Overview
This role involves conducting property tax reviews for assigned clients and owning account management for those clients. Responsibilities include analysis and consulting for complex personal property compliance projects and assessment reviews of machinery and equipment for industrial manufacturing, mining, oil & gas, communication, and energy property. The position also supports implementation of tax savings recommendations and strategies, and leads business development.
Responsibilities
- Coordinate the majority of client management during and after the review process
- Develop and maintain long-term client relationships, including expanding services and/or cross-selling as appropriate
- Partner with internal business development groups to identify and develop property tax opportunities
- Conduct physical inspections of manufacturing, energy, communication, mining, and oil & gas facilities and meet with on-site management
- Present findings and make recommendations to clients
- Communicate with state and local taxing authority personnel to resolve issues through negotiations, appeals, and board hearings as necessary
- Maintain current knowledge of real and personal property tax laws, rules, regulations, and court decisions
- Perform detailed industry and economic research (e.g., researching comparable companies and reviewing financial statements) to identify potential tax savings opportunities
- Maintain a general understanding of other service lines to support cross-selling
- Proactively research complex tax issues and convey this information to the SVS group and regional personnel as needed
- Participate in Tax Community Events and regional and national conferences as a speaker or panel member
- Coordinate and review the work of Analysts, Consultants, and/or Tax Managers
- Assist the Director with National Accounts and other business development professionals in scoping and developing customized solutions for new and prospective clients
- Perform other duties as assigned
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, Real Estate, or related field (Master’s or CPA preferred)
- 7+ years of property tax consulting, valuation, or related experience, with demonstrated leadership responsibilities
- Advanced proficiency in Microsoft Excel, Word, and Outlook; experience with valuation models preferred
- Strong analytical, communication, and negotiation skills
- Proven ability to manage multiple projects and lead teams effectively
- Ability to travel 25–40% as required
Preferred Qualifications
- Master’s degree or CPA
- Experience with valuation models
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
- Regular, 40 hours/week work schedule
- Travel: 25–40%
Work Environment & Physical Requirements
- Prolonged periods of sitting and computer use
- Ability to hear, understand, and distinguish speech and sounds
- Frequent repetitive motions with hands
- Ability to lift up to 20 pounds
Equal Employment Opportunity
The employer is an equal employment opportunity employer and is committed to providing equal employment opportunities to applicants and employees. The organization does not discriminate 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.
Accommodation
Reasonable accommodations are available for qualified individuals with disabilities. If you need assistance applying or need to request an accommodation during the application process, contact Human Resources.