Job Description

JOB DESCRIPTION

·         Effectively maintain a positive client relationship and ensure all needs are met

·         Establish an on-going business relationship with assessors, collectors, and other third parties throughout various taxing jurisdictions

·         Initiate client data requests and review for completeness

·         Apply software knowledge to successfully implement client data

·         Possess knowledge regarding asset taxability and filing deadlines in various states

·         Prepare and file annual property tax renditions accurately and timely

·         Analyze assessment notices for accuracy and determine potential savings

·         File appeals, if applicable

·         Manage appeal deadlines and negotiate values with assessors on behalf of clients for both real estate and business personal property accounts

·         Attend and present at tax hearings

·         Research and process Real Estate and Business Personal Property tax statements and assessment notices timely

·         Respond to any correspondence received from assessor-collectors via email and telephone

·         Provide property tax estimates, if requested

·         Prepares tax savings reports for clients

·         Perform other duties as assigned

JOB REQUIREMENTS:

·         Strong communication skills, both written and verbal

·         Strong organizational, time management, and follow-up skills

·         Ability to meet deadlines while multi-tasking and prioritizing

·         Eager and willing to learn

·         Strong analytical and problem-solving skills

·         Detail-oriented and efficient

·         Follow internal practices and workflows for uniformity

·         Works well independently and as part of a team

·         Ability to work overtime

EDUCATION AND EXPERIENCE:

·         Requires Bachelor’s degree in Accounting, Finance, Business Administration, Economics, Business Management, or International Business

·         Entry level or 1-3 years of relevant work experience preferred (e.g. internships, summer positions, school jobs).

·         Experience using Property Tax software

·         Proficient in Microsoft Excel, Word, and Outlook

CERTIFICATES AND LICENSES:

·         Texas Property Tax Consulting license from TDLR