Commercial Property Tax Consultant- Business Personal Property (BPP)

The Commercial property tax consultant will be tasked with overseeing property tax appeals on a portfolio of commercial properties throughout the administrative appeal process from informal discussions to formal ARB Hearings. The ideal candidate will have a proven track record of individual success in Commercial property tax appeals and cross functional collaboration. Additional desired capabilities include analytical and problem-solving skills, strong people skills, a strong bias for action, and a natural inclination to continually showcase grit, passion, and resilience to do whatever it takes to achieve the best results for our clients.

Responsibilities

In-depth evaluation of CRE properties across many geographies for appeal with an eye for innovation and automation opportunities; Support operations in the onboarding of new clients and filing of appeals as needed; Informal, Formal, Arbitration, Litigation - whatever it takes to get the best results for our clients; Training and enforcing procedures with the team to get best-in-class results for our clients; Acts as jurisdictional subject matter expert in managing all aspects of commercial property taxes and the appeal process; Communicates new issues, legislative changes, and training opportunities internally and to clients as needed; Prepare and file annual business personal property renditions across jurisdictions, tracking varying deadlines, extension rules, and penalty structures; Review and analyze client fixed-asset schedules and depreciation to ensure assets are correctly classified, valued, and reported; Identify and remove ghost/phantom assets and apply appropriate depreciation and obsolescence to minimize taxable value; Surface and pursue applicable BPP exemptions and special treatments (e.g., Freeport, goods-in-transit, pollution control, interstate commerce); Challenge inflated BPP assessments through informal reviews and formal ARB hearings; Serve as Ownwell's subject matter expert on BPP rules, rendition requirements, and legislative changes across jurisdictions; Work with sales and marketing to pitch, demonstrate, and close potential clients; Work with operations to manage clients properties in our system, ensure timely evaluation and support appeal filing; Work with engineering to improve all aspects of our software and automation in the appeal pipeline; Ability to think outside the box and not do everything the traditional way; Continuous improvement and rethinking what is possible; Work with client success to support our clients, answer questions, and obsess over our customers driving best in class service with best in class results

Requirements

5+ years of experience in commercial property tax, with an emphasis on BPP, with a proven track record of achieving industry-best results for clients; A strong working knowledge of property tax laws and regulations around BPP, with an ability to ensure appropriate application to minimize tax liabilities for clients; A deep understanding of the real estate valuation methodologies and how they vary by property type and how tax code varies by jurisdiction, to achieve the best results; Strong business acumen with an ability to identify potential roadblocks, and formulate and implement effective solutions to reach desired business outcomes; Ability to prioritize tasks, work on multiple assignments, and manage ambiguity with confidence; Excellent written and verbal communication skills; Experience with high-value Commercial Tax Appeals or experience at a Commercial Tax Firm; Experience with filing business personal property renditions and handling property tax protests; Bachelor's or Master's degree in business, finance, economics, accounting, or real estate; Ownwell core values reflect your ethos; You care about Ownwell’s mission and making an impact for all types of property owners; You are passionate about what you do and bring a thoughtful perspective to the function of Property Tax as well as overall organization; Your previous managers had to slow you down, not speed you up; You have a strong execution orientation; Working with thoughtful velocity is a part of your leadership principles; Like us, you love reducing property taxes for clients

Nice to have

Appraisal experience with professional designations like MAI, CCIM, and CMI is strongly preferred but not required; Analytical and problem-solving skills; Strong people skills; Strong bias for action; Natural inclination to continually showcase grit, passion, and resilience

Benefits

Entrepreneurial culture; Access to First Round Network; Flexible PTO; 11 company holidays; Last week of the year to recharge and reset; Competitive health benefits; $1,000 learning stipend per year; Up to 16 weeks of fully paid parental and bonding leave; Complimentary real estate and tax consulting licensing and renewal (as applicable)