Senior Property Tax Consultant – Dallas, TX
The work you’ll do
Are you a strategic Senior Property Tax Consultant who’d like to join an organization committed to delivering comprehensive solutions to improve cash flow and add profit back to the bottom line for our clients? Would transformative technology at your fingertips empowering your success be exciting to you? This is your opportunity to join an industry leading property tax consulting firm offering in-depth experience across a wide sector of industries including oil and gas, construction/building supplies, retail, and transportation.
The team
Tax Advisors Group, LLC (TAG) provides personalized business personal property and real estate tax consultancy services to corporations nationwide, driving industry-leading results with the highest standard of client service. Serving 700+ companies with over $18 billion in property assets across the country and a 95% client retention rate, we’re proud to have been named one of America’s Best Tax Firms by Forbes for 2022 and 2023. Originally focused on providing property tax solutions for Texas corporations, in recent years TAG has expanded offerings to include nationwide multi-state property tax and real estate services, leading to an exciting period of growth and transformation for the company. Now is a great time to join the #TAGteam as the company continues to expand and evolve! Here at TAG, we recognize our people are our most valuable asset, and reflect that belief in our fantastic work culture. We’re focused on growing the business and leveraging that growth to create unique development opportunities for every person on the TAG team. With weekly catered lunches, monthly social events, and an extended holiday break each December to disconnect and recharge, we truly care about having fun while we work! To put it plainly – our goal is to be the #1 preferred employer in the property tax space.
Role Description
As a Senior Property Tax Consultant, you bring the experience, passion and expertise needed to deliver high quality services and realize significant savings for our clients. You keep high standards of accuracy, organization, and meeting deadlines. You are professional, self-driven and can negotiate with confidence.
Responsibilities Include
This role produces exacting data analysis during the property tax cycle. You have a keen eye for detail and a knack for identifying discrepancies and opportunities for savings. The Senior Property Tax Consultant can expect to:
Determine taxability and identify issues for a book of clients.
Drive down taxable value through TAG’s unique approach to valuation and negotiation.
Complete independent data analysis that allows others to analyze results and determine scope/direction of appeals.
Provide recommendations to management for course appeal recommendations and/or next steps of a project or appeal.
Provide accurate analysis and timely filing of renditions, notices, appeals, and bills.
Communicate with taxing authorities and build relationships with tax assessors.
Collaborate with TAG Client Success and Sales teams to swiftly and confidently address client needs and support a market leading client experience working with TAG.
Interact with clients and others outside the organization to obtain information and other valuation-based documentation.
Review and approve tax bills; prepare Tax Savings Reports for clients.
Display thorough knowledge of Risk/Compliance/Audit competencies; strong root cause corrective action skills, including the facilitation, coaching of teams, and reviewing outputs.
Partner with senior leadership to act as trainer/coach/mentor to consultants in all aspects of the property tax lifecycle to strengthen the quality of understanding and ownership, thereby reducing risk to the organization.
Effectively implement processes and systems, including client journey, industry standards, and regulatory requirements for property tax.
Possesses experience and a natural curiosity in reviewing, measuring, and improving results for the organization.
Maintains Senior Consulting License and effectively assists with any elevated level of appeals as necessary.
Maintain relationships and facilitate communication with outside counsel and be involved with litigation preparation.
Qualifications
Bachelor’s degree in Finance, Accounting, Business Administration, or a similar field preferred
5+ years’ previous relevant personal property experience Senior Texas Property Tax Consulting License from TDLR.
Critical thinking skills and an eye for detail
Ability to consolidate and analyze large and complex data sets
Strong Communication and presentation skills
Possess a complete understanding of valuation of property
Work well independently as well as part of a team
Able to build strong internal and external working relationships
A strong manager of your time and prioritizing tasks effectively
Able to travel as required to attend appeal hearings, property inspections, and client meetings
Benefits
Competitive Salary
Discretionary performance bonuses
401(k) matching plan
Medical/Dental/Vision Plan
Paid time off and standard Winter Break company closure
Regular Company Social Events
Hybrid Work Schedule
THIS JOB DESCRIPTION DOES NOT ATTEMPT TO LIST ALL OF THE DUTIES THAT ARE OR MAY BE PERFORMED IN THIS POSITION