Senior Real Estate Tax Analyst
W3Global · Fishers, IN · 2 mo ago
AccountingFull-time
Responsibilities
- Manage the annual property tax cycle for assigned real property portfolios.
- Review property assessments, assessor records, tax bills, and client data to identify issues and savings opportunities.
- Prepare and support property tax assessment appeals, including informal, formal, and litigation matters.
- Develop target property values using appropriate valuation methods.
- Research and support tax incentives, abatements, and exemptions.
- Prepare client reports, presentations, workpapers, and project schedules.
- Communicate with clients, assessors, and taxing authorities regarding property tax matters.
- Conduct property inspections when required.
- Track deadlines, deliverables, and appeal status across multiple projects.
- Support client billing, collections, and other practice management activities.
Qualifications
- 4+ years of direct property tax consulting experience.
- Experience with real property tax assessments and appeals.
- Experience preparing for and participating in property tax assessment appeal hearings.
- Bachelor's degree required.
- Indiana Level III Certification preferred.
- CMI designation highly desired.
- Strong Microsoft Office skills, particularly Excel.
- Excellent analytical, organizational, written, and verbal communication skills.
- Strong project management skills with the ability to manage multiple deadlines.
- Client-focused with strong problem-solving and interpersonal skills.
- Willingness to travel up to 25%.