Overview
The organization is seeking a Director responsible for providing property tax services to clients. This role manages processes and personnel involved in Real Estate and/or Business Personal Property assessment reviews, with the goal of maximizing tax savings and delivering other state and local tax consulting services.
Candidates must be located in the Boston, MA area for this position.*
Responsibilities
- Participate in talent acquisition for the team to add top talent
- Provide leadership, direction, and guidance to coach, motivate, and lead team members to optimal performance and career development
- Ensure the operation’s adoption of, and adherence to, best practices and client service principles—for self and team members
- Focus team activities on prudent financial management, with a goal of profit margin enhancement; meet production and revenue generation goals from assigned client accounts
- Participate in production/revenue forecasting, financial modeling, strategic planning, and budgeting as requested
- Assist in growing office, region, and division from a market-share and financial perspective
- Provide client service 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 State and Local taxing authorities; review and submit periodic status reports to clients; prepare Reports of Findings and other general correspondence for clients
- Use organization templates or valuation models for property valuation, fixed asset reconciliation or classification; determine clients’ prior methodologies; identify exemptions and abatements; identify and report potential tax savings opportunities
- Attend on-site inspection of client property (plants and operations)
- Participate in business development activities, including identifying, scoping, and developing customized solutions for new and prospective clients; meet with potential prospects; communicate other service lines to prospects
- Manage assigned clients by developing, sustaining, and enhancing relationships with clients and prospects
- Participate in tax community events and other forums as a public speaker, panelist, or representative to create marketplace awareness and facilitate educational opportunities for clients and prospects
- Assist in the production and invoicing process
- Track and monitor jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, and mailing & payment dates for tax bills
- Research and follow industry or market activity/trends in the assigned geographic area
- Research and follow state and local tax issues, legislation, court cases, etc.
Education & Qualifications
- Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or a related field
- 10+ years professional experience; property tax, valuation, or accounting preferred
- Advanced knowledge of Microsoft Excel, Outlook, and Word
- Ability to work independently and as part of a team
- Excellent verbal and written communication skills, demonstrated problem-solving
- Organizational, research, and interpersonal skills required
- Proven ability to direct and manage staff
- Ability to multi-task and prioritize projects and deadlines
- Valid driver’s license
Preferred Qualifications
- Property tax, valuation, or accounting experience
Compensation & Benefits
- Total compensation range: $180,000–$250,000, depending on qualifications, experience, and skills
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution targeted at 6% of annual compensation)
- Company paid parental leave
- Generous time off package
- Multiple benefit plans; eligibility begins on day one of employment
Location