Real Property Tax Consultant - Dallas, TX
The work you’ll do
Are you a Real 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.
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 Real 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 is responsible for property value analysis during the property tax cycle. You have a keen eye for detail and a knack for identifying discrepancies and opportunities for savings. You will provide clients with a wide range of commercial real estate property tax services.
The Real Property Tax Consultant can expect to:
Execute real estate property tax administration for a portfolio of primarily CRE properties across Texas, as well as a small percentage of out-of-state clients
Drive down taxable value through varying valuation and negotiation methods
Prepare well-organized client information and supporting documentation requests. Maintain positive relationships with assessor and tax jurisdiction personnel.
Prepare assessment appeal support docs and negotiate values with assessors.
Prepare, attend, and present appeals to the local jurisdictions both informally and formally at the Board hearings.
Prepare property tax estimates, tax savings reports, and other valuation or tax reports for clients as needed.
Review and approve client tax bills for payment.
Travel as required to attend appeal hearings, property inspections, and client meetings.
Stay up to date on market trends as it relates to real estate and/or property tax.
Qualifications
Bachelor’s degree in finance, Economics, Business Administration, or a similar field preferred
1 - 3 years previous relevant personal property tax or real estate appraising experience
Texas Property Tax Consulting License from TDLR preferred
Previous experience working Real Estate/Property Tax for a Texas Appraisal District a plus.
Strong Excel skills
Ability to consolidate and analyze large and complex data sets
Strong communication and presentation skills
Possess general understanding of real estate valuation methods, including the cost approach, sales comparison approach and income approach as well as equity as it relates to property values
Work well independently as well as part of a team
Able to build strong internal and external working relationships
Able to manage your time and prioritizing tasks effectively
Able to research potentially complex property tax issues
Able to travel as required to attend appeal hearings, property inspections, and client meetings
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