Tax Associate – Real Estate Property Tax

• Manage property tax filings in multiple states
• File appeals, maintain appeal calendar, and attend hearings
• Navigate Freeport Exemption filings where applicable
• Negotiate with assessors on multi-state portfolios
• Exceed client service expectations
• Manage and motivate staff to achieve desired results
• Master software updates and changes, specifically One Source/PTMS
• Develop and preserve positive relationships with assessors and clients
• Create and update files and records while tracking tax appeal deadlines
• Verify that values fall within established guidelines
• Maintain hearing schedules
• Manage the processing of tax bills timely and accurately
• Participate in team projects by taking ownership of assignments
• Ensure all team matters are completed in a timely manner

• Successful track-record of experience in the real estate Property Tax market
• Able to work in a deadline driven, fast-paced, and dynamic work environment
• Highly detail oriented
• Strong analytical and technical skills
• Ability to work independently with minimum supervision
• Excellent Communication Skills
• 4-year degree, License eligible required
• Desire to pursue CMI
• 1 year of experience with State and Local tax required
• Advanced skills in Microsoft Word and Excel
• Excellent verbal and written communication skills
• Ability to meet travel requirements of the job
• Previous One Source/PTMS software experience is required

Demonstrates expertise in managing property tax filings and appeals across multiple states, with strong analytical skills and proficiency in One Source/PTMS software. Capable of fostering positive relationships with clients and assessors while ensuring timely and accurate processing of tax-related documents.

• Property Tax Management
• One Source/PTMS Software Experience
• State and Local Tax Knowledge
• Analytical Skills
• Excellent Communication Skills

• Property Tax Filings
• Tax Appeals
• Deadline Management
• Data Analysis
• Record Keepi ng
• Tax Bill Processing
• Microsoft Word
• Microsoft Excel
• Freeport Exemption Navigation
• Negotiation Skills

• Detail Oriented
• Team Collaboration
• Client Service Orientation
• Motivational Leadership
• Independent Work

• 4-Year Degree
• License Eligible
• Desire to Pursue CMI

• Real Estate
• Property Tax Market
• Multi-State Portfolios
• Assessors
• Hearing Schedules