Senior Analyst Real Estate Tax in Fishers

Senior Staff Analyst Real Estate Tax

Location:

Fishers, IN Salary: USD $75,000/yr $85,000/yr + Benefits Direct Hire - Full Time

Job Description:

As a Senior Real Estate Tax Analyst, you will maintain existing client relationships and focus on business personal property tax and incentive planning opportunities. This includes enforcing policies, standards and guidelines, researching issues, reviewing business personal and assessable property taxes and filings, maintaining company workpaper databases, segregating and auditing fixed assets, and the preparation of renditions and complex returns. Preparing for appeals and supporting documentation as necessary.

You will also research available incentives, present and negotiate incentive requests, and document secured benefits and findings to help our clients receive and save money.

• Compliance with Firm policies and practice guidelines to ensure they are meeting set company standards.
• Manage and monitor all aspects of real estate tax portfolios ensuring they are accurate and meeting deadlines.
• Will provided detailed analysis of assigned real estate properties looking for opportunities to appeal real estate valuations.
• Will develop comprehensive, hearing ready documents to support all appeals that may be filed on a client's behalf.
• Develop client workplans and schedules for associated project deliverables to ensure work is completed prior to deadlines.
• May inspect properties, where required, to gather additional information and ensure we are getting accurate asset valuations.
• Assist with managing client communication, prepares and assist with conducting client presentations, and respond in a timely manner to ensure we are exceeding the clients expectations.
• Review and reconcile client data and identify tax issues to research in an effort to save money for clients
• Manage own assignments, while fostering a team environment that demonstrates support of firm management and decisions while building a positive culture of collaboration.
• Ability to review the work of peers and offer constructive feedback.
• Manage all aspects of the appeal process (informal, formal, and litigation) and report status and results to firm management.
• May participate in business development and recruiting activities.

• Education:
  
  A bachelors degree in accounting or finance preferred, Will consider degrees in Business Administration or Mathematics with related business real estate tax experience
• Certification:
  Indiana Level III certified tax representative certified.
• Experience:
  
  a minimum of 5 years in real estate tax with at least 2 years at the Senior Analyst level.
• Functional
  
  Skills:
  
  Excellent planning, organization, and executing skills; strong analytical, problem-solving, and multi-tasking; direct experience in moving from project to project, priority to priority on a daily basis; excellent thoroughness, attention to detail, with the ability to work well within tight due dates and meet deadlines well ahead of calendared dates.
• Technology Aptitude/
  
  Skills:
  
  Advanced Microsoft Office Skillset in Excel, Word, Adobe, Outlook, Strong background with property tax systems preferred (i.e. Karbon, PTMS, Appeal Track, etc.)