Primary Responsibilities:

• Collect and analyze client fixed asset listings and general ledger balances.
• Review, prepare, and submit annual business property tax filings.
• Review and research state specific filing guidelines.
• Review and analyze county assessment values to evaluate equitable assessments.
• Assisting clients to understand their property tax liability on a yearly basis.
• Prepare appeal and protest forms in accordance with jurisdiction deadlines.
• Communicate with county assessors to facilitate settlement at informal levels.
• Calculate tax savings achieved and prepare invoice supporting documentation.
• Maintain property tax database with key information for all client locations.
• Project and ongoing work management including consistent and accurate updates to our system.
• Assist with identifying and researching tax issues.
• Complete software and training programs as required.
• Work with other department staff to provide seamless client service.

Core Competencies:

• Proficient in computer applications used, especially in Microsoft office products.
• Ability to review company documentation to complete analysis in a timely and proficient manner.
• Excellent verbal and written communication skills.
• Excellent interpersonal skills. 
• Ability to complete work within a specified time frame. 
• Good analytical, interpersonal, time management, research, and communication skills.
• Ability to prioritize high volume of workload and meet deadlines.
• Strong communication and writing skills, including the ability to communicate solutions to complex property tax issues to business owners.
• Aptitude to multitask and set daily, weekly, and monthly priorities.

Required Education / Experience:

• Bachelor’s degree in Accounting, Finance, Economics, Business or related field is required.
• 0 to 3 years of experience with ad valorem tax valuation or experience is a plus.
• Requires reliable transportation and a valid driver's license.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Frequent use of eye, hand and finger coordination enabling the use of office machinery. Oral and auditory capacity enabling interpersonal communication as well as communication through devices such as a telephone.
• Must be able to lift up to 10 pounds frequently and up to 20 pounds occasionally.
• Must be able to access and navigate each department at the organization’s facilities.
• May be required to drive depending on desire to travel.