Tax Senior, State and Local Tax - Property Tax

Tax Senior, State and Local Tax - Property Tax

Houston, TX, United States

The STS Tax Senior, State and Local Tax - Property Tax applies industry knowledge and experience to clients by assisting in providing advice related to property tax implications of their business objectives, recommend alternate courses of action, as well as identify different methods of complying with tax regulations. Additional, the Property Tax Senior Associate is responsible for applying knowledge to understand potential tax issues, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, recognizing and communicating potential risks, identifying potential changes in the tax policy and applying new policies to tax compliance and assisting in handling routine questions from local or state agencies.

This role also serves as the primary contact for clients, as needed, including but not limited to preparing and presenting presentations to clients and potential clients. This position requires involvement in the compliance processes throughout the annual property tax cycle for multiple client assignments. Personal property duties include data review, return preparation, assessment notice gathering, value review/appeal, informal settlement negotiations and tax bill processing.

Real property duties include value review, informal settlement negotiations and formal value hearings.

• Research
  • Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities and reports the analysis
  • Demonstrates an in-depth level of understanding of various tax authorities
  • Applies firm and professional standards for preparation of property tax returns
  • Develops and maintains relationships with state and local assessment personnel
• Tax Compliance
  • Provide exceptional client service to multi-state companies by working with a team to identify tax savings opportunities.
  • Assist multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests
  • Responds to client inquiries and request from tax authorities
  • Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens
  • Tracks availability and filing requirements regarding client-related information
  • Applies tax compliance knowledge with a high degree of accuracy and efficiency
  • Utilizes knowledge of preparation and issues to price services and sell related services
  • Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements
  • Conducts detailed reviews of tax returns, and identifies basic, complex and advanced issues throughout the engagement
  • Communicates with clients to gather information, when applicable
  • Performs other duties as assigned
  • Works with raw data to complete calculations
• Tax Consulting
  • Develops, recommends and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes
  • Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate
  • Interprets existing and new law and client facts to maximize benefits
  • Involves other state tax sub-specialty subject matter experts, when appropriate
  • Applies workplans for tax consulting projects performed for clients
  • Develops consultative selling skills
  • Assists in managing client expectations
  • Informs Core Tax Services leadership of state tax opportunities for clients
• Tax Controversy
  • Reviews assessment notices
  • Monitors client expectations regarding issues of controversy ?>
    
    UH> ?>???
  • Prepares valuation analysis for potential appeals
  • Provides negotiation and appeal representation for clients with assessors
  • Handles routine questions from local or state agencies with assistance
• Tax Related Software
  • Utilizes PTMS, One Source or other property tax management software systems
  • Utilizes tax research databases and other tax-related software in the…