Overview
This role leads and manages property tax compliance, planning, and consulting services for clients with multi-state operations. Responsibilities include technical research, client advisory work, dispute resolution, process development, and team leadership.
Responsibilities
- Lead and manage property tax compliance, planning, and consulting services for clients with multi-state operations
- Oversee the preparation, review, and timely filing of business personal property tax renditions in accordance with local jurisdiction requirements
- Advise clients on property tax strategies, including assessment reviews, valuation disputes, and exemption opportunities
- Represent clients in appeals and negotiations with local tax authorities to resolve disputes and reduce assessed liabilities
- Provide strategic guidance to minimize property tax burdens through proactive planning and compliance management
- Conduct technical research on jurisdiction-specific property tax laws, regulations, and valuation methodologies
- Develop and implement property tax compliance processes to ensure accuracy, efficiency, and risk mitigation
- Lead development of thought leadership related to property tax trends, law changes, and audit activity
- Mentor and manage high-performing teams, including training, support, and performance development to junior staff
- Collaborate with clients to implement best practices for property tax technology data management, documentation, and appeal strategies
Requirements
- Bachelor’s Degree in Accounting, Tax, Finance, Business, or related discipline
- Minimum 12 years of property tax experience with a focus on compliance, consulting, and valuation issues
- Minimum of 7 years in a managerial role involving clients and team members
- Proven ability to generate leads, build relationships, and secure clients
- Expertise in tax reporting, research, and planning on a multi-state level
- In-depth knowledge of property tax assessment procedures, valuation methodologies, and appeal processes across multiple jurisdictions
Preferred Qualifications
- Certified Member of the Institute of Professionals in Taxation (CMI), JD, CPA, MAI, Texas Senior Property Tax Consultant, Indiana Level III Assessor-Appraiser
- Experience with complex property taxpayers (i.e., heavy industrial manufacturing, power and utilities, telecom, oil and gas, etc.)
- Public accounting experience, especially Big 4
- Proficiency in property tax software (e.g., PTMS, Avalara, ONESOURCE Property Tax), GIS systems, and data analytics tools such as Power BI, Alteryx, or advanced Excel for technology-driven process improvements
Compensation & Benefits
Compensation range by location:
- For Colorado residents: $177,200-$241,400
- For Washington residents, Illinois residents, New York residents, and Southern California residents: $194,900-$265,600
- For Northern California residents: $203,800-$277,700
Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Benefits include:
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Location
- Positions based in San Francisco: consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
- Individuals working within the City of Los Angeles: qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.