Property Tax Positions Available
Senior Associate, Property Tax (Atlanta, Georgia or Chicago, Illinois) - 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.
Day-to-day responsibilities: Performing in-depth client, industry, and general market research. Analyzing financial and market data. Contributing to the development of presentations, proposals, and publications. Development of fair market value opinions using traditional business and property valuation techniques such as Discounted Cash Flow, Income Capitalization, Market, and Replacement Cost Approaches. Preparing financial models and analyses for income approach (including DCF), direct comparison approach and cost approach valuation methods. Market, and Replacement Cost Approaches. Preparing and filling administrative appeals and refund claims. Assisting in the preparation of presentation materials for tax hearings. Assisting with preparation of project status reports for clients. Tracking refunds and assisting with preparation of client invoices. Assisting with preparation of tax projection scenarios for pre- and post-acquisition due diligence.
Essential traits: Bachelor’s degree in Accounting, Economics, Finance, Management, Real Estate or similarly related field OR a minimum of 4 years related work experience. Minimum 2 years of property tax related experience. Desire to work towards a professional certification such as ASA, CMI, CFA, MAI or other similar accreditation. Proficient in Excel, Word and PowerPoint. Strong analytical skills. Excellent verbal and written communication skills. Ability to work independently and as part of a team. Strong personal integrity. Ability to travel as necessary. Prior experience in property tax capacity is desired. To apply
click here.
Date Posted: 11/26/2024 (IPT096)
Senior Manager, Property Tax (Atlanta, Georgia; Remote/Virtual) - The Sr. Manager Property Tax position will be responsible for overseeing all aspects of the personal property tax and real estate portfolio including general ledger accounts, audits, appeals and planning. The Sr. Manager will work directly with the property tax manager and staff to ensure that all tasks related to personal property tax compliance process are assigned and properly completed. The Sr. Manager will work with the Property Tax Manager to ensure the proper distribution of assignments and ensure cross training of all recurring tasks. The Sr. Manager will be responsible for the annual planning and budget process for personal and real property tax. To apply
click here.
Date Posted: 11/20/2024 (IPT096)
Senior SALT Property Tax Analyst (Chicago, Illinois - Remote) - As the nation's largest producer of clean, carbon-free energy, Constellation is focused on our purpose: accelerating the transition to a carbon-free future. We have been the leader in clean energy production for more than a decade, and we are cultivating a workplace where our employees can grow, thrive, and contribute. Our culture and employee experience make it clear: We are powered by passion and purpose. Together, we're creating healthier communities and a cleaner planet, and our people are the driving force behind our success. At Constellation, you can build a fulfilling career with opportunities to learn, grow and make an impact. By doing our best work and meeting new challenges, we can accomplish great things and help fight climate change. Join us to lead the clean energy future. The State and Local Property Tax Senior Analyst (“SALT Senior”) supports the property tax compliance function and assists with property tax planning for Constellation’s companies. The property tax compliance function includes accounting support, forecasting, property tax filings and payments. The Property Tax team utilizes a third-party compliance service provider to accomplish property tax compliance tasks. The property tax planning function includes, but is not limited to, property tax negotiations, the identification and implementation of property tax planning opportunities, due diligence support, identification and mitigation of risks, and audit management. The SALT Senior will support the Property Tax manager on various projects, due diligence, appeals, negotiations, and research.
Primary Duties and Accountabilities: Support property tax manager on litigation matters and with negotiations of property tax agreements. Responsibilities include creation of various scenarios and research. Support property tax compliance function to ensure all property tax compliance requirements are timely met. Responsibilities include working with third-party compliance service provider to resolve issues involving missing tax payments, tax bills and notices. Supports provider’s information data requests, the property tax payment process, and reviews tax returns. Assist in identifying property tax planning risks and opportunities, support and assistance in implementation of planning ideas. Support due diligence and various transaction support associated with property tax. Research various taxing jurisdictions’ property tax laws and tax rates. Support various business partners including, but not limited to, legal, accounting, finance, business operations, government affairs, and regulatory teams by providing property tax data. Manage all internal and external information requests related to property tax matters.
Minimum Qualifications: Bachelor’s degree in Accounting, Finance, Real Estate, or related field. At least five years of property tax compliance, consulting, and planning experience.
Preferred Qualifications: Certified Member of the Institute for Professionals in Taxation, property tax designation or other professional certification. PTMS or personal property tax software experience and understanding a plus. Coursework in Appraisal desired. Big-4 experience preferred. To apply
click here.
Date Posted: 11/12/2024 (IPT095)
Sr. Property Tax Associate (Houston, Texas) - EDP Renewables is a global leader in the renewable energy sector and currently operates in more than 25 markets. With eight offices and several sites, at EDP Renewables North America, we are experienced developers and operators of renewable energy. Our portfolio includes wind farms, solar parks, energy storage projects, and green hydrogen solutions throughout the continent. We are ranked among the top 5 in the U.S. in operational renewable energy capacity. Our company is part of EDP, a global energy group present in around 30 markets with a particular emphasis on renewable energies. With more than 45 years of experience, we have been consolidating a relevant presence on the world energy scene based on the commitment to be all-green by 2030, leading the energy transition. With more than 13,000 employees around the world, we are committed to using our energy and heart to drive a better tomorrow. The Property Tax Senior Associate, along with the current Property Tax Senior Associate, is responsible for their assigned property tax compliance and planning function under the direction of the Senior Property Tax Manager. This person will manage relationships with external assessors and local jurisdictions to arrive at negotiated tax values or payments in lieu of Property Taxes. Main responsibilities: Assist in property tax abatement negotiations and similar negotiations. Prepare and file property tax renditions and other related filings for the company’s property tax accounts. Negotiate property tax values of the company’s assets. Evaluate property tax assessments and appeal (approximately 10% of assets are under formal appeal or value of is being litigated at any given time) such assessments as needed. Supervise property tax audits and litigation. Draft and/or review memoranda detailing property tax treatment of specific transactions and their impact to the business. Prepare property tax schedules for accounting, finance, and treasury, for budgets, accruals, and cash projections. Prepare property tax schedules for project modelers on development projects. Assist other Tax Department personnel with research, project review, and other tasks as needed. Additional duties as required. Minimum Requirements: Bachelor’s degree. 5+ years’ experience in analyzing and managing the property tax function for a mid to large size business directly or via a consulting firm. CMI, CPA preferred. Experience in Renewables Industry preferred. Experience in negotiating, securing and administering property tax reductions through informal and formal appeals processes. Ability to value operational assets under multiple methods such as FMV, Cost and an Income approach. Knowledge of state and local property tax reduction and incentive programs. Strong Microsoft Excel skills (knowledge of complex functions and formulas). SAP experience a plus. Understanding of Microsoft products and/or complementing products (Preferred). Competency in Analytical Problem Solving, Strong Communication, Customer/Partner Relationships, and Technology Expertise (Preferred). To apply click here. Date Posted: 9/30/2024 (IPT092)
Senior Consultant, Unclaimed Property Tax (Remote) - Altus Group is looking for a Senior Consultant to join our Unclaimed Property team in our Hunt Valley office (Remote work available). You will be reporting to the manager and director. In this position, you will be handling big clients, independent analysis and work completion. You will manage projects through delegation of duties to consultants and analysts while completing analysis independently on larger projects working directly with management. The senior consultant is also responsible for the training of new staff on concepts and procedures and may assist in process development and thought leadership to ensure the best practices within the group.
Job Responsibilities: Independently analyze data pertaining to unclaimed property consulting matters including but not limited to, liability assessments, state voluntary disclosures, audit defense and/or asset recovery. Effectively implement assigned project duties, including administration of client engagements. Providing instruction & training to others. Corresponding with state administrators, auditors, & clients to gain information and/or explain our methodologies. Reviewing work completed by analysts & other consultants. Knowledge sharing and professional education. Gather and review data necessary to meet project requirements. Research of unclaimed property statutes, industries, specific property types and/or jurisdiction requirements.
Experience and skills required: Bachelor’s degree (Accounting, Finance, or another business-related field preferred, but not required). Minimum 3+ years of experience in unclaimed property consulting. Highly proficient level Excel, Word and Adobe skills. Ability to consolidate and analyze large and complex data sets. Advanced analytical skills. High attention to detail. To apply
click here.
Date Posted: 10/22/2024 (IPT088)
Manager, Complex Property Tax (Remote) - We are looking for a Tax Manager to join our Energy team that is part of our Complex Property Tax department. This role is remote within the US and would be reporting to leadership in our Hunt Valley, MD and Denver offices.
Key Responsibilities: Project management with a focus on client service and retention, Oversees the execution of project scope as performed by consultants and determined by supervisors, Responsible for complex analysis, May be involved with account settlement under the supervision of leadership, Protect, renew, and expand existing clients. Uphold standards for service, Respond to all client requests, Clearly communicate project status and information requests to the client in a way that promotes confidence in Altus’ work product, Communicate analysis results and status to supervisors and clients, Ensure all systems are updated for projected revenue and timing, and staffing of personnel, Execution of project scope through implementation of advanced functions, automation, and other technologies as needed, Clear understanding of valuation concepts and support needed to present a case to an assessor, Review the work product of others to ensure work is performed in accordance with Altus standards and project scope.
Experience and skills required: Bachelor’s degree (Accounting, Finance, or other business-related field preferred, but not required), Ability to supervise others in a positive manner and prioritize subordinates’ workloads, Complex property tax experience required, energy or renewable specific experience preferred, Valuation experience specific to special use industrial facilities, both real and personal preferred, including all approaches to value, Proficiency with Microsoft Excel, Ability to multitask while meeting tight, client-driven and jurisdiction deadlines, excellent organizational skills, attention to detail. To apply
click here.
Date Posted: 10/22/2024 (IPT087)
Tax Consultant Personal Property - Altus Group is currently seeking a Tax Consultant to join their Personal Property Tax business area. This role will ideally be reporting to leadership out of our Hunt Valley, MD, Irvine, CA or Keller, TX office. This can be a remote position for qualified candidates.
Key Responsibilities: Independent analysis and project completion capable of determining next step in projects. Independent analysis of data to assist with scope definition, appeal determination, and/or project completion. Provide recommendations to management for course appeal recommendations and/or next steps of a project or appeal. Once scope is defined, execution of steps to allow for project completion. Implementation and execution of a project plan to meet scope requirements for routine or repeatable projects. Supervise employees, as appropriate, to ensure work completion and communicate analysis results and status to supervisors and clients. Billing and monitoring project profitability. Ensure all systems are updated for projected revenue and timing, and staffing of personnel. Act as a first level resource for new/lesser experience staff for technical and analytical matters. Key Qualifications: Bachelor’s degree (Accounting, Finance, or other business-related field preferred, but not required). 2 + years of relevant experience in personal property tax. Advance level Excel, Word and Adobe skills. Ability to consolidate and analyze large and complex data sets. Advanced analytical skills. High attention to detail. To apply
click here.
Date Posted: 10/22/2024 (IPT086)
Senior Manager Real Property Tax - Altus Group is searching for a Senior Manager in our Real Property Tax division. In this role, the primary areas of focus are client management, highly technical assessment, valuation methodology and case presentation. You will be acutely focused on client communications with the goal of retention, expansion and upselling. You will be expected to persuasively communicate the technical aspects of projects to interested parties including assessors, clients and supervisors (including representing clients at hearings and settlement conferences). You will participate in strategy and execution around sales, marketing, growth, profitability, and develop and execute on goals aligned with the objectives of and understand your individual contribution to the success of the service line and to Altus’s brand.
Key Responsibilities: Manage employees to ensure work performed in accordance with project scope and budget (staffing, process efficiency, assisting with issues), Provide technical instruction and training to colleagues (including reviewing work and giving feedback on work product), Knowledge sharing, networking, conference attendance, and professional education. Support business development goals by identifying and pursuing new clients and retaining and expanding revenue from existing clients. Participate in execution of growth initiatives (new service offerings, sales, marketing, etc.). Build the Altus brand through networking, speaking engagements, published articles, webinars, and other knowledge sharing and thought leadership activities. Execute highly technical research, analysis, and project support that requires extensive service line knowledge. Analyze data to determine scope and action plan for projects. Bill, monitor and improve project profitability. Independently facilitate settlements by attending hearings and/or informal negotiations with jurisdictions. Act as a brand ambassador for all Tax Service Lines externally and internally.
Position Requirements: Undergraduate degree, ideally in Finance, Economics, Accounting or similar. 7-10 years of relevant experience. Advanced property tax knowledge - either personal property or real property. Ability to train internal team members on property valuation concepts. Broad CRE knowledge. Excellent research skills in finding applicable tax legislation for all cases, statutes, and regulations. Ability to identify needs of existing clients. To apply
click here.
Date Posted: 10/22/2024 (IPT085)
Senior Manager Real Property Tax - At Altus Group, we're on the lookout for a dynamic and driven Senior Manager to spearhead our Real Property Tax division. If you thrive in a fast-paced environment, excel at building client relationships, and are passionate about making an impact, this is the perfect opportunity for you. Join a team that's at the forefront of innovation in the real estate industry. At Altus Group, we pride ourselves on fostering a collaborative and inclusive culture where your ideas are valued, and your growth is encouraged. You'll have the chance to work alongside industry experts, expand your skill set, and play a pivotal role in shaping the future of our company.
Key Responsibilities: Cultivate strong relationships with existing clients, ensuring their needs are met and anticipating future opportunities for collaboration and growth. Be the voice of Altus to our clients, effectively communicating project objectives, results, and technical insights in a way that instills confidence and trust. Go beyond transactional relationships to become a trusted partner and advisor to our clients, offering strategic guidance and innovative solutions tailored to their unique needs. Collaborate with clients to define project scope and develop action plans that align with their goals and objectives, ensuring successful outcomes. Keep a close eye on project progress, proactively identifying and addressing any issues or challenges to ensure projects stay on track and deadlines are met. Effectively manage consultant workload across projects, optimizing resource allocation and ensuring the right talent is assigned to the right tasks at the right time. Maintain accurate and up-to-date records of project-related information, ensuring all team members contribute to system updates for enhanced collaboration and efficiency. Advocate for our clients by presenting cases and effectively communicating complex technical matters to stakeholders at various levels, both internally and externally. Use sound judgment and discretion when evaluating settlement offers and making decisions, knowing when to seek input from others and when to take decisive action. Contribute to the development of industry-specific positions and strategies that can be leveraged across client portfolios, staying ahead of industry trends and developments. Collaborate with leadership to support the implementation of department initiatives, providing analysis, project management, and research support as needed.
Key Qualifications: Passion for Progress: Bachelor's degree or equivalent, coupled with a minimum of 5 years of experience in a similar role. Your enthusiasm for real estate and property tax rules is infectious! Expertise in Action: Valuation experience with real estate and a solid understanding of County Assessment & Property Tax Rules. Bonus points for familiarity with ITAM, OneSource, Siger, or database management. Mastery of Communication: Your communication skills are top-notch, whether you're crafting an email, leading a presentation, or negotiating a settlement. You're a natural-born storyteller with the ability to captivate any audience. Project Management Prowess: Juggling multiple projects is second nature to you. You thrive under pressure, keeping your cool while delivering top-quality results on time, every time. Client-Centric Mindset: You're not just in it for the paycheck – you genuinely care about our clients' success. Your ability to connect with people on a personal level sets you apart from the rest. To apply
click here.
Date Posted: 10/22/2024 (IPT084)
Senior Manager, Property Tax (Dallas, TX; Las Vegas, NV; Hoboken, NJ; Boston, MA, Phoenix AZ) – FandlGagnon, LLC
www.fandlgagnon.com has an immediate opening for a Senior Manager to focus on property tax outsourcing and compliance preferably in Dallas, TX; Las Vegas, NV; Hoboken, NJ, Boston, MA or Phoenix, AZ; however, remote positions will be considered.
Job Responsibilities: Sr. Manager level position requires applicants to have strong property tax knowledge, significant property tax compliance experience; exceptional data management skills and organizational skills; an entrepreneurial spirit, and an ability to meet all deadlines, juggle changing priorities to exceed our clients’ expectations. Applicants will support the Property Tax Director to lead and manage the workflow of multi-state property tax outsourcing engagements, audits and appeals and provide consulting to Fortune 500 and middle market companies. Responsibilities require applicant to ensure the timing filing of thousands of personal property tax returns and the processing of related property tax bills. Other responsibilities include staff management and development, tax research and analysis and client development. Applicants will have daily interaction and correspondence with tax authorities, clients, and other team members.
Qualifications: Requirements include an undergraduate degree in finance, economics, or accounting with 7+ years of property tax experience managing property tax compliance. Big 4, Mid-Tier Accounting, or National Consulting Firm experience a plus. Proficiency in the Microsoft 365 Suite (Teams, Word, and Excel) is required. OneSource or other property tax software experience is desired. Alteryx experience a plus. A professional designation, such as CMI, JD, CPA, MAI, ASA, MBA or LLM is preferred. The ideal candidate will be enthusiastic about joining our growing team. They will have exceptionally strong organizational, entrepreneurial, data management, analytical, and research skills. Experience in negotiating with local taxing authorities, a plus. Excellent interpersonal and written communication skills, a must. Some travel required. To apply, please send your resume to
careers@fandlgagnon.com.
Date Posted: 10/17/2024 (IPT083)
Senior Property Tax Analyst (Dallas, Texas or Raleigh, North Carolina) - A member of the S&P 500 Index, Martin Marietta is an American-based company and a leading supplier of heavy building materials – including aggregates, cement, ready-mixed concrete and asphalt. Through a network of operations spanning 28 states, Canada and the Bahamas, dedicated Martin Marietta teams supply the foundational resources upon which our communities thrive. Martin Marietta's Magnesia Specialties business produces high-purity magnesia and dolomitic lime products used worldwide in environmental, industrial, agricultural and specialty applications. At Martin Marietta, we strive to work with the best and the brightest – those who have the potential to become our company's future leaders. Each of our roughly 9,500 people shares a common purpose regardless of their professional role or work environment. Together, we utilize our diverse skills and experiences to drive our company and its extraordinary culture forward. Our aim is to build on our foundation of success and help values-driven and hardworking people realize their full potential. When you decide to invest your career in Martin Marietta, you'll know what it's like to be respected, challenged and rewarded. To learn more about Martin Marietta and our ONE team, visit
careersthatcrush.com. The Senior Property Tax Analyst will support the property tax compliance and strategy for Martin Marietta’s portfolio of properties. This role involves reviewing property tax assessments, preparing and negotiating property tax appeals, and managing property tax audits. The analyst will work closely with internal teams and external consultants to ensure accurate and timely property tax payments and reporting.
Responsibilities: Ensure compliance with local, and state property tax regulations and filing deadlines. Review property tax assessments and prepare appeals for assigned properties. Negotiate value reductions with county appraisers and attend review board hearings as needed. Manage property tax audits and coordinate with auditors to resolve issues. Prepare detailed reports and analyses on property tax liabilities and savings opportunities. Maintain property tax forecasts and monthly accruals. Work with internal departments and external consultants to optimize property tax strategies. 10-20% travel required.
Qualifications: Bachelor’s degree in accounting, finance, or a related field. 5 + years of experience in property tax analysis or a related field. Strong analytical skills, attention to detail, and proficiency in JDE, PTMS property tax software, Microsoft Excel, and Microsoft Word. CPA or CMI certification is a plus.
We offer a highly competitive benefits package, including: Medical, Dental and Vision. Health Care Reimbursement. Dependent Care Reimbursement. Wellness Programs. Employee Assistance Plan. Paid Holidays and Vacation. 401(k) with Company matching. Pension.Short and Long-Term Disability. Life Insurance Packages. Educational/Tuition Assistance Plan. College Scholarship Program – for dependent children. Matching Gift Program. Employee Discount Program. Send resume to
james.nedock@martinmarietta.com.
Date Posted: 10/16/2024 (IPT082)
Real Estate Tax Manager (Indianapolis, Indiana or Los Angeles, California) - Faegre Drinker is actively recruiting a Real Estate Tax Manager to work with our Property Tax Team in our Indianapolis or Los Angeles office. The Real Estate Tax Manager will collaborate with property tax attorneys and other practice group members to resolve state and local tax property tax issues through independent analysis of relevant assessment data, market data and property information and then formulate recommendations to supervising attorney for resolution of client’s property tax issue(s) in an organized and thorough manner. The successful candidate will be expected to research and gather assessment and market data to evaluate real and personal property values, analyze proposed assessments, and interact in client meetings with supervising attorney to begin fact-gathering process. Ideal candidates for this position should have a four-year degree in Business, Finance, or a related field and at least two years’ experience in real estate appraisal or assessment. Additional four years of experience may be substituted for degree. Candidates should also have the ability to understand and apply the cost, income, and comparative sales approaches of real estate appraisal. A current professional Assessor III designation in the State of Indiana or comparable certification/experience in another location and willingness to obtain Indiana designation within two years is a plus.
In addition to the above requirements, candidates should possess: 1. Ability to problem-solve. 2. Excellent interpersonal, verbal and written communication skills, including the ability to communicate effectively in a virtual environment (e.g., via phone, web/videoconference). 3. Ability to concentrate on tasks, make decisions and work calmly and effectively in a high-pressure, deadline-orientated environment. 4. Demonstrated ability to use good judgment in taking initiative while asking for direction or clarification and consulting others, as appropriate. 5. Willingness to be flexible with time and adjust to a changing work environment. 6. Ability to build and maintain positive relationships, both internally and externally, while maintaining a client service orientation. 7. Ability to use sound judgment and discretion in dealing with highly confidential information. 8. Ability to maintain regular attendance and work regularly scheduled hours. 9. Ability to take direction and accept supervision. 10. Demonstrate ability to work independently, organize and accurately prioritize work, be detail-oriented, understand when urgency is required and use good judgment in varied situations. 11. Ability to work effectively with co-workers in a team-oriented, collaborative environment. The anticipated initial annual salary range for someone who is hired into this position is $90,000 – $130,000. Actual initial salary may be above or below the above-identified range and will be based on the relevant skills, training, experience, and other job-related factors, including the location of where the position is filled and consistent with applicable law. The initial salary range listed above is just one component of Faegre Drinker's total compensation and benefits package for attorneys, which includes, but is not limited to, productivity and discretionary bonuses; life, health, accident and disability insurance; and a 401(k) plan. Faegre Drinker is a top 50 firm designed for clients with more than 1,300 experienced attorneys, consultants, and professionals in 21 locations across the United States, United Kingdom and China. If you are looking for an opportunity with a growing, collaborative firm, please apply online and include your cover letter, resume and undergrad transcript. Please contact/send resume to
Sarah Nestle or
apply here.
Date Posted: 10/7/2024 (IPT079)
Property Tax Manager (Dallas, Texas) - Welltower, an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties. The Property Tax Manager will be responsible for capturing, maintaining, and analyzing all real estate tax aspects of the Welltower’s US & Canadian asset portfolio. The Property Tax Manager will also be responsible for strategically working with internal stakeholders and external third parties with an emphasis on obtaining fair real property valuations along with mitigating real estate tax liabilities.
KEY RESPONSIBILITIES: Responsible for providing real estate property tax planning for the Company’s merger, acquisition, and disposition activities. Support the Investment Teams through the preparation of real estate tax projection reports related to acquisitions and construction pipeline. Maintain a master list of the Welltower US & Canadian asset portfolio with real estate data metrics. Maintain a master calendar for appeal due dates, assessments data, and real estate tax due dates. Partner with operators to develop and maintain a strategic real property tax minimization program. Work directly with third party consulting firms to negotiate favorable market engagements. Manage the real estate tax savings process related to Outpatient Medical and Senior Housing operating portfolio. Represent Welltower and negotiate directly with local taxing jurisdictions. Capture all real estate data metrics from operators for all US & Canadian assets. Manage a real estate tax database for Company assets and provide real estate tax information to internal stakeholders. Respond timely to all real estate tax notices and requests. Develop real property tax reports for Company assets utilizing appropriate data analytic tools with a focus on real property market valuations. Assist with real property tax budget & forecasting for Company assets. Monitor and advise on regulatory and legislative changes to real property taxes effecting the Company’s assets. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Some out-of-area and overnight travel may be expected.
MINIMUM REQUIREMENTS: 5-8 years of real estate tax experience or property valuation experience. Experience working with multiple legal entities in an M&A environment is highly preferred. Healthcare real estate asset experience helpful but not required. Bachelor’s degree in Accounting, Business, or related field is required. CMI or professional designation desired. MBA or Master’s degree in related field desired. Applicants must be able to pass a pre-employment drug screen.
WHAT WE OFFER: Competitive Base Salary + Annual Bonus. Generous Paid Time Off and Holidays. Employer-matching 401(k) Program + Profit Sharing Program. Student Debt Program – we’ll contribute up to $10,000 towards your student loans! Tuition Assistance Program. Employee Stock Purchase Program – purchase shares at a 15% discount. Comprehensive and progressive Medical/Dental/Vision options. To apply
click here.
Date Posted: 9/18/2024 (IPT073)
Indirect Tax Manager (Cambridge, Massachusetts) - As an Indirect Tax Manager, your challenge will be to leverage your analytical and technical capabilities while bringing persistence and enthusiasm to provide the utmost adherence to Indirect Tax and supporting the accounting function. You will continually expand your expertise in Indirect Tax and Accounting as well as demonstrate your abilities to bring superior accounting and indirect tax leadership to Philips. This position will report to Cambridge as a part of the Group Tax Function on a hybrid schedule (3 days a week in office). You will be responsible for supporting several high-volume businesses across the United States in the health technology industry. You must be able to respond quickly and maintain a high sense of urgency to ensure integrity and accuracy to support the companies for which you are responsible. You will also be responsible for building a network across the Philips organization as well as with external third-party support teams to leverage best- in-class results. To excel in this role, you should be able to constantly challenge yourself and others to achieve and surpass the goals of the team. Your
role: Act as the primary consultant and resource for indirect tax questions for the business units you will support, managing and ensuring the preparation and data review of the transaction tax filings by the third-party vendor, including sales and use tax, personal property taxes, gross receipt taxes, unclaimed property, and business licenses. Act as primary liaison with third-party vendors and business units to ensure compliance with state and local laws. This role will be responsible for identifying, reviewing, calculating, and maintaining provisions as needed w/ support of audit manager. Review monthly tax accruals for accuracy and work with accounting units as needed for proper reconciling of tax accounts while building a relationship with the business units you are responsible for to ensure tax reporting and compliance meets company Key Performance Indicators (KPIs) and reported as required. Performs nexus analysis annually and perform registration updates as needed. Understand and prepare projections for indirect tax accruals and payments against budget extract data from financial systems and compliance files for indirect tax audit needs. Working with business units’ teams to assure taxability on sales and purchasing functions correctly. Participate in ERP system’s design, maintenance, and implementation related to indirect tax matters to ensure compliance, enhance efficiency, and minimize exposure, identifying and implementing Indirect Tax planning opportunities. Research and document sales and use tax issues and keep current on transaction tax developments, maintaining documentation in accordance with SOX requirements, while ensuring processes are in place to obtain sales tax exemption certificates and periodically audit those processes for compliance.
You're the right fit if: Bachelor’s degree in accounting or finance required. MST and/or CPA/CMI preferred., knowledge of SAP and Vertex O Series preferred. 7+ years of experience in a large corporate environment and or public experience preferred. Knowledge of HRS Pro Unclaimed Property software, experience with Unclaimed Property required and knowledge of US Indirect tax laws/regulations. Able to work under critical time constraints and excellent analytical, organization, planning and communication skills. You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this Office/Remote position. Philips is a health technology company. We built our entire company around the belief that every human matters, and we won't stop until everybody everywhere has access to the quality healthcare that we all deserve. Do the work of your life to help improve the lives of others. To apply
click here.
Date Posted: 9/16/2024 (IPT072)
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)