Senior Tax Manager

Key Responsibilities & Qualifications

1. Manage Property Tax Portfolios – Oversee all aspects of the annual property tax cycle for assigned real and personal property portfolios, including appeals, abatements, exemptions, and tax bill reviews.
2. Client Relationship Management – Serve as the primary client contact, prepare presentations, provide tax strategy recommendations, and ensure timely responses to client and assessor inquiries.
3. Valuation & Tax Analysis – Review property records, analyze client data, prepare independent property valuations, and identify tax-saving opportunities using appropriate methodologies.
4. Leadership & Project Management – Lead and mentor team members, manage assignments and deadlines, ensure compliance with firm standards, and oversee project deliverables.
5. Financial Planning & Reporting – Assist clients with budgets, forecasts, accruals, billing, collections, and ensure accurate client reporting throughout the tax cycle.
6. Required Qualifications – Bachelor's degree in Accounting, Finance, Mathematics, or Business Administration; 5+ years of Real Estate Tax Consulting experience; In diana Level III certification required (CMI preferred); 3+ years of people management experience; advanced Excel skills (Pivot Tables, VLOOKUPs, complex formulas); strong communication and project management abilities.