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.
Duties and Responsibilities:
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, 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:
University Degree, College Diploma, or equivalent in Accounting, Finance, Business Administration, Economics, Real Estate, Business Management, or other degree with MBA, MST or JD required and at least 2 years property tax related experience required. Candidates with appropriate valuation designations preferred.
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.
Certificates and Licenses:
Valid driver's license required.
Requires limited supervisory responsibilities, including training employees, assigning work, and checking work for accuracy and completeness.