The Property Tax Manager (“Manager”) leads a team of Consultants to deliver compliance, appeals, and consulting services for assigned clients. The Manager maintains existing client relationships and focuses on property tax management and minimization opportunities. This includes enforcing policies, standards and guidelines, researching tax issues, reviewing and signing tax returns, reviewing valuations of real and personal property, reconciling databases, preparing and presenting assessment appeals and supporting litigation.
Duties and Responsibilities:
- Ensures team compliance with company 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.
- Serves as principal contact for client activity.
- Manages practice group needs (equipment, supplies, software, training, etc.).
- Manages personnel (assignments, position requests, etc.).
- Maintains property tax calendar.
- Manages the preparation, review, and processing of renditions, assessment notices, and tax bills.
- 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.
- Approves tax bills for payment.
- Assists clients with accruals, budgets, and forecasts.
- Manages all aspects of the appeal process (informal, formal, litigation), and reports status and results to client.
- Assists with client billing and collections, financial forecasting, and bonus allocations to appropriate group members.
- Communicates new issues, legislative changes, training opportunities, and client needs and strategies.
- Pursues and maintains professional designations (e.g., CMI, MAI, ASA).
- Develops new clients, maintains existing clients and broadens practice scope.
- Participates actively in professional organizations.
- Performs other duties as assigned.
Education and Experience:
Bachelor’s degree or equivalent in Accounting, Business Administration, Engineering, Finance/Economics, or Real Estate required; Master’s degree preferred and four to six years property tax related experience. This position requires strong negotiating skills.
To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.