Tax Manager, Property Tax (Strategic Valuation Services)

Overview

This role involves conducting detailed reviews of clients’ property tax data at the state and local level while providing consulting services. Responsibilities include leading complex personal property compliance projects and assessment reviews for machinery and equipment used in industrial manufacturing, mining, oil & gas, communication, and energy property. The position also supports implementation of tax savings recommendations and strategies, including participation in business development efforts.

Responsibilities

• Conduct property tax reviews for clients
• Prepare written reports supporting the organization’s position for taxing authorities
  • Review and submit periodic status reports to clients
  • Prepare Letters of Findings and tax summary data for clients
• Work with state and local tax officials to achieve optimal tax savings
• Manage assigned client accounts
• Stay current on state and local laws, court cases, statutes, and regulations
• Conduct industry and economic research (e.g., research comparable companies, review financial statements) to identify opportunities for clients
• Conduct physical inspections of manufacturing, communication, energy, mining, and oil & gas facilities and meet with on-site management
• Assist with updating WIP reports and forecasting
• Represent clients during audits and in hearings with taxing authorities
• Participate in business development as needed
• Assist Directors and Sr. Tax Managers and other business development professionals in scoping and developing customized solutions for new and prospective clients
• Manage, coordinate, and review activities of Tax Analysts and Sr. Tax Consultants
• Research complex tax issues and identify opportunities for alternate reductions
• Identify additional tax savings avenues for clients on an ongoing basis

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, Industrial Engineering, or related field; coursework in Appraisal desired
• 5+ years of experience in property tax consulting, appraisal, or related field
• Advanced knowledge of Microsoft Office suite, specifically Excel
• Organizational and interpersonal skills
• Excellent verbal and written communication skills
• Ability to meet travel requirements of the job—25% at a minimum
• Valid Driver’s License

Compensation & Benefits

• Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is 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

• Travel: 25% at a minimum