College certificate or University Degree in Real Estate, Economics, or related field.
7-10 years of experience in property assessment valuation for commercial/industrial properties.
Thorough understanding of municipal taxation systems.
AIMA designation preferred; MIMA designation or equivalent appraisal experience desirable.
Strong proficiency in Microsoft Word and Excel.
Excellent verbal and written communication skills.
Self-starter with the ability to work both independently and in teams.
Responsibilities
Review client records for potential property tax refunds and procedural recommendations.
Prepare detailed written reports for assessment and taxing authorities.
Manage assigned client accounts and provide periodic status updates.
Conduct on-site inspections of client operations.
Mentor and train Tax Consultants and Tax Managers.
Represent clients in negotiations and hearings with tax authorities.
Collaborate with business development teams to create tailored solutions for clients.
Benefits
Hybrid work environment.
Opportunities for professional development and advancement.
Mentorship in a collaborative setting.
Access to industry-leading resources and tools.
Full Job Description
Position Summary
Review and assess client properties for tax savings opportunities, develop valuation arguments, and prepare client reports. In addition, the Sr. Tax Manager researches and maintains knowledge of tax and assessment laws to successfully represent clients at assessment review board hearings.
Essential Duties and Responsibilities
Reviews client records for Property tax refund potential, credits, deficiency assessments, and procedural recommendations
Prepares written reports supporting DMA's position for assessment and taxing authorities; reviews and submits periodic status reports to clients; prepares Letters of Findings for clients
Responsible for client account management on assigned clients
Updates work-in-process reports
Conducts on-site inspection of client plants and operations
Responsible to mentor, train, and supervise Tax Consultants and Tax Managers in their practice and procedures
Maintains knowledge of Property tax laws, regulations, and court decisions.
Represents clients during negotiations and in hearings with assessment and taxing authorities
Works with assessment and taxing officials to achieve maximum tax savings
Assist Director National Accounts and other business development professionals in scoping and developing customized solutions for new and prospective clients
Education and Qualifications
College certificate or University Degree in Real Estate, Economics, or a related field
7-10 years' prior experience in property assessment valuation methodologies (including ACS costing, income approach and comparative sales analysis), with specific experience in commercial/industrial properties
Thorough understanding of municipal taxation systems
AIMA designation preferred, and MIMA designation or equivalent appraisal experience desired
Self-starter who can function independently and in a team environment
