Real Estate Tax Analyst

Description

• Assist in preparing and completing annual budgets, forecast adjustments, and tax projections for new construction and acquisitions.
• Conduct research projects, including but not limited to title policy review, jurisdictional tax policies, and property re-parceling.
• Maintain, review, and enter tax and assessment related data in itamlink, including leveraging available AI tools to enhance data accuracy and efficiency.
• Track and update appeal status and savings information.
• Prepare and distribute data requests to third-party consultants.
• Identify and contribute to process improvements, including opportunities to expand the use of AI tools within workflows.
• Review third-party provider invoices for accuracy and proper supporting documentation.
• Assist with the preparation and review of valuation and assessment workups for appeal opportunities.
• Respond to information requests from assessing jurisdictions and support compliance-related tasks.
• Complete and file abatement and incentive compliance forms.
• Manage the property tax billing process including retrieving bills, reviewing database entries, and preparing and delivering the Tax Due Report (TDR).
• Review and track real estate tax refunds for accuracy and timely processing.

Requirements

• Experience using Yardi Voyager a plus.
• Proficient knowledge of the Microsoft Office Suite (e.g., Word, Excel, PowerPoint, Outlook).
• Ability to research and familiarize with a variety of procedures in different jurisdictions.
• A bachelor’s degree in real estate, finance, business, accounting, or equivalent related experience
• Familiarity with Itamlink Property Tax Management system preferred.
• Familiar with the income, cost and sales approach to value.
• A background in property valuation, finance, accounting, or similar.
• 1-3 years of multi-state property tax and assessment experience preferred.
• Customer service and team-player mentality.
• Ability to tactfully address tax disputes.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance