Overview
This role involves assisting and supporting team members in performing Real Estate and/or Business Personal Property assessment reviews to achieve maximum tax savings and provide state and local tax consulting services.
Candidates must be located in or willing to relocate to Texas.
Responsibilities
- Support team members in the assessment review process, including representing clients during appeals and hearings with state and local taxing authorities
- Prepare reports and analyses supporting the organization's position for taxing authorities
- Review and submit periodic status reports to clients; prepare Reports of Findings and other correspondence
- Use templates or valuation models for property valuation, fixed asset reconciliation or classification
- Determine clients’ prior methodologies, identify exemptions and abatements, and report potential tax savings opportunities
- Attend on-site inspections of client properties (plants and operations)
- Assist business development professionals in identifying, scoping, and developing customized solutions for new and prospective clients
- Research, collect, and populate the review management system with new cases, client assessment details, property or fixed asset data, and jurisdictional tax information
- Assist in production and invoicing processes
- Track and monitor jurisdictional deadlines related to return filings, audits, appeals, protests, mailing, and payment dates for tax bills
- Research and follow industry or market activity/trends in assigned geographic area
- Research and follow state and local tax issues, legislation, and court cases
- Perform duties under supervision while handling less material matters independently
- Perform other duties as assigned
Requirements
- Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or related field
- 1-3 years of professional experience; property tax, valuation, or accounting preferred
- Intermediate knowledge of Microsoft Word and Excel
- Ability to work independently and as part of a team
- Excellent verbal and written communication skills
- Strong problem-solving, organizational, research, and interpersonal skills
- Ability to multi-task and prioritize projects and deadlines
- Valid driver’s license
Compensation & Benefits
- Eligibility for employee stock ownership program starting on day one, with a targeted contribution of 6% of annual compensation
- Company-paid parental leave
- Generous time off package
- Multiple benefit plans with eligibility beginning on day one
- Focus on work/life balance, mental health, and overall employee wellness
Location
- Position requires candidates to be located in or willing to relocate to Texas
Equal Employment Opportunity
The organization is an equal employment opportunity employer committed to providing equal employment opportunities without regard to race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category protected by law. Reasonable accommodations are available for qualified individuals with disabilities during the application process.