Real Estate Consulting Manager, State & Local Tax Consulting
Crowe · Dallas, TX · 1 wk ago
Management$103k–$209k/yrFull-time
About the role
The Property Tax practice at Crowe is seeking a Property Tax Manager to provide real estate property tax consulting, assessment reduction, and appeal services for a multi-state portfolio. This role is responsible for managing client relationships, overseeing complex engagements, developing valuation-based tax savings strategies, directing hearing preparation and protest activity, and coaching staff in a highly interactive team environment.
Responsibilities
- Lead, coordinate, and oversee real estate property tax consulting, assessment review, appeal/protest, and assessment reduction services.
- Manage multiple client engagements simultaneously, including priorities, timelines, deliverables, and day-to-day communication.
- Serve as a trusted advisor to clients by identifying tax savings opportunities and delivering practical, valuation-based recommendations.
- Review property tax assessments, tax bills, assessment notices, and prior-year protest results to determine appeal opportunities and improve outcomes.
- Develop and implement protest strategies tailored to local jurisdiction requirements and ensure compliance with filing, hearing, and appeal deadlines.
- Direct the preparation and review of hearing packages, market support, valuation analyses, property documentation, and other evidence used in the protest process.
- Oversee responses to notices, information requests, and other communications from taxing authorities and county appraisal districts.
- Research complex real estate and property tax matters and stay current on changes in applicable laws, regulations, and local procedures.
- Use PTMS, internal databases, Excel, and third-party tools to track notices, analyze values, monitor appeals, and support reporting.
- Document and review property acquisitions, construction costs, and other real estate data that may affect assessments or appeal strategy.
- Manage, mentor, and develop staff, while promoting accountability, collaboration, and high-quality client service.
- Identify opportunities to expand services within existing client relationships and support special projects, process improvement, and cross-functional initiatives.
Qualifications
- Bachelor's degree required from an accredited college or university; degree in Accounting, Finance, Real Estate, or a related field preferred.
- CPA, JD, CMI, Texas Property Tax Consultant License, or other relevant professional certifications strongly preferred; advanced degrees or certifications are a plus.
- 5+ years of real estate property tax, property tax consulting, or related experience; public accounting or consulting experience preferred.
- Strong knowledge of real estate valuation methodologies, tax bills, assessment notices, protest hearings, and multi-state property tax processes.
- Experience working with local taxing authorities, county appraisal districts, and jurisdiction-specific appeal requirements.
- Proven ability to manage client relationships, multiple projects, and competing deadlines with strong attention to detail.
- Excellent analytical, negotiation, research, verbal, and written communication skills.
- Proficiency in Microsoft Office, especially Excel, along with experience using tax technology, PTMS, or other workflow/reporting tools.
- Demonstrated ability to coach staff, review work product, and contribute to a collaborative team environment.