About This Role
This Tax Manager role involves leading client engagements, developing assessment-review strategies, and managing key accounts to achieve significant tax savings. The position oversees the quality of deliverables, supports business development efforts, and guides team members through cross-practice collaboration.
Responsibilities
- Lead and review assessment strategies; represent clients during appeals and hearings with state and local taxing authorities
- Produce and review analyses supporting DMA
- Utilize DMA valuation models and templates; determine prior client methodologies; identify exemptions and abatements; quantify tax-savings opportunities
- Conduct and/or oversee on-site property inspections
- Drive business development: identify and scope opportunities, meet with prospects, and effectively communicate DMA
- Manage assigned accounts: develop, sustain, and expand client relationships; serve as the primary point of contact
- Maintain accurate data in DMA
- Oversee production, billing, and invoicing for assigned work
- Track and manage jurisdictional deadlines for filings, audits, appeals, protests, and tax-payment schedules
- Monitor industry trends and tax developments; share insights with clients and internal teams
- Work independently while leading cross-functional efforts; provide guidance and informal coaching to team members
- Perform other duties as assigned
Requirements
- Bachelor
- 5+ years of professional experience; property tax, valuation, or accounting preferred
- Experience in negotiations with the contract appraisal firms (Capital, P&A) and their valuation methodology
- Advanced proficiency with Microsoft Excel, Outlook, and Word
- Excellent verbal and written communication; strong problem-solving capability
- Strong organizational, research, and interpersonal skills
- Ability to manage multiple projects and deadlines
- Valid driver
Benefits
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
- Company paid parental leave
- Generous time off package
- Multiple benefit plans, eligibility begins on day one of employment
- Culturally focused on work/life balance, and the overall wellness of our employees
Important Details
- Schedule: Regular, 40 hours/week
- Travel: 10-20%
- Physical Activity:
- Prolonged periods of sitting and computer use
- Ability to hear, understand, and distinguish speech and sounds
