• Provide support for leadership in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities
• Prepares reports and analyses supporting DMA’s position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients
• Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client’s prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities
• Attend on-site inspection of client property (plants and operations)
• Active participation in business development activities - including identifying, scoping, and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA’s other service lines to prospects
• Account management responsibilities for assigned clients – developing, sustaining, and enhancing relationships with DMA clients and prospects
• Research, collect, and populate DMA’s review management system with new cases, client assessment details, property, or fixed asset data and jurisdictional tax information
• Assist in production and invoicing process
• Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills
• Research and follow industry or market activity/trends in assigned geographic area
• Research and follow state and local tax issues, legislation, court cases, etc.
• Perform much of the above in collaboration with a team, but also possessing the ability to do so independently and with minimal supervision

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