Senior Real Estate Tax Analyst

1 month ago

Fishers, United States W3Global Inc. Full time
Job DescriptionJob Description

Our client is seeking a Tax Manager that can work with our President and Director in all aspects of job responsibilities including serving as a client's trusted advisor, demonstrating knowledge of industry trends, identifying client issues and conflicts, and proactively communicating solution options to client, President and Director, leading a team of consultants to deliver property tax and incentive compliance, appeal, and consulting services.

Tax Managers maintain existing client relationships and focuses on property tax and incentive planning opportunities. This includes enforcing policies, standards and guidelines, researching issues, reviewing real and assessable personal property tax assessments, maintaining company workpaper database, negotiating reduction settlements, and the preparation and presentation of assessment appeals and supporting litigation. You will research available incentives, present and negotiate incentive requests, and document secured benefits and findings.

Responsibilities:

Monitors team compliance with Firm policies, practice guidelines, and standards.

Manages and monitors all aspects of the annual property tax cycle for assigned real and personal property portfolios.

Develops client workplans and schedules for associated project deliverables.

Inspects properties, where required.

Obtains and reviews assessor worksheets and property records, where required.

Prepares independent target values for each property assigned using appropriate valuation methodology.

Prepares and conducts client presentations.

Reviews and reconciles client data and identifies tax issues to research.

Responds to client inquiries and requests from assessing agencies in a timely manner.

Serves as principal contact for client activity.

Manages practice group needs (equipment, supplies, software, training, etc.).

Manages personnel (assignments, position requests, etc.) while fostering a team environment that demonstrates support of firm management and decisions while building a positive culture of collaboration and mentoring staff.

Manages the preparation, review, and processing of all client reporting requirements.

Manages and assists in the preparation of abatement and exemption applications.

Manages all aspects of the appeal process (informal, formal, and litigation) and reports status and results to the client and firm management.

Manages deadlines and work needed to meet said deadlines.

Reviews and approves client tax bills for payment, where required.

Assists clients with accruals, budgets, and forecasts.

Assists with client billing and collections and company financial forecasting.

Communicates new issues, legislative changes, training opportunities, and client needs and strategies.

Maintains existing client relationships and broadens practice scope.

Pursues and maintains professional designations (i.e., CMI, Indiana Level III, CPA, etc.)

Participates actively in professional organizations.

Performs other duties as assigned.

Qualifications:

· Bachelor's degree in accounting, finance, mathematics or business administration with an emphasis in accounting.

· 5 years of experience in Property Tax consulting

· CPA preferred.

· Level III or CMI preferred

· Project management skills

· 3 years of previous experience managing people

· Excellent communication skills

· Detail oriented

· Deadline driven

· Willingness to learn new concepts/skills

· Microsoft Office Suite

· Advanced proficiency in Microsoft Excel (Ability to work with a large volume of data to perform VLOOKUPs and pivot tables, experience with complex formulas

· Familiarity with JetPack, PTMS and Appeal Track software a plus.

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