Overview
This role manages all aspects of the property tax compliance process, with a specialization in complex and centrally assessed property at the state and local levels. The position supports clients across utility, power generation, communications, data center, oil & gas, industrial manufacturing, and mining industries.
Work includes overseeing return preparation and review, developing client relationships, supervising team members, and leading strategy for complex multi-state compliance engagements—particularly for utility and energy-sector clients, telecommunications infrastructure, and large-scale data center portfolios (including technology assets, network infrastructure, power systems, and other high-value personal property).
Responsibilities
- Prepare and review complex property tax returns and workpapers, including centrally assessed, utility-specific, and complex personal property filings.
- Oversee preparation of unitary and multi-state filings for utility, communications, power generation, and data center clients.
- Review workpapers and returns prepared by team members and provide technical guidance.
- Advise on asset classification and reporting for utility, communications, and data center property, including generation, transmission, distribution, network, and technology infrastructure assets.
- Evaluate and apply state-specific utility apportionment methodologies and complex sourcing requirements.
- Review reconciliation of property tax returns to fixed asset systems and, where applicable, regulatory filings (e.g., FERC or state commission reports).
- Review and analyze technology asset inventories, including servers, storage equipment, network infrastructure, power distribution equipment, and other data center personal property.
- Perform industry and economic research, including utility, telecommunications, and data center sector trends and valuation considerations.
- Manage property tax calendars to ensure timely filings and payments.
- Oversee tracking of notices, assessments, audits, and tax bills.
- Review funding requests and ensure proper cash management for client accounts.
- Manage client relationships, including utility, energy, telecommunications, and data center portfolios.
- Lead or support new client implementations, including large-scale utility, communications, and data center engagements.
- Participate in business development by scoping work for complex compliance, consulting, and appeal engagements.
- Lead or support appeals, valuation discussions, and negotiations for utility, data center, communications, and centrally assessed properties.
- Represent clients during audits, informal reviews, and formal appeals proceedings.
Non-Essential Responsibilities
- Mentor, develop, and train team members.
- Collaborate with other service lines to support shared clients and multidisciplinary engagements.
- Assist leadership with strategic initiatives, process improvements, and special projects.
- Support recruiting, interviewing, and onboarding activities.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, Mathematics, Engineering, or related field.
- 5+ years of property tax experience.
- Prior supervisory or team leadership experience.
- Strong understanding of utility asset structures, fixed asset accounting, technology infrastructure, and apportionment methodologies used in centralized filings.
- Advanced Excel and Microsoft Office skills.
- Experience with property tax software (PTMS, OneSource, PowerPlan, or similar systems).
- Strong leadership, organizational, analytical, and communication skills.
- Ability to meet travel requirements.
- Valid driver’s license.
Preferred Qualifications
- Experience managing utility, energy, communications, data center, or centrally assessed property tax engagements.
- Experience with data center property tax compliance, including reporting of servers, networking equipment, storage systems, and power infrastructure.
- Familiarity with FERC or state utility regulatory reporting.
- Experience managing multi-state compliance engagements and complex client portfolios.
Compensation & Benefits
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
- Company paid parental leave
- Generous time off package
- Multiple benefit plans (eligibility begins on day one of employment)
Location
Travel may be required.