Manager, Property Tax Advisory & Client Growth

Position Overview

As FirstPointe expands its network and invests in the growth of its Texas office, the firm is seeking a dynamic leader to help strengthen its market presence and deepen client partnerships in the region. This is a high-impact role at the intersection of property tax expertise, client growth, and business development. The Manager will lead complex real estate property tax appeal strategies while serving as a trusted advisor to clients, driving revenue opportunities, and helping position the firm as a go-to leader in property tax consulting. This role calls for a strong mix of technical depth, relationship leadership, and entrepreneurial energy to support both client success and the continued expansion of the business.

Key Responsibilities

Property Tax Appeal Strategy & Execution

• Develop and lead comprehensive property tax appeal strategies for complex commercial real estate portfolios across Dallas jurisdictions, with assistance to Florida in the off season.
• Analyze property valuations, assessment methodologies, market data, and income/expense information to identify appeal opportunities.
• Oversee preparation and presentation of property tax appeals before county appraisal districts, Appraisal Review Board (ARB), special magistrates, and other taxing authorities.
• Conduct appeal hearings, negotiations, and settlement discussions to achieve favorable outcomes for clients.
• Ensure compliance with Dallas property tax laws, deadlines, filing requirements, and procedural standards.

Case Negotiation & Presentation

• Serve as lead negotiator on income-producing, retail, office, industrial, multifamily, and special-use properties.
• Serve as a technical expert for valuation and appeal strategy, property tax statutes, deadlines, filing requirements and jurisdictional differences.
• Prepare and review written appeal submissions, valuation analyses, property tax forecast reports, and supporting documentation.
• Present valuation arguments clearly and persuasively to taxing authorities and decision-makers.

Account & Client Management

• Manage and grow a portfolio of key client accounts, serving as the primary point of contact.
• Build long-term client relationships by providing strategic advice, clear communication, and consistent results.
• Deliver regular reporting, valuation insights, and performance updates to clients.
• Identify cross-selling and upselling opportunities within existing accounts.

Team Leadership, Mentorship & Training

• Lead, mentor, and develop analysts, senior analysts, lead analysts, and administrative professionals within the property tax practice.
• Assign and oversee workloads to ensure efficiency, accuracy, and timely completion of appeals.
• Provide technical guidance, coaching, and performance feedback to team members.
• Develop and deliver training programs on valuation methodologies, appeal procedures, negotiation strategies, and best practices.
• Foster a collaborative, high-performance team culture aligned with firm values.

Business Development & Firm Growth

• Support and lead business development initiatives, including prospect meetings, proposal development, and client presentations.
• Leverage industry relationships to generate new business opportunities.
• Represent the firm at industry events, conferences, and professional organizations.
• Contribute to strategic planning and growth initiatives for the property tax consulting practice.

Qualifications & Experience

• Bachelor’s degree in Finance, Real Estate, Accounting, Economics, Business, or a related field (Master’s degree a plus).
• Minimum 6–8 years of experience in property tax consulting, real estate valuation, or assessment appeals, with significant Texas  market experience.
• Demonstrated expertise in Texas property tax law, valuation methods (income, cost, and sales comparison), and appeal processes.
• Proven experience leading appeal hearings and negotiating settlements.
• Prior management or supervisory experience demonstrated success in mentoring and developing staff.
• Strong client-facing and relationship management experience.
• Active professional designations such as CMI, MAI, CFA, CPA, CCIM, ASA, or similar are preferred.

Skills & Competencies

• Advanced valuation and analytical skills for income-producing real estate.
• Strong negotiation, presentation, and written communication skills.
• Strategic thinking with the ability to manage complex, multi-jurisdictional portfolios.
• Leadership and team-building capabilities.
• Business development mindset with a client-service focus.
• High level of organization, attention to detail, and ability to manage deadlines.