Results-driven Property Tax Analyst with experience supporting multistate SALT compliance for large corporate portfolios. Skilled in PTMS, OneSource, advanced Excel functions, reconciliations, and high-volume tax filings in fast-paced environments. Known for strong analytical abilities, professionalism, leadership, and delivering accurate results under tight deadlines while pursuing a Bachelor’s degree in Accounting.
Overview
3
3
years of professional experience
Work History
Property Tax Analyst
Ducharme, McMillen & Associates, Inc.
01.2024 - Current
Manage multistate property tax compliance and filing activities for large corporate clients with multi-billion-dollar asset portfolios.
Utilize PTMS and OneSource to process returns, maintain tax records, reconcile accounts, and monitor filing deadlines across multiple jurisdictions.
Perform bank reconciliations, account reconciliations, assessment reviews, payment tracking, and tax bill analysis with a high level of accuracy.
Communicate directly with clients, Assessing jurisdictions, and internal teams to resolve filing discrepancies and compliance matters efficiently.
Train and support new hires and interns on compliance processes, systems, and workflow procedures.
Demonstrate strong employee ownership and commitment by consistently contributing during high-volume filing periods, including extended work hours when necessary.
Credit Analyst
Heights Finance Corporation
12.2022 - 01.2024
Analyzed customer financial information and credit data to support lending decisions and risk assessments.
Utilized Microsoft Excel, including pivot tables and reporting functions, to organize financial data and track account performance.
Maintained strong customer service standards through effective communication and relationship management.
Assisted with account reviews, payment processing, reconciliations, and administrative reporting in a fast-paced environment.
Education
Bachelor of Science - Accounting
Indiana Wesleyan University
01-2027
Skills
State & Local Tax (SALT)
Property Tax Compliance
PTMS
OneSource
Microsoft Excel (Pivot Tables, VLOOKUP, Data Analysis)
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