Property Tax Positions Available

Senior Consultant (Arlington, Virginia) - Specialty: Property Tax, Commercial. Ryan LLC (www.ryan.com) is the largest provider of Property Tax services in North America. The Property Tax Senior Consultant ("Senior Consultant") works with a team to identify property tax savings opportunities for clients and possesses an intermediate understanding of valuation techniques.  This includes conducting research, analyzing and interpreting comparable assessment data, market data and sales transactions.  The Senior Consultant assists the team with assessment review and monitoring the appeal process for client portfolios. The Senior Consultant is responsible for creating positive team member experiences, which lead to excellent client service and drive revenue and profit for the Firm. The ideal candidate will have analytical and problem-solving skills, coupled with strong people skills. The successful candidate will be effective in researching issues, reconciling databases, and completing detailed calculations.  Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability. Duties and responsibilities, as they align to Ryan’s Key Results: Create a positive team member experience. Responds to client inquiries and requests from tax authorities. Demonstrates full understanding of the annual property tax cycle for assigned real property portfolios. Builds awareness/understanding of jurisdictional rules and filing requirements. Demonstrates an ability to collect, review and fully understand client-provided data. Inspects properties and prepares appropriate reports deemed necessary by management. Analyzes assessment notices and determines potential assessment reductions. Applies software knowledge to efficiently work with client data. Possesses knowledge in assessment review, appeal determination, tax bill administration, and the three valuation approaches: cost, sales comparison, and income. Additionally, the candidate possesses knowledge of assessment equalization methodology that may apply in certain states. Handles appeals and monitors appeals process. Attends client status calls and meetings and provides supporting data and findings for leadership team. Works effectively with clients by taking an interest in the client’s industry and inquiring about trends and processes to gain a full understanding of their core business. Participates in recruiting efforts. Interacts and communicates effectively with team members. Performs other duties as assigned. Education and Experience: Bachelor’s degree in Accounting, Finance, Business Administration, Engineering, Economics, Real Estate, Business Management, Public Administration, MIS/Entrepreneurship, International Business or another degree with MBA, MST or JD. Candidates with appropriate valuation designations preferred. One to three years of audit or tax-related experience. Desire to perform in a high-energy team environment. Demonstrated leadership, problem-solving, and strong verbal and written communication skills. Ability to prioritize tasks, work on multiple assignments, and manage ambiguity. Ability to work both independently and as part of a team with professionals at all levels. To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Valid driver’s license required. This position has no supervisory responsibilities. Send resume to rahul.sharma@ryan.com. Date Posted: 9/29/2022 (IPT364)

Property Tax Director or Property Tax Manager (Chicago, Illinois) - Are you looking for an engaging, rewarding position in the business world, actually working as part of a team and given the freedom to attack problems and develop creative solutions for your clients?  NBPA is seeking a highly motivated individual for a consulting position in our Chicago office.   NBPA is a national provider of State and Local Tax services (SALT), handling personal property, real estate and sales & use tax issues for large industrial and commercial clients. As an employee-owner with our ESOP, you are responsible for working independently and managing the preparation of client business personal property renditions.  Responsibilities: Collecting data and fixed assets information, review and reconciliation of data and timely filing renditions, abatements, and exemptions with various jurisdictions.  Client management and reporting of assessments, accruals and budgets, as well as reviewing, appealing and resolving assessment issues.  Skill Requirements: A minimum of 2 years multi-state business personal property experience.  Technical skills with Excel, Access and PTMS.  An independent self-starter with problem solving skills and positive attitude.  Bachelor’s degree.  Travel is required.  Send resume to pcussen@nationalbureau.com. Date Posted: 9/22/2022 (IPT358)
     
Real Estate Tax Director or Real Estate Tax Manager (Chicago, Illinois) - Are you looking for an engaging, rewarding position in the business world, actually working as part of a team and given the freedom to attack problems and develop creative solutions for your clients?  NBPA is seeking a highly motivated individual for a consulting position in our Chicago office.   NBPA is a national provider of State and Local Tax services (SALT), handling personal property, real estate and sales & use tax issues for large industrial and commercial clients. As an employee-owner with our ESOP, you are responsible for working independently and managing the property tax consulting needs of our clients.  Responsibilities: Manage annual property tax cycle on behalf of clients.  Develop valuation analysis using accepted methods.  Preparation and timely filing of informal and formal appeals, abatements and exemptions.  Attend jurisdictional hearings and settlement conferences.  Client management and reporting of assessments, accruals and budgets, as well as reviewing appeal results.  Skill Requirements:  A minimum of 2 years multi-state property tax consulting experience.  Technical skills with Excel, Access and Marshall & Swift.  An independent self-starter with problem solving skills and positive attitude.  Bachelor’s degree.  Travel is required.  Send resume to pcussen@nationalbureau.com. Date Posted: 9/22/2022 (IPT357)    
    
Business Development Director or Business Development Manager (Chicago, Illinois) - Are you looking for an engaging, rewarding position in the business world, actually working as part of a team and given the freedom to attack problems and develop creative solutions for your clients?  NBPA is seeking a highly motivated individual for a consulting position in our Chicago office.   NBPA is a national provider of State and Local Tax services (SALT), handling personal property, real estate and sales & use tax issues for large industrial and commercial clients. As an employee-owner with our ESOP, you are responsible for working independently developing and managing new state and local tax clients.  Responsibilities: Manage client relationships and develop new business opportunities.  Skill Requirements:  A minimum of 2 years multi-state property tax consulting experience.  Technical skills with Word, Excel, Access and CRM software.  An independent self-starter with problem solving skills and positive attitude.  Bachelor’s degree.  Travel is required.  Send resume to pcussen@nationalbureau.com. Date Posted: 9/22/2022 (IPT356)    

Property Tax Consultants (Dallas, Texas) - Well-established property tax advisory firm is hiring experienced property tax consultants of all experience levels for their Dallas office. Headquartered locally with a national presence, this firm boasts knowledgeable and respected leadership and offers excellent opportunities for promotion. With a strong client base and long-standing relationships. Duties & Responsibilities: Function as an integral part of a team of consultants to ensure client appeals are handled appropriately and timely. Analyze properties and prepare valuation analysis using accepted methodologies to determine value reduction potential. Cultivate positive relationships with assessors in various jurisdictions, while attending informal and formal hearings on behalf of clients. Assist clients with pre-acquisition and disposition due diligence. Education and Experience: Bachelor’s Degree and 2+ years of experience in real estate valuations and/or property tax appeals for a consulting firm. The ideal candidate will have a proven track record within the industry and have an entrepreneurial spirit. The successful candidate will have a strong work ethic, possess strong analytical and negotiation skills, and be proficient in Microsoft Excel. RETC offers outstanding competitive compensation, unlimited paid time off, and generous health benefits at no cost to the employee. In addition, RETC employees enjoy continuous learning opportunities and are given ownership of their time and flexibility to manage a work/life balance. Resumes should be sent to recruiting@retcgroup.com. Date Posted: 9/22/2022 (IPT355)

Tax Analyst, Property (Manchester, New Hampshire) - The Tax Analyst - Property (“Analyst”) is responsible for the day-to-day management of Merchants Automotive Group’s and its affiliates personal property tax compliance obligation. The Analyst is also responsible for supporting other tax functions as assigned, including tax accounting and transaction taxes. This position is in the Tax Department in Manchester New Hampshire. You will be expected to oversee and process all excise, property taxes and other assigned departmental duties to ensure compliance deadlines are met in a timely and accurate manner. The Analyst will research tax matters generated from workflow, assigned by tax team management and/or arising from business unit inquiries. What your day will look like immersed in our culture: 50% Property tax compliance/rendition management - Stays current on property tax laws, cases and trends to be a subject matter expert (SME) on the area. Go-to person for any IT enhancements, updates, changes to the ERP systems to ensure accurate property tax information being reported in a usable format. Handles the timely preparation, review and submission of accurate property and excise tax renditions. Identifies and advises on whether to pay or protest excise and property tax assessments. Responsible for handling excise and property tax audits, including notices, in a timely fashion. Primary point of contact for outside consultants engaged to handle property tax matters that cannot or should not be handled in-house. 30% Tax Accounting - Prepare assigned tax accounts in a timely, accurate and complete manner. Review for accuracy the tax accounts prepared by tax staff and others. Working with the Tax Supervisor to ensure that timely and accurate tax account information is submitted. Identify and implement reporting efficiencies in the tax accounting and financial reporting process. Work with other tax department team members to prepare documentation that supports tax account entries. 20% Departmental Support - Responsible for understanding other tax functions within the Department with sufficient knowledge in external and internal rules for backfilling responsibilities for other tax team members. Responsible for developing and mentoring assigned interns and staff. Stay current on professional training and knowledge. The Expertise you bring to Merchants: Practical Experience: Working knowledge of federal, state and local tax concepts and their application. Professional Development: IPT certification (CMI) or TEI and COST programs strongly preferred. Industry Experience: Understanding of leasing business, contracts and fleet management operations preferred. Familiarity and sufficient experience with software used to perform job functions-GP, Blackline and PTMS. Ability to research- using Checkpoint preferred. However, willing to train or substitute experience for a candidate who can demonstrate. through other work experience or education, the ability to succeed in the position. The Skills you have: Ability to determine, set and achieve priorities in a fluid environment self-manage, identify and update priorities with limited supervision. Effective time management, planning and organizational skills. High degree of attention to accuracy and detail with an ability to self-review. Strong research, analytical and problem-solving skills that can be used in a fast-paced environment. Ability to advocate and negotiate with internal and external customers to ensure Tax Department (and position responsibility) objectives are achieved (“influence without authority”). Excellent customer service to external and internal customers as well as and peers; Solid written and oral communication skills; ability to present before a group and people in superior company roles. ERP system software, and IT skills sufficient to perform job functions (LeaseWave, Blackline, Great Plains, PTMS, Vertex and Checkpoint preferred). Education: Bachelor’s Degree in Accounting or other finance or related business major (can substitute degree with relevant work experience). Candidates please forward cover letter & resume to BrendaKelley@MerchantsFleet.comDate Posted: 9/15/2022 (IPT352)

AVP, Property Tax (Chicago, Illinois) - Revantage is a Blackstone Company that provides a highly skilled employee base, best-in-class processes, and state-of-the-art technology to multiple Blackstone real estate portfolio companies. Sectors include Hospitality, Industrial, Multi-Family, Office, Retail, Senior Housing, and Manufactured Homes. Revantage, headquartered in Chicago, is one of three global offices that includes Revantage Asia and Revantage Europe. The AVP-Property Tax will assist senior management with oversight of daily tax department operations including but not limited to appeals, A/P, compliance, budget and forecasting, underwriting, project management, and other property-tax-related functions. Assures conformity with procedures and data integrity. Assists with the production of reporting. Able to assume ownership of one or more property tax operations or projects. Trains and directs staff as necessary. Produces reports and provides analytical support in a time-constrained/penalty-oriented environment. This position is based out of Revantage’s headquarters in Chicago, IL. Responsibilities: Analysis and Procedures: Conduct analysis of real and personal property tax valuations on a timely basis. Maintain and create client and department reports. Supervise personal property and compliance administration. Provide materials to third-party service providers for compliance filings and maintain files. Verify all mandatory forms are filed accurately and timely by outsource service provider. Primary contact for personal property auditors. Assist with the creation and review of property tax budgets. Manage selected client accounts on property tax matters, including: tax analysis, monitoring tax appeals, response to client requests, and consultant management. Assist with refund management. Responsible for review and reporting of third-party consultant expense. Provide analysis and review relating to acquisition projections. Provide acquisition support including (but not limited to) research using the Internet or other resources, and document review to identify tax issues. Project leader for acquisition integration into department systems. Accountable for administering dispositions. Obtain documentation to close out systems, communicate status to the department and outside consultants, and timely updates to tax databases and work files. Ensure proper disposition procedures are met. Research tenant property tax escalation issues as required. Project/Process Leadership: Lead the team in change management and administrative projects, including, but not limited to software implementations, shared file directory organization, and portfolio management on software and database systems (e.g. Inactive/active clients, ownership changes, etc.). Provide oversight in the distribution of year-end financial statements, rent rolls, and other data used for analysis. Reformat financial reports as required for jurisdiction compliance. Assist with portfolio management. Ensure all clients’ portfolios are correctly reflected in all department systems. Provide ongoing monitoring of the data for accuracy and timeliness. Produce reports/analysis of property taxes for a client or Senior Management inquiries. Accounts Payable Management: Supervise the integration of accounts payable function of acquisition properties, new third-party clients and/or existing client portfolio changes. Supervise same for disposition properties. Conduct the second review of accounts payable packages. Ensure that real and personal property tax bills being processed by the department are accounted for and are processed timely. Responsible for including any analysis of variances for management review and addressing any special handling or payment/application requirements. Develop and ensures uniformity in department accounts payable processing procedures that support reporting requirements. Supervise and manage documentation for distribution to Treasury, Accounting, auditors, and lease administrators. Review A/P and Appeal workflows for accurate reports and correspondence . Ensure that documents are filed timely and accurately. Required Qualifications: Bachelor’s degree from an accredited college. Minimum of 7 years experience in basic accounting and financial principles. Completed Intermediate Property Taxation course(s) or have obtained equal knowledge through work experience. Knowledge of closing documents, real estate acquisitions, and operations. Strong organizational skills and be a team player. Good communication skills, grammar, and spelling skills . Detail-oriented and easily interact with internal and external contacts on a professional level . Advanced computer systems knowledge in Microsoft Excel, Word, PowerPoint, Internet applications, and databases. Able to juggle multiple tasks, be a team leader, and have strong follow-up skills. Travel may be required. Preferred Qualifications: Supervisory experience. Send resume to TA@Revantage.com. Date Posted: 9/12/2022 (IPT351)

Property Tax Associate (Chicago, Illinois) - Revantage is a Blackstone Company that provides a highly skilled employee base, best-in-class processes, and state-of-the-art technology to multiple Blackstone real estate portfolio companies. Sectors include Hospitality, Industrial, Multi-Family, Office, Retail, Senior Housing, and Manufactured Homes. Revantage, headquartered in Chicago, is one of three global offices that includes Revantage Asia and Revantage Europe. The Associate, Property Tax role independently researches, reviews, and maintains client database and group administrative systems. This role provides analytical and administrative support to the department, identifies trends and exposures, communicates analysis results and action plans to senior staff. Responsibilities: Perform analytical projects for the Property Tax Department including value, expense, and tax function processes. Assist with tax bills and appeal administration. Assist in personal property compliance administration. Verify all mandatory forms are filed accurately and timely by outsourcing service provider. Assist with maintenance and creation of department performance reports. Assist in assessment and financial information data entry; works with senior staff to ensure records are complete. Request and track all financial statements, rent rolls, etc. Review and coordinate financial reporting and data integration requirements. Perform research projects on the following but not limited to title policy review, jurisdiction tax policies, property re-parceling, and escalation research. Provide materials to third-party service providers. Annual Budget Process: Maintain annual budget project plan at direction of senior staff. Assist with the creation and review of property tax budgets. Assist with estimating annual consultant expenses for property budgets. Assist with production and distribution of the final Budget Reporting package. Department Administrative Functions: Assist in creating and updating records, etc. to reflect changes to portfolio (acquisitions and dispositions). Provide analysis and confirm record accuracy utilizing due diligence reports, closing materials, and other resources. Ensure proper acquisition and disposition procedures are met. Assist with review of tax bills and invoice processing and ensure that all tax bills are accounted for and processed timely. Responsible for special handling or payment applications are addressed. Assist with refund and consultant invoice managemen. Provide year-end and ad-hoc reports to consultants and reformat reports as required by local jurisdiction. Assist in the maintenance of all computer and file systems including, but not limited to, the input of new client property and assessment records. Required Qualifications: Bachelor’s degree in accounting or finance. Minimum of 3 years’ experience in property tax. Extensive knowledge in Excel. Strong oral and written communication skills. Work independently, in a group environment, multi-task, detail orientated, and have strong organizational. Preferred Qualifications: Familiarity with real estate operations, legal documents, and due diligence process associated with the acquisition and sale of properties. Send resume to TA@Revantage.com. Date Posted: 9/12/2022 (IPT350)

Tax Accountant (Seattle, Washington) - Oversees Manson's tax policies and objectives to ensure establishment and implementation of accurate and efficient tax practices. Implements Manson's tax functions, including preparation and submittal of tax filings, management of tax audits and tax research and analysis. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develops and implements integrated and efficient tax policies and practices. Manages all tax compliance, planning and strategy, including income, sales, use, excise, property, and other taxes for the company. Completes quarterly and annual income tax provision computations and disclosures, including evaluation of the effective tax rate, maintenance of tax reserves, review tax accounts. Ensures appropriate application of all tax laws Companywide to effectively minimize liabilities, risks and exposures. Manages the preparation of all local, state and federal tax documents, including all required disclosures. Ensures timely and accurate filing of all tax returns. Manages and oversees all tax audits. Manages all communications with the IRS and other tax agencies. Ensures optimization of applicable tax credits. Integrates tax objectives with Company's overall financial goals, objectives, policies and procedures. Integrates tax recordkeeping with accounting systems. Maintains current knowledge of tax laws related to business operations and pursues ongoing professional development to maintain current knowledge on best practices. Ensures compliance with Manson's Code of Ethics and Standards of Business Conduct. Responsible for practicing safe work standards and promoting an Incident and Injury Free (IIF) work environment as a condition of employment. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform satisfactorily the essential duties and responsibilities noted above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Requires a bachelor's degree from an accredited institution and a minimum of three years of progressive responsibility in tax/accounting field. In depth knowledge of local, state and federal tax law, practices, issues and filings. CPA preferred. Intermediate knowledge of Microsoft Office Suite (Word, Excel, Outlook), tax software and research tools, ten key and database systems required. To apply click hereDate Posted: 8/24/2022 (IPT344)

Data Analyst (Southlake, Texas) - Altus Group is looking to hire Data Analysts in the Tysons Corner, Virginia, Dallas/Ft. Worth area or Houston, Texas offices to support the Consultants of the Real Estate Tax Valuation and Appeals practice. The Data Analyst is an entry level position designated to assist the Consultants in performing property searches and extracting data in support of real property appeal packages. Strong potential for career progression for highly motivated talent to move into Consultant role. This position is ideal for someone working towards their MAI, CMI and/or FRICS designation. Key Responsibilities: Research and extract data from various data sources: Build expertise in searching several database tools. Extract and organize relevant data points into a standard, ingestible format. Compile appeal packages: Assist in the creation of appeal packages for a variety of property types and across jurisdictions. Analyze and rebut packages produced by the jurisdictions. Position Requirements: 2 or 4-year degree in data analytics, business, finance or related field preferred. 1 - 2+ years of experience in a business, research or data related field. Starting to work towards their MAI, CMI and/or FRICS designation. Experience with Excel. Experience with Office365. Some real estate knowledge and experience preferred. Strong technical skills, resourceful, self-learner. Excellent written and verbal communication skills. Interested or has working knowledge of the commercial real estate market. Working knowledge of Real Estate Tax Valuation and Appeal practices is considered a strong asset*. To apply click here. Date Posted: 8/15/2022 (IPT337)

Manager I, Property Tax (Bentonville, Arkansas) - Join the Walmart Property Tax team to be a key partner in Finance for the world’s largest retailer. The Manager I, Property Tax role will be responsible for managing timely property tax payments, reconciling and maintaining accurate account data, and collaborating with Property Tax and Real Estate teams to resolve questions about the property taxes at our locations. In addition, this position will contribute to the maintenance and accuracy of Walmart’s data around our properties as well as driving and implementing enhancement initiatives. The Manager I will be a key point of contact for property tax inquiries related to payments, property tax data systems, and budgeting. Strong candidates will be comfortable with large amounts of data, be able to deal with ambiguity, be detail oriented, organized, and possess the interpersonal skills necessary to partner effectively across teams and stakeholders. This person will also be an owner of their area of responsibility, charged with identifying cost savings opportunities and improving accuracy of reporting while decreasing the time to report. This individual will also ensure compliance with company policies and support company mission, values, and standards of ethics and integrity. You’ll make an impact by: Managing accurate and timely property tax payments across Walmart’s US portfolio of properties. Developing and maintaining reporting of metrics and KPI’s around payment accuracy. Supporting business cases and Property Tax team projects. Problem solving to better streamline Property Tax processes. Managing, researching, recording, and submitting requests for tax refunds. Supporting timely accrual updates by gathering, importing, and reporting metrics on assessment data. Analyzing property tax data and key support during the budget planning season. Ensuring team tools and processes are standardized for the organization. Managing your work portfolio autonomously while effectively communicating out status updates and escalating when help is needed. Possessing a natural curiosity to learn beyond the minimum requirements to perform the role. You will sweep us off our feet if: You have 2-4 years of property tax experience. You have a bachelor’s in accounting or finance. You have demonstrated success with process improvement to identify and implement solutions while leveraging cross-functional teams. You have experience working with property tax software including Itamlink, Onesource or TaxQ. You have experience with SAP and S4 Hana accounting software. You have the expertise to drive automation while ensuring quality. You have strong skills in: Time Management, Sense of Urgency, Communication, and Negotiations. To apply click here. Date Posted: 8/4/2022 (IPT333)

Tax Accountant (Fort Worth, Texas; King of Prussia, Pennsylvania (Preferred); Lakeland, Florida; Littleton, Colorado; Orlando, Florida) - Tax Specialty: Sales Tax (Primary) and Property Tax (Secondary). No requirement for CMI. We’re actively on the hunt for a Tax Accountant with experience in Sales and Use, Personal Property tax and Business License returns while ensuring timely filings and payments. This is a high profile role with plenty of room for continued career growth and opportunity. Beyond the exciting work the team is involved in, we also work a 4/10 work schedule – we’re off EVERY Friday. We're looking for candidates with a love of tax accounting and finance to join a team that is transforming and building new cultural norms. This is an entry level role responsible to: Prepare and document sales and use tax, business license and personal property tax returns and ensure their timely filing and payment. Support the Audit and Planning organization as needed on state and local audits. Conduct tax training at business locations. Conduct tax research to ensure compliance with applicable tax laws ad and to support the business planning process. Support vendor inquiries and research and prepare tax exemption certificates. Support the preparation of overpayment submissions. Reconcile tax accounts as required. Support process improvements to improve operating efficiency and support their implementation. *Represent organization as needed on  special assignments. PA location is preferred; however, other Lockheed Martin locations will be considered**. Basic Qualifications: Minimum 2 years of related experience with a Bachelors degree in an Accounting, Finance or related discipline. Previous financial, accounting and/or tax experience. Strong analytical skills. Effective written and verbal skills Desired Skills: Previous compliance experience in sales and use, personal property and business license taxes. Proficiency with data analytic tools, such as Alteryx and Tableau. To apply click hereDate Posted: 7/27/2022 (IPT331)

Property Tax Analyst/Accountant (Philadelphia, Pennsylvania) – LEAF Commercial Capital, a M&T Bank subsidiary, is seeking to fill three newly created positions within our Property Tax department. The tax positions are responsible for managing personal property tax and business license compliance nationwide. Positions report to the Director of Tax. What You'll Do: Prepare accurate, and timely file personal property tax returns. This would include return filings, assessment review, and the appeal process. Receive, sort, and categorize notifications from taxing authorities and then enter that information into the property tax database. Collect and review all assessed value notices and property tax bills. Manage and validate the processing of tax payments to ensure timely payment. Manage personal property tax audits. Assist the customer service group in connection with personal property tax questions. Maintain business license and gross receipts tax compliance. Perform tax research. Identify opportunities to create and improve tax compliance processes. What You'll Need: An associate or bachelor's degree in Accounting or Finance is preferred but not required. Possess proficient MS Word, Excel, and Outlook skills. An understanding of general accounting concepts. Dedication to meeting requirements of internal and external customers, responding to all customer requests promptly and thoroughly. Strong communication skills both written and verbal. Self-motivated with the ability to contribute both independently and work in a team environment. Ability to meet deadlines, prioritize appropriately and cope well with change. Be accountable for results, approach obstacles proactively and look for ways to resolve problems and issues. Send resume to mwojciechowicz@LEAFnow.com. Date Posted: 7/26/2022 (IPT330)

Global Real Estate/Global Incentives Group, Vice President (Columbus, Ohio) -  JPMC’s Global Incentive Group (“GIG”) aggressively works to execute and maximize a diverse pool of incentive, real estate tax appeal, energy, and tax credit programs for all corporate strategies, retail strategies, capital investment projects, and business as usual operational activities. These savings are achieved through negotiations with various levels of governmental entities for discretionary incentives, researching statutory savings programs, filing for statutory tax credits and energy rebates, reviewing federal, state, and local tax code, and appealing real estate taxes. The key responsibilities for the Incentives & Real Estate Tax Vice President position are as follows: Lead business and energy incentive projects that support the bank’s location strategy decisions as well as drive savings for energy/sustainability real estate projects. Perform extensive research about available incentives from federal, state, and local governments as well as utility providers which align with proposed or planned JPMC initiatives. Manage the RFP process to identify incentives, energy, and real estate tax consultants who will provide subject matter expertise as well as guide JPMC through the incentive/real estate processes for specified initiatives. Define energy incentive vendor expectations, manage goals, monitor progress/performance and proactively manage these projects. Ensure JPMC satisfies all obligations set forth in incentive program contracts as well as legal statutes. Manage GIG’s compliance filing calendar and establish processes to guarantee all deadlines are satisfied. Lead meetings and communicate consistently with government relations, regional real estate teams, finance, accounting, and corporate tax to confirm all stakeholders are aware about the status of GIG initiatives. Demonstrate advanced knowledge of real property tax calendar including understanding of all tax payment dates, tax appeal deadlines, and compliance filing deadlines. Work between JPMC finance and accounting teams to provide tax payment projections and updated accruals for all owned and net lease properties. On a recurring basis, work with Global Incentives Analyst/Associate to notify tax appeal and tax payment agents of any portfolio changes including property acquisitions, dispositions, expirations, and terminations. Read lease documentation and decipher relevant tax appeal and tax payment responsibility for net lease properties including when to properly commence and conclude tax payments. In conjunction with retail division identify all tax abatement opportunities for new retail branches or qualified retail renovations. Prepare and review all real property tax filing compliance including submission of Nassau County Annual Survey of Income and Expense (ASIEs), New York City Real Property Income & Expense forms (RPIEs), New Jersey Chapter 91s requests, Cook County Owner/Lessee Verification Affidavits, and New York City Tax Commission protest forms. Jointly work with Sustainability team to review energy pipeline and file necessary documentation to receive eligible renewable energy property tax and sales tax exemptions. Manage timely responses to all tax appeal counsel requests and internal inquiries regarding real estate taxes paid, upcoming real estate taxes, and real estate taxes for new or recently exited properties. Maintain extensive tracking of all tax appeals including calendar year appeals filed, appeals settled and potential/realized tax appeal refunds and offsets. Oversee cost segregation studies and capital allowance projects which generate income tax savings for JPMC. Ensure that GIG adheres to all JPMC’s compliance guidelines including the sworn document process, third party oversight/third party intermediary requirements, etc. Develop professional presentations for senior management.  Lead efforts to modernize and improve GIG’s reporting framework. Qualifications: Minimum of 7-10 years of prior incentive and real estate tax experience with a consulting firm or in house with a multinational corporation. Bachelor’s degree required – preference for accounting, engineering, or finance; Master’s degree in a relevant field is preferred (JD, MBA, MST, or CMI designation is a plus). A proven track record of negotiating business incentive deals and managing incentive compliance for a multinational corporation. Extensive professional knowledge of business/energy incentives at the federal, state, and local levels of governments as well as from utility providers. Extensive understanding of real estate taxes is required; additional state and local tax experience is preferred UK real estate tax experience is required; international incentive and real estate tax experience is preferred (APAC, EMEA, LATAM). Flexibility to work at all hours to manage projects impacting JPMC’s EMEA and APAC operations. In depth understanding of all aspects surrounding New York City Industrial & Commercial Abatement (“ICAP”) program Advanced knowledge of tax modeling and valuation techniques. Ability to communicate cross functional, technical property tax issues to non-tax professionals. Knowledge of office, retail, industrial warehouse, and data center valuations. Project management experience is required; PMP certification is a plus. Expertise reading leases and working in partnership with Legal and Lease Administration departments. LEED AP with specialty certification required. Excellent presentation and communication skills. Skilled in Microsoft Office products (MS Word, Excel, PowerPoint, Access, Visio, Project). To apply click here. Date Posted: 7/20/2022 (IPT327)

Senior Tax Analyst (Elgin, Illinois -- Chicago Area) - Advantax has nearly tripled in size over the last 6 years.  We are looking to add to our fun, flexible and fast-growing team (in Elgin, IL).  The Senior Accountant is responsible for working with both Clients and Advantax Managers and staff to optimize our clients’ property tax administration processes and identify areas for our clients to reduce their overall tax liabilities.  We are looking for bright ambitious team members with financial backgrounds that we can train to do this Senior position.  The Senior Accountant will be charged with achieving timely compliance for their client portfolio and active management of valuations, primarily focusing on personal property. Responsibilities: Effectively manages time and tasks. Effectively delegates to analysts, consultants, and Tax Payment Specialist to efficiently complete assigned projects including property tax compliance work, tax bill payment, personal property assessment appeals, audit & audit appeals and real property assessment appeals. Responsible for project quality and customer experience delivered by Advantax for assigned projects/clients, maintaining a thriving and growing relationship with Advantax clients. Assist Managers in identifying and following through on opportunities for expanding business with current and new clients. Assist Managers in project completion in a timely manner Fully utilizes the processes that define, measure, and provide feedback on business activities. Requirements: Bachelor’s Degree in Accounting, Finance or related field required; 2-4 years of progressive experience within Accounting/Finance.  Experience within the property tax field a plus. Ability to meet a broad range of compliance and assessment appeal deadlines. Ability to build relationships and communicate effectively with groups both internal and external to Advantax. Exceptional interpersonal and organizational skills with high attention to detail. Ability to make effective decisions and execute an appropriate course of action considering all relevant variables. Ability to negotiate effectively by collaborating with others to arrive at a conclusion utilizing compromise, persuasion, rationale and diplomacy. Self-manager with high drive and high initiative; learns from experience. Proficiency in Microsoft products including Word, Excel, Outlook.  Preferred experience with PTMS, Salesforce.com and CoStar. To apply send resume to csanders@advantax.comDate Posted: 7/13/2022 (IPT323)

Client Relationship Manager Property Tax (Remote Based Mid-West or East Coast preferred) - This position is responsible for frequent, ongoing customer account and relationship management, serving as the liaison between the company and assigned customers. A candidate must demonstrate the ability to successfully achieve and maintain customer satisfaction, repeat business, and revenue goals through strategic planning activities and communications with assigned customers. Serve as primary point of contact between TCI and assigned customers for all business-related discussions (not including in-bound day-to-day product support calls). Establish and maintain relationships at multiple levels including executive and user levels. Achieve client satisfaction and retention goals. Close revenue-expansion opportunities related to professional services. Contact customers on a frequent basis to assess and ensure customer satisfaction. Coordinate all major discussions with customers. Bring in TCI experts as necessary. Solicit feedback and understand each customer's ongoing needs and requirements. Develop tactical plans that lead to customers maximizing the benefits of TCI software. Ensure customers are receiving the optimal mix of services and support. When customer concerns arise, marshal the appropriate TCI resources to assist with problem resolution. Keep clients apprised of new modules and services. Communicate the benefits. Update CRM software with details of all interactions with customers. Obtain and maintain customer profiles consisting of business and staff profile information. Solicit client letters of recommendations and consent to act as a reference. Execute and manage software license renewal process. Assist when necessary with accounts receivable collections. Travel to customer sites and industry conferences as needed. Provide regular and appropriate status to senior management. Escalate critical issues to Senior Management as required. Qualifications: Solid understanding of customer relationship management principles, practices, techniques, and tools. Solid understanding of property tax and business license management. Delivering clear, effective communications at Director, VP, and C-level of organizations. Gathering, understanding, and documenting customer business requirements. Offering solutions which enhance value delivered to customers. Meeting and exceeding assigned goals and objectives. Demonstrating issue resolution skills and persistence. Demonstrating confidence and ease in dealing with diverse personalities. Working independently to achieve goals. Prioritizing, multi-tasking, and following through on assignments. Working under tight deadlines. Ability to learn property tax and business license software. Requirements: 5 or more combined years of customer relationship management experience. BS degree in Accounting, Finance or related field. Prior experience working for a property tax compliance firm and/or corporate tax department preferred. 25 - 35% travel requirement (more / less as dictated by custom relationship activity).  TCI is an Equal Opportunity Employer. To apply send resume to jstull@corptax.com or click here.  Date Posted: 7/12/2022 (IPT322)