Managing Director, Property Tax

Overview

The organization is seeking a Managing Director responsible for the financial performance and operations of a regional office or practice. This role leads a team that provides property tax services to clients, including managing processes and personnel that support Real Estate assessment reviews and delivering other state and local tax consulting services.

Responsibilities

• Participate in talent acquisition for the team, helping add top talent
• Provide leadership, direction, and coaching to motivate team members, support career development, and achieve optimum performance
• Ensure the operation adopts and adheres to best practices and client service principles for both leadership and team members
• Drive team activities focused on prudent financial management, with a goal of profit margin enhancement
• Meet established goals on production and revenue generation from assigned client accounts
• Participate in production/revenue forecasting, financial modeling, strategic planning, and budgeting as requested
• Support growth of the office, region, and division from both market-share and financial perspectives
• 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 positions with State and Local taxing authorities
• Review and submit periodic status reports to clients; prepare Reports of Findings and other general correspondence
• Use valuation models and templates for property valuation, fixed asset reconciliation or classification; determine prior methodologies; identify exemptions and abatements
• Identify and report potential tax savings opportunities
• Attend on-site inspections of client property (plants and operations)
• Participate actively in business development, including identifying, scoping, and developing customized solutions for new and prospective clients; meet with potential prospects and communicate other service lines to prospects
• Manage assigned client accounts by developing, sustaining, and enhancing relationships with clients and prospects
• Participate in tax community events and forums as a public speaker, panelist, or representative of the organization to increase marketplace awareness and facilitate educational opportunities
• Assist with the production and invoicing process
• Track and monitor relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, and mailing & payment dates for tax bills
• Research and follow industry/market activity and trends in assigned geographic areas
• Research and follow state and local tax issues, legislation, and court cases

Requirements

• Bachelor’s degree in Accounting, Real Estate, Finance, Economics, or a related field
• 12+ years of 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 ability
• Organizational, research, and interpersonal skills
• Proven ability to direct and manage staff
• Ability to multi-task and prioritize projects and deadlines
• Valid driver’s license

Physical Requirements

• Ability to hear, understand, and distinguish speech and/or other sounds
• Prolonged periods of sitting at a desk and working on a computer
• Travel as required (approximately 25–50%)

Compensation & Benefits

• Total compensation range: $190,000–$240,000 (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

Regional office or practice (specific location not provided in the posting).

Equal Employment Opportunity

The organization is an equal employment opportunity employer and committed to providing equal employment opportunities to applicants and employees. No discrimination is made in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law.

Accommodations

The organization provides reasonable accommodations for qualified individuals with disabilities. If you need assistance applying or need an accommodation during any part of the application process, request support through Human Resources.