
• Support project execution by managing assigned tasks, timelines, and deliverables
• Assist with preparation and maintenance of work-in-process (WIP) reports
• Support client meetings and presentations as needed
• Assist in evaluating incentive opportunities for existing and prospective clients
• Maintain working knowledge of credits and incentives programs, regulations, and trends
• Assist in researching and addressing technical or project-related issues
• Provide informal guidance and support to junior team members
• Perform other duties as assigned

Senior Tax Manager, Property Tax

Senior Tax Consultant, Property Tax

Senior Tax Manager, Property Tax – Strategic Valuation Services

Senior Tax Consultant, Property Tax – Strategic Valuation Services

Tax Manager, Property Tax – Strategic Valuation Services

Senior Consultant, Credits and Incentives