The Role and Overview of Responsibilities:The Commercial property tax consultant will be tasked with overseeing property tax appeals on a portfolio of commercial properties throughout the administrative appeal process from informal discussions to formal ARB Hearings. The ideal candidate will have a proven track record of individual success in Commercial property tax appeals and cross functional collaboration. Additional desired capabilities include analytical and problem-solving skills, strong people skills, a strong bias for action, and a natural inclination to continually showcase grit, passion, and resilience to do whatever it takes to achieve the best results for our clients.
ResponsibilitiesProperty Tax Consulting- In-depth evaluation of CRE properties across many geographies for appeal with an eye for innovation and automation opportunities
- Support operations in the onboarding of new clients and filing of appeals as needed
- Informal, Formal, Arbitration, Litigation - whatever it takes to get the best results for our clients
- Training and enforcing procedures with the team to get best-in-class results for our clients
- Acts as jurisdictional subject matter expert in managing all aspects of commercial property taxes and the appeal process.
- Communicates new issues, legislative changes, and training opportunities internally and to clients as needed.
Business Personal Property- Prepare and file annual business personal property renditions across jurisdictions, tracking varying deadlines, extension rules, and penalty structures
- Review and analyze client fixed-asset schedules and depreciation to ensure assets are correctly classified, valued, and reported Identify and remove ghost/phantom assets and apply appropriate depreciation and obsolescence to minimize taxable value
- Surface and pursue applicable BPP exemptions and special treatments (e.g., Freeport, goods-in-transit, pollution control, interstate commerce) Challenge inflated BPP assessments through informal reviews and formal ARB hearings
- Serve as Ownwell's subject matter expert on BPP rules, rendition requirements, and legislative changes across jurisdictions
Cross-Functional Collaboration- Work with sales and marketing to pitch, demonstrate, and close potential clients. This includes help with analysis, estimates, resources, and speaking with potential clients.
- Work with operations to manage clients properties in our system, ensure timely evaluation and support appeal filing.
- Work with engineering to improve all aspects of our software and automation in the appeal pipeline.
- Ability to think outside the box and not do everything the traditional way. Continuous improvement and rethinking what is possible.
- Work with client success to support our clients, answer questions, and obsess over our customers driving best in class service with best in class results.
Requirements- 5+ years of experience in commercial property tax, with an emphasis on BPP, with a proven track record of achieving industry-best results for clients
- A strong working knowledge of property tax laws and regulations around BPP, with an ability to ensure appropriate application to minimize tax liabilities for clients.
- A deep understanding of the real estate valuation methodologies and how they vary by property type and how tax code varies by jurisdiction, to achieve the best results.
- Strong business acumen with an ability to identify potential roadblocks, and formulate and implement effective solutions to reach desired business outcomes.
- Ability to prioritize tasks, work on multiple assignments, and manage ambiguity with confidence.
- Excellent written and verbal communication skills.
- Experience with high-value Commercial Tax Appeals or experience at a Commercial Tax Firm.
- Experience with filing business personal property renditions and handling property tax protests
- Bachelor's or Master's degree in business, finance, economics, accounting, or real estate.
- Appraisal experience with professional designations like MAI, CCIM, and CMI is strongly preferred but not required.
Individual competencies- Ownwell core values reflect your ethos.
- You care about Ownwell's mission and making an impact for all types of property owners.
- You are passionate about what you do and bring a thoughtful perspective to the function of Property Tax as well as overall organization.
- Your previous managers had to slow you down, not speed you up.
- You have a strong execution orientation.
- Working with thoughtful velocity is a part of your leadership principles
- Like us, you love reducing property taxes for clients
Ownwell offerings- Entrepreneurial culture. Own your career; we are here to support you in the journey.
- Access to First Round Network to build your community outside of Ownwell.
- Flexible PTO. We believe in giving you the flexibility to own your time off. In addition to flexible time off, you will get 11 company holidays. We offer the last week of the year to recharge and reset.
- Competitive health benefits. We care for you and your family's health, as reflected in our benefits coverage.
- Learning support through a $1,000 stipend per year to enable investing in your individual learning needs.
- Supporting parental journey. We offer up to 16 weeks of fully paid parental and bonding leave to support your journey as a new parent.
- As applicable complimentary real estate and tax consulting licensing and renewal
