Tax Senior, State and Local Tax - Property Tax

Job Summary

The STS Tax Senior, State and Local Tax - Property Tax applies industry knowledge and experience to clients by assisting in providing advice related to property tax implications of their business objectives, recommending alternate courses of action, and identifying different methods of complying with tax regulations. The Property Tax Senior Associate is responsible for applying knowledge to understand potential tax issues, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, recognizing and communicating potential risks, identifying potential changes in the tax policy and applying new policies to tax compliance, and assisting in handling routine questions from local or state agencies.

This role also serves as the primary contact for clients, including but not limited to preparing and presenting presentations to clients and potential clients. The position requires involvement in the compliance processes throughout the annual property tax cycle for multiple client assignments. Personal property duties include data review, return preparation, assessment notice gathering, value review/appeal, informal settlement negotiations and tax bill processing.

Real property duties include value review, informal settlement negotiations and formal value hearings.

• Research
  • Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities and reports the analysis.
  • Demonstrates an in-depth level of understanding of various tax authorities.
  • Applies firm and professional standards for preparation of property tax returns.
  • Develops and maintains relationships with state and local assessment personnel.
• Tax Compliance
  • Provide exceptional client service to multi‑state companies by working with a team to identify tax savings opportunities.
  • Assist multi‑state companies with state and local tax controversies, including preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests.
  • Respond to client inquiries and requests from tax authorities.
  • Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens.
  • Track availability and filing requirements regarding client‑related information.
  • Apply tax compliance knowledge with a high degree of accuracy and efficiency.
  • Utilize knowledge of preparation and issues to price services and sell related services.
  • Ensure tax engagement letters are adopted prior to engagement work commencing and manage engagements.
  • Conduct detailed reviews of tax returns and identify basic, complex and advanced issues throughout the engagement.
  • Communicate with clients to gather information, when applicable.
  • Perform other duties as assigned.
  • Work with raw data to complete calculations.
• Tax Consulting
  • Develops, recommends and implements methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
  • Considers the applicability of all state tax consulting sub‑specialties for each client, conferring with other STS consultants, when appropriate.
  • Interprets existing and new law and client facts to maximize benefits.
  • Involves other state tax sub‑specialty subject matter experts, when appropriate.
  • Applies workplans for tax consulting projects performed for clients.
  • Develop consultative selling skills.
  • Assist in managing client expectations.
  • Inform Core Tax Services leadership of state tax opportunities for clients.
• Tax Controversy
  • Reviews assessment notices.
  • Monitors client expectations regarding issues of controversy.
  • Prepares valuation analysis for potential appeals.
  • Provides negotiation and appeal representation for clients with assessors.
  • Handles routine questions from local or state agencies with assistance.
• Tax Related Software
  • Utilizes PTMS, One Source or other property tax management software systems.
  • Utilizes tax research databases and other tax‑related software in the completion of assigned tasks.
  • Trains STS SALT Property Tax staff on all current software tools.
• Tax Specialization
  • Develops an in-depth…