Property Tax Advisor

As the Property Tax Advisor, you will be responsible for keeping J Joseph’s clients compliant and up to date with property tax liabilities. Client relationships are a key metric at J Joseph. Therefore, the Property Tax Advisor will work collaboratively with their team and other departments across the company to provide clients with a superior level of service. The Advisor will be part of a collaborative work culture.

Location
Houston, Texas
Essential Functions
•
Provide client data analysis, market value and exemption positions for client assets
• Prepare Interstate Foreign Commerce (IFC) filing for applicable accounts
• Conduct client site visits and client meetings to obtain income expense, rent roll, occupancy, fixed asset and other financial and property related information
• Prepare and submit property tax renditions, returns and exemption applications for the client
• Ensure tax code and tax law compliance by reviewing outgoing paperwork (i.e. renditions)
• Communicate with clients and taxing authorities in a professional manner
• Assist with training Property Tax Administrative Assistants to integrate into Business Unit
• Utilization of approved technologies and processes (i.e. POP, SigerTax, Dynamics, PTX)
• Leave no stone unturned when preparing tax forms for clients by reviewing all possible savings strategies
• Responsible for the effective training and support needed to:
a) Improve agents work performance
b) Prepare agents for advancements in their careers
• Prepare property tax appeals and attend informal and formal hearings
• Maintain good working relationships with Property Tax Assessors and Appraisers
• Maintain internal processes and procedures and ensure they are up to date
• Participate in process improvement efforts to increase productivity, efficiency and decrease costs at J. Joseph
• Stay up to date on property tax law including legislative changes and maintain property tax license
• Create and implement systematic checks for all deadline driven deliverables (e.g. – renditions, protests, exemptions, etc.)
• Ensure assigned projects are completed in a timely manner (e.g. folder creation, CIS Blitz, etc.)
• Confirm all property tax related requests are completed and received by J Joseph and our clients
• Accurately enter data into CRM (Dynamics) and technical database (SigerTax)
• Onboard new clients by identifying and implementing best practices and procedures for them
• Maintain relationships with assigned portfolio accounts
• Provide in-depth real estate property tax analysis using methods such as: income, equal and uniform, and market
• Attend Conferences/Continuing education for TDLR
• Ensures compliance by reviewing and analyzing data received from clients
and producing appropriate compliance forms such as rendition, exemption and other required forms and information
• Follow all JJC Best Practices
• Prepare information and data for use as evidence in property tax hearings and appeals
• Collaborate with other departments within the company to ensure that the best possible client service experience is provided (POP)
• In conjunction with Account Executive, debrief clients
• Maintain Deadlines, Hearings and Open Issues report
• Operate from JJC’s Vision & Mission Statement
• Adhere to JJC’s Corporate Values
• Ability to operate motor vehicle
• Other duties as assigned
Supervisory Responsibility
This position has no direct supervisory responsibilities but may be responsible for training Property Tax Analysts and Administrative Assistants in their business unit.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filling cabinets, and fax machines.
Physical Demands
This is a largely sedentary role, must be able to remain in a stationary position at least 50% of the time. Filing, printing, faxing, scanning, and copying is required; this requires the ability to move about the office and position self to access equipment and filing cabinets, transport items (files, box of paper, etc.) weighing up to 20 lbs., and ascend/descend step ladder/stool as necessary. The position requires extended hours in front of a computer screen and operation of a computer and other office equipment such as a calculator, and a copy machine. This position requires the ability to communicate effectively and exchange accurate information via telephone, in person, and in writing.
Hours of Work
This is a full-time position. Regular schedule for this position is 8 a.m. to 5 p.m. Monday through Friday with a flexible lunch hour. Occasional evening and weekend work may be required as job duties demand. This position requires face to face and in-person interaction and requires the incumbent to be in the office location during regular office hours to access information kept on-site.
Travel
Travel may be required.
Required Education & Experience
• High School Diploma or equivalent
• Minimum 4 years of Property Tax Analyst or related experience
• Must be able to analyze work products of other property tax advisors
• Experience working in databases
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook
• Current Texas Department of Licensing and Regulation Property Tax Consultant
Preferred Education & Experience
• Bachelor's Degree in business or related field
• Experience working in databases
• Minimum 2 years of management experience
• Experience working in CRM
• Experience working at a county appraisal district office
• CMI or CMI coursework in process
Skills
• Ability to meet project deadlines with a focus on details using outstanding organizational skills
• Strong negotiation skills
• Strong customer service skills
• Strong oral and written communication skills
• Strong technical and analytical skills
• Ability to read and understand complex client documents
• Able to work with and motivate others to achieve desired results
• Highly detail-oriented
• Ability to work independently with minimum supervision
• Proven track record in the property tax marketplace
• Ability to multi-task
• Willing to serve others
• Solid organizational skills; especially the ability to meet project deadlines with a focus on details
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities, that are required of the employee for this job. Duties, responsibilities and activities may change with or without notice. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
To Apply
Forward cover letter and resume to:
Jodi DeLaZerda, HR Manager Jdelazerda@jjc.com
210.587.2747