Property Tax Advisor, Real Estate
As the Property Tax Advisor for Real Estate, 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.
• Ensure assigned projects are completed in a timely manner
• Confirm all property tax related requests are completed and received by J Joseph and our clients
• Maintain Deadlines, Hearings and Open Issues report
• Communicate with clients and taxing authorities in a professional manner
• Maintain good working relationships with Property Tax Assessors and Appraisers
• Maintain relationships with assigned portfolio accounts
• Enters information (deadlines, values, etc.) and maintains the tax database with up-to-date and accurate information
• Prepare reports for director, senior management, external teams and clients as appropriate
• Communication and coordination of any outsourced real property accounts with external property consulting providers
• Ensure tax code and tax law compliance by reviewing outgoing paperwork
• Ensures compliance by reviewing and analyzing data received from clients and is responsible for the timely filing of compliance forms such as real property, exemption and other required forms and information
• Conduct property inspections with Central Appraisal District (CAD) or third party appraisal firms
• Ensure compliance by reviewing and analyzing data received from clients and producing appropriate compliance forms such as rendition, exemption and other required forms and information
• Analyze complex evidence packages and market data to establish fair property value and prepare for appeals using strategies known to be successful in commercial property hearings
• Conducts value/market research to identify potential clients and savings
• Conduct client site visits and client meetings to obtain income expense, rent roll, occupancy, fixed asset and other financial and property-related information
• Prepare necessary exemption applications as needed
• Assist with the preparation of property tax appeals and attend informal and formal hearings for training purposes with the Property Tax Assessors
• Negotiate values and work with state and county/parish assessors to resolve property tax issues
• Participate in litigation composing of evaluating potential litigation accounts
• Review value notices
• Communication and coordination of any outsourced real property accounts with external property matters
• Provide client data analysis, market value and exemption positions for client assets
• Prepare information and data for use as evidence in property tax hearings and appraisals
• Prepare property tax appeals and attend informal and formal hearings
• Accruals and tax planning as requested by client
• Provide in-depth real estate property tax analysis using methods such as: income, cost, equal and uniform, and market
• Financial forecasting/Agent Proforma
• Responsible for maintaining a high client retention rate
• Provide superior customer service to ensure that all tax liabilities are discovered and addressed
• Represent J. Joseph in a professional manner to all customers, internal and external
• Responsible for oversight of all assigned clients in their Business Unit
• Communicate regularly with clients about their portfolios, deadlines, evidence, and other property matters
• Participate in process improvement efforts to increase productivity, efficiency and decrease costs
• Collaborate with other departments within the company to ensure that the best possible client service experience is provided
• In conjunction with Account Executive, debrief clients
• Onboard new clients by identifying and implementing best practices and procedures
• Assist with training Property Tax Administrative Assistants to integrate into Business Unit
• Utilization of approved technologies and processes
• Maintain internal processes and procedures and ensure they are up to date
• Stay up to date on property tax law including legislative changes and maintain property tax license
• Financial stewardship/accountability (i.e. receipts, expenses, etc.)
• Operate from JJC’s Vision & Mission Statement
• Adhere to JJC’s Corporate Values
• Follow all JJC Best Practices
• Ability to operate a motor vehicle
• Other duties as assigned
• 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
• Experience working in SigerTax, CoStar
• Minimum 2 years of management experience
• Experience working in Dynamics (CRM)
• Experience working at a county appraisal district office
• CMI or CMI coursework in process
• 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
Jodi DeLaZerda, HR Manager Jdelazerda@jjc.com
210.587.2747