Property Tax Positions Available
Senior Analyst, Real Property (Fishers, Indiana, a NE suburb of Indianapolis) - JM Tax Advocates Senior Analysts work closely with JMTA's 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 for JMTA clients. JM 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: 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. 3-5 years of experience in Property Tax consulting. Level III or CMI preferred. Project management skills.. 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 and Appeal Track software a plus. Send resume to
melody@jmtaxadvocates.com.
Date Posted: 9/9/2024 (IPT071)
Staff Analyst, Real Property (Fishers, Indiana, a NE suburb of Indianapolis) - JM Tax Advocates Senior Analysts work closely with JMTA's 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 for JMTA clients. JM 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: 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. 1-3 years of experience in Property Tax consulting preferred. Level III or CMI preferred. Project management skills.. 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 and Appeal Track software a plus. Send resume to
melody@jmtaxadvocates.com.
New Graduates encouraged to apply.
Date Posted: 9/9/2024 (IPT070)
Site Selection & Incentives Advisory (Atlanta, Georgia - Remote) - Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll. Within Tax, our Site Selection & Incentives Advisory practice assists companies in assessing and selecting new locations for their operations and negotiating tax and other financial incentives offered by state and local governments in return for business investment initiatives and economic activity. We are currently looking for a Senior Associate level candidate to join our practice.
Responsibilities: Within site selection, working cooperatively with our professionals and clients to develop project parameters, site specifications and key location criteria for a new location. Preparing draft Request for Proposals (RFI’s) to use in the site selection process to solicit suitable sites from state and local communities, monitor RFI process and gather and assess responses. Gathering data from private and public sources and state and local communities to support our cross-location cost modeling, including using subscription data services (i.e.: Lightcast or JObsEQ) to extract key labor metrics. Preparing PowerPoint presentations as needed to support the site selection and incentives process, including project pitches to economic development organizations (EDOs) and the results of Kroll’s location analysis to our client. Assist our professionals with creating and executing negotiating strategies on behalf of clients seeking incentives including researching and identifying applicable state and local incentives, estimating incentives values, working with governmental entities and EDO’s to maximize values for our clients, preparing application materials for consideration and monitoring incentives approvals. Assist clients with incentive compliance porting and drawdown of benefits, as needed. Preparing and presenting proposals and qualifications for our professionals to share with prospective clients.
Essential Traits: Demonstrated knowledge of site selection methods, processes and analysis as well as financial incentives (both statutory and discretionary in nature) available. Minimum 3 years of relevant experience within a consulting or real estate firm, economic development organization or a state tax agency. Bachelor’s degree in a business-related field. Proven analytical and problem-solving skills. Demonstrated interpersonal and client relationships skills. Demonstrated written and verbal communication skills. Writing samples will be requested. Proven dedication to teamwork. Proficiency in Microsoft Office, with focus on Word, PowerPoint and Excel. Proven track record relevant to previous work experience. To apply
click here.
Date Posted: 9/6/2024 (IPT069)
Property Tax Senior Analyst (Plano, Texas) -
*This is a hybrid role that will require coming into the office at 3 days a week* PepsiCo is a global food and beverage leader operating in more than 200 countries and territories with a product portfolio that includes 22 world-famous, billion-dollar brands. From Gatorade to Quaker, LIFEWTR to Lay’s, we make hundreds of enjoyable foods and beverages that are loved throughout the world. Guiding PepsiCo is our vision to be the global leader in convenient foods and beverages by Winning with Purpose. “Winning with Purpose” reflects our ambition to win sustainably in the marketplace and embed purpose into all aspects of the business. Our employees drive our culture. No two days are the same; we’re dynamic and full of passionate teams embracing new ideas through our collaborative spirit. At PepsiCo, what makes you unique, makes us better! The Property Tax Senior Analyst position will report into the Tax Director and is based out of our Plano, TX Headquarters.
Responsibilities: Prepare, conduct and negotiate property tax appeals on Tier I properties of assigned portfolio. Reviews tax returns/bills or other documents to ensure tax compliance of assigned portfolio. Management of property tax audits of assigned portfolio. Responds to questions about business transactions from business units or departments. Coach and provide instruction to lower-level professional staff. Participates in the development and implementation of tax strategy. Develops/Defends business “Annual Operating Plan” for property taxes. Review of reconciliations/journal entries for the accurate recording of tax liabilities. Provides information and assistance to financial reporting team and outside auditors. Responsible for complex valuation projects to drive tax savings opportunities. Prepare documentation to support compliance with Sarbanes-Oxley (SOX 404) controls and procedures. Perform tax research to keep current with new and changing tax laws. Assist in the development/implementation of new software releases, change requests and enhancements as they pertain to tax functionality. Work independently, as well as within a cross-functional project team environment. Support "tax customers" on special projects, new products and assessments. Support internal economic development group related to property tax projects. Support tax department technology needs as they relate to compliance, reporting, analytics and controls. Support tax technology process and requirements throughout the development life cycle (i.e. requirements documentation, test plans, validation, production support, etc). Research and determine state and local tax obligations and responsibilities. Performs pertinent valuation analysis, prepares appraisal reports as substantive evidential submission to taxing authorities.
Minimum Requirements: 3 years experience in Property Tax a must (including experience filing property tax returns). Must have prior knowledge of valuation and appeals and application before assessing jurisdictions. Must have a Bachelor’s degree in a relevant field. Proficiency in Microsoft Excel a must (Pivot Table/Data Audit). Ability to communicate clearly and concisely, both orally and in writing. Ability to balance multiple priorities and meet deadlines. Ability to work as part of a team. Ability to apply tax law to business planning. Strong analytical and problem solving skills.
Preferred Requirements: Experience with PTMS tax software. SAP/Oracle ERP systems highly preferred. IPT Property Tax CMI designation. Budgeting experience. Credits and incentives experience. Multi state/national property tax experience.
Compensation and Benefit Details: The expected compensation range for this position is between $72,500 - $121,300 based on a full-time schedule. Location, confirmed job-related skills and experience will be considered in setting actual starting salary. Bonus based on performance and eligibility; target payout is 8% of annual salary paid out annually. Paid time off subject to eligibility, including paid parental leave, vacation, sick, and bereavement. In addition to salary, PepsiCo offers a comprehensive benefits package to support our employees and their families, subject to elections and eligibility: Medical, Dental, Vision, Disability, Health and Dependent Care Reimbursement Accounts, Employee Assistance Program (EAP), Insurance (Accident, Group Legal, Life), Defined Contribution Retirement Plan. To apply
click here.
Date Posted: 8/22/2024 (IPT065)
Property Tax Service Business Development Manager (Carrollton, Texas) - P.E. Pennington & Company, Inc.
Responsibilities: Identifying, researching, and pursuing prospects to generate new business. Using social media to expand brand and prospect for leads. Developing and calling on new prospects. Attending conferences and association meetings to develop new business. Creating new strategies to generate new business. Collaborating with the PEPCO team to ensure client satisfaction and retention.
Requirements: Bachelor’s degree in marketing, or related field. 2 years of experience in sales or business development. Experience in the property tax industry preferred. Excellent communication and interpersonal skills. Ability to work independently. Some travel as needed.
Benefits: Competitive compensation. Matching 401K. Paid Time Off (PTO). Medical and Dental Insurance. Send resume to David Martinez
dmartinez@pepennington.com.
Date Posted: 8/21/2024 (IPT064)
Property Tax Manager (Minneapolis, Minnesota In office hybrid schedule) -
Tax Specialist: Property and/or Indirect Tax. Wells Fargo is seeking a Property Tax Manager in Indirect Property Tax as part of Commercial Banking Operations. The Property Tax Manager is responsible for managing a team of property tax professionals and ensuring accurate administration & review of property tax returns, timely process property tax assessments and payment of tax bills.
Other responsibilities may include: Develop and implement systems to accurately compile and report information for leasing related personal property taxes. Provide guidance to subordinates regarding established tax policies. Establish and recommend changes to policies which affect affiliate organization(s). Ensure timely and accurate filing of tax returns and/or consultation on assigned personal property tax issues. Scope of role requires the ability to independently evaluate issues and apply sound business judgment. Interact with functional peer group managers and/or other groups across the enterprise. Manage tax professionals and provides functional advice, direction and/or training. Establishes operational objectives and assignments, delegates assignments to subordinates and supervises the work of subordinates. In this role, you will: Be responsible for managing professionals engaged in operational accounting activities and transactions. Provide operational accounting support for internal business groups or operations departments. Manage completion of operational accounting tasks including creating and clearing entries to accounts, balancing, reconciliation, researching and resolving discrepancies and maintaining operational accounting systems and records. Review consolidated balance sheets, statements of income, account reconciliations and certifications. Enforce adherence to internal and external operational accounting standards and policies. Oversee production of income and balance sheet statements and operational or financial and regulatory reports. Answer inquires and resolve operational accounting and escalated issues identified by staff and other departments. Identify and report problems to management as appropriate. Collaborate and influence all levels of professionals including managers. Lead team to achieve objectives. Indirectly or directly interact with customers, clients or vendors. Manage allocation of people and financial resources for Finance and Accounting. Mentor and guide talent development of direct reports and assist in hiring talent.
Required Qualifications: 2+ years of Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. 1+ years of Leadership experience.
Desired Qualifications: Knowledge of property tax laws and their impact on the overall business and operations. Ability to assess current processes/procedures and make recommendations for efficiency. Ability to interact with all levels of an organization. Ability to motivate others to greater performance. Excellent verbal, written, and interpersonal communication skills. Intermediate Microsoft Access and Excel skills. Advanced Knowledge of Property Tax Management System (PTMS). Familiarity with InfoLease. General experience with Tax Research software (CCH, IRA). Ability to partner with all professionals within the company and occasionally communicate with the customers. Strong knowledge of all aspects of property tax, including: Annual property tax compliance, Ability to review, process and appeal property tax assessments, Ability to review and process property tax bills, Ability to review customer generated refund requests, secure the refunds and process credits when appropriate and the Ability to assist with jurisdictional audits To apply
click here.
Date Posted: 8/1/2024 (IPT063)
Lead Tax Manager External Tax Policy (Atlanta, Georgia) - Dive into the dynamic world of tax legislation and be part of AT&T’s tax advocacy team. The team’s overarching mission is to develop and shape federal and state tax policy in support of AT&T’s business strategy. As an External Tax Policy (ETP) Lead Tax Manager, you will be at the forefront of navigating state and local tax laws and proposed legislation, turning complexity into clarity and challenges into valuable strategic opportunities.
What You'll Do: Work closely with all of AT&T’s Tax Departments, External Affairs, industry peers, and state legislators and regulators, to monitor and communicate about proposed and enacted state tax legislation that may impact AT&T’s wide variety of businesses. Use your analytical skills to forecast the financial and operational impacts of enacted and proposed legislation. Help to communicate our success stories through words and visual tools. Work across all tax disciplines including income tax, property tax, sales & use tax, payroll tax, and telecom-specific taxes and regulatory fees. Your role will involve conducting research and translating complex tax issues into actionable objectives. Take charge of enhancing our internal processes and dashboards through automation, driving efficiency, and improving our processes.
Who You Are: A high-energy strategic thinker. A proactive communicator capable of bridging diverse tax disciplines and simplifying intricate tax matters for various audiences. A leader in adopting and leveraging technology to enhance efficiency. Embark on a journey where you can make a significant impact. If you are ready to take the lead with AT&T’s External Tax Policy team we'd love to hear from you.
Note: AT&T may also consider placing this position in our Dallas office. If you are in the Dallas area and interested in applying, please indicate this in your cover letter or resume. To apply
click here.
Date Posted: 7/23/2024 (IPT062)
Property Tax Consultant (Alpharetta, Georgia/Hybrid) - The Property Tax Consultant is responsible for providing property tax services to real estate clients. The Consultant ensures that the following activities occur at the highest levels: providing client service, reporting, invoicing, collections, and ensuring overall client satisfaction. The Consultant ensures they are implementing the Statement of Work for each client, and that the firm’s internal software tool is used and maintained by Managers. The Consultant is responsible for all aspects of property tax analysis and consulting relating to property taxes. The Consultant will assist the Managers and Directors in overseeing the management Analysts in a positive manner, reviewing the work product and assisting in sales pursuits and client conversations.
Responsibilities: Conducts on-site inspection of client properties and operations when necessary. Presents findings and makes recommendations to clients. Communicates with assessors and attend hearings as necessary. Works with tax officials to achieve maximum tax savings for clients. Maintains excellent knowledge of all real and personal property tax laws, regulations, and court decisions. Updates appeal tracking software in a timely fashion with appeal recommendations, valuations, tax rates and corresponding documentation while ensuring the Analysts are doing the same. Develops talent at the Analyst level by providing constructive feedback and solutions. Promotes a positive culture that allows professional growth of our people. Identifies potential key hires. Research complex tax issues. Maintains long-term relationships with all clients with the potential for additional property tax division services or services provided by other divisions. Understands the qualification criteria of the other service divisions and maintains capability to explain these services to clients. Continually looks for process improvement opportunities. Interacts with sales representatives to capitalize on client opportunities.
Qualifications: Bachelor’s degree in Accounting, Business Administration, Finance, or related field. 2+ years’ experience in property tax consulting. Advanced skills in Microsoft Word and Excel. Excellent verbal and written communication skills. Maintenance of appropriate certifications. Ability to meet travel requirements of the job. To apply
click here.
Date Posted: 6/28/2024 (IPT057)
Tax Manager Indirect Tax (Nashville, Tennessee) - At Lyft, our mission is to improve people’s lives with the world’s best transportation. To do this, we start with our own community by creating an open, inclusive, and diverse organization. Lyft is looking for a talented tech savvy Tax Manager to join our growing Tax Team! As a Tax Manager, you will report to the Senior Tax Manager and focus on supporting the Company’s indirect tax accounting, compliance, audits, and special projects. You will collaborate with key departments across the organization, including Engineering, Business Operations, Regulatory Compliance, Accounting and Finance.
Qualifications: Bachelor’s Degree in Accounting, Tax or related field with 6+ years of accounting experience in a public accounting firm and/or corporate tax department of a multinational company operating globally. CPA, CMI, or JD preferred. Strong technical knowledge of laws governing Sales and Use Taxes, personal property tax, business licenses/gross receipts tax, and related reporting to tax authorities within the United States, Canada and beyond. Exceptional project management skills are required, with proactive process improvement experience. Able to prioritize workload in order to meet competing deadlines in a fast-paced work environment. Exceptional verbal and written communication skills. Must be comfortable with virtual communications and working with geographically disparate groups. Strong attention to detail, with a commitment to accuracy Strong computer and technology skills, including proficiency in Microsoft Excel. Alteryx experience is a plus. Accounting system experience (Oracle, Netsuite or similar ERP). Tax engine experience (Vertex, Onesource, Avalara or similar). Strong computer and technology skills, including proficiency in Microsoft Excel; Alteryx, Python, or SQL programming experience is a plus.
Responsibilities: Manage state & local tax audits by gathering transaction details, preparing workpapers, and developing arguments for submission to the tax authorities. Review and analyze data from various systems for compliance reporting and reverse indirect tax audits. Review and approve compliance reporting and payments. Review journal entries and general ledger account reconciliations specific to tax and fees within scope of work. Assist with the design, improvement, and implementation of process and/or solution capabilities that support indirect tax determination, reporting, and compliance. Assist with preparing tax cash forecast. Exemption certificate management. Managing the preparation and review of the quarterly and annual tax provision including financial statement tax disclosures. Ensuring SOX compliance. Perform tax research as necessary to complete assigned tasks/projects. Monitor changes in US state/local and Canadian indirect tax laws and ensure impact is properly considered and any necessary changes are implemented. Close partnership with cross-functional teams in support of key compliance and filing processes during monthly, quarterly, and year end cycles. Train and develop junior team members. Perform ad hoc projects related to indirect tax. Send resume to
shainnawilliams@lyft.com.
Date Posted: 6/28/2024 (IPT056)
Senior Tax Analyst Indirect Tax (Nashville, Tennessee) - At Lyft, our mission is to improve people’s lives with the world’s best transportation. To do this, we start with our own community by creating an open, inclusive, and diverse organization. Lyft is looking for a talented tech savvy accountant to join our growing Tax Team! As a Senior Tax Analyst, you will report to the Tax Manager and focus on supporting the Company’s indirect tax accounting, compliance, audits, and special projects. You will collaborate with key departments across the organization, including Engineering, Business Operations, Regulatory Compliance, Accounting and Finance.
Qualifications: Bachelor’s Degree in Accounting, Tax or related field with 3+ years of accounting experience in either corporate or public accounting. CPA or CMI designation preferred. Technical knowledge of laws governing Sales and Use Taxes, personal property tax, business licenses/gross receipts tax, and related reporting to tax authorities within the United States, Canada and beyond. Exceptional project management skills are required, with proactive process improvement experience. Able to prioritize workload in order to meet competing deadlines in a fast-paced work environment. Exceptional verbal and written communication skills. Must be comfortable with virtual communications and working with geographically disparate groups. Strong accounting skills, including demonstrated ability in account reconciliation review. Strong computer and technology skills, including proficiency in Microsoft Excel; Alteryx, Python, or SQL programming experience is a plus. Accounting system experience (Oracle, Netsuite or similar ERP). Tax engine experience (Vertex, Onesource, Avalara or similar). Strong attention to detail, yet understand and apply the degree of accuracy necessary for the task at hand.
Responsibilities: Assist and support state & local tax audits by gathering transaction details, preparing workpapers, and developing arguments for submission to the tax authorities. Gather and analyze data from various systems for reverse indirect tax audits. Research state & local tax issues and prepare guidance for internal customers. Gather and analyze data from various systems to prepare state & local tax workpapers. Prepare and enter journal entries. Ensure all indirect tax compliance requirements are met in a timely and accurate manner. Analyze current and upcoming tax regulations and develop strategies to ensure compliance. Prepare and submit tax returns, schedules, and other tax documents as required. Maintain accurate and up-to-date records of all tax compliance documents. Monitor tax laws and regulations for changes that may affect the organization. Collaborate with internal and external stakeholders to ensure compliance with tax regulations. Assist the tax team with data gathering and data processing from sources such as the general ledger, databases and other financial systems. Assist with creating Excel models for various transactions/scenarios. Assist in state & local tax planning and execution. Assist in resolving state & local tax notices. Assist with resale and exemption certificate requests. Assist with ad hoc projects related to indirect tax. Send resume to
shainnawilliams@lyft.com.
Date Posted: 6/28/2024 (IPT055)
Manager, Property Tax Data & Reporting (Denver, Colorado/Hybrid) - The Manager, Property Tax Data & Reporting plays a strategic role in the compilation, conversion, analytics, compliance and reporting of property taxes. The successful candidate must possess both the technical skills required by the position as well as a desire and ability to engage with multiple departments, tax jurisdictions and senior management. This position will be directly involved in all aspects of property tax budgeting, forecasting, compliance, variance analysis and reporting to upper management. The work produced under the direction of this position will be used by multiple areas throughout the company, including Accounting, Asset Management, FP&A, Legal, Operations, and Senior Management. The successful candidate is expected to work independently and leverage business intelligence tools within Brookfield, devising models, reports and projects while streamlining work processes. This position may be regularly asked to interact with Senior Management and must be at ease with a continuous influx of opportunities. The ability to navigate and deliver results within a strict deadline requirement is crucial.
Responsibilities: Take proactive initiative to create models for monitoring current and anticipated property tax expenses. Independently establish and manage the maintenance of the property tax database and associated reports. Routinely distribute these reports. Engage directly with Senior Management, Accounting, FP&A, Asset Management and Operations to address queries related to the disseminated information and handle ad hoc inquiries. Report out on data from a manager-level perspective. Collaborate closely with the Property Tax Department team, including the Senior Vice President (SVP) and Director, to formulate and supervise existing property tax budgets and strategic plans. Transform diverse property tax timelines into both fiscal and calendar year budgets. Take a proactive approach to monitor forecasts, actuals and discrepancies from the budget. Routinely deliver reports on variations and projections through the lens of a manager. Demonstrate an ability to proficiently articulate the analytics utilized. Engage directly with multiple property tax jurisdictions, ensuring the prompt and precise fulfillment of all property tax compliance tasks. This includes the compilation of income and expense (I&E) reports, rent rolls and personal property tax returns. Lead in the proactive planning with management regarding the expansion of areas of responsibility and the increased number of assets under management. Lead the efforts in empowering the Appeal Group by supplying meticulously adjusted income and expense (I&E) statements, rent rolls, stacking plans, comprehensive market research and other tools to ensure a robust and high-quality preparation process for appeals.
Required Qualifications: Bachelor's Degree in Accounting/Finance. 8+ years' experience. Ability to work independently. Ability to assess and develop tracking and reporting models.
Preferred Qualifications: Master's Degree in Business/Finance/Real Estate. CMI/CPA/CMA. Property tax accounting and reporting experience. Financial planning and analysis experience. Send resume to
daniel.ioffe@bpapartments.com.
Date Posted: 6/11/2024 (IPT052)