Senior Tax Manager - Real Estate; CMI

Responsibilities

• Monitors team compliance with Firm policies, practice guidelines, and standards.
• Manages and monitors all aspects of the annual property tax cycle for assigned real and personal property portfolios.
• Develops client workplans and schedules for associated project deliverables.
• Inspects properties, where required.
• Obtains and reviews assessor worksheets and property records, where required.
• Prepares independent target values for each property assigned using appropriate valuation methodology.
• Prepares and conducts client presentations.
• Reviews and reconciles client data and identifies tax issues to research.
• Responds to client inquiries and requests from assessing agencies in a timely manner.
• Serves as principal contact for client activity.
• Manages personnel (assignments, position requests, etc.) while fostering a team environment that demonstrates support of firm management and decisions while building a positive culture of collaboration and mentoring staff.
• Manages the preparation, review, and processing of all client reporting requirements.
• Manages and assists in the preparation of abatement and exemption applications.
• Manages all aspects of the appeal process (informal, formal, and litigation) and reports status and results to the client and firm management.
• Manages deadlines and work needed to meet said deadlines.
• Reviews and approves client tax bills for payment, where required.
• Assists clients with accruals, budgets, and forecasts.
• Assists with client billing and collections and company financial forecasting.
• Communicates new issues, legislative changes, training opportunities, and client needs and strategies.
• Maintains existing client relationships and broadens practice scope.
• Pursues and maintains professional designations (i.e., CMI, Indiana Level III, CPA, etc.)
• Participates actively in professional organizations.
• Performs other duties as assigned.

• Bachelor’s degree in accounting, finance, mathematics or business administration.
• 5 years of experience in Real Estate Tax consulting
• Indiana Level III certification required, CMI certification strongly preferred.
• 3 years of previous experience managing people
• Willingness to learn new concepts/skills
• Microsoft Office Suite
• Advanced proficiency in Microsoft Excel (Ability to work with a large volume of data to perform VLOOKUPs and pivot tables, experience with complex formulas preferred)
• Familiar with Karbon project management software and Appeal Track a plus.