Demonstrates full understanding of the annual property tax cycle for assigned real property portfolios.

Builds awareness/understanding of jurisdictional rules and filing requirements.

Demonstrates an ability to collect, review, and fully understand client-provided data.

Inspects properties and prepares appropriate reports deemed necessary by management.

Analyzes assessment notices and determines potential assessment reductions.

Applies software knowledge to efficiently work with client data.

Possesses knowledge in assessment review, appeal determination, tax bill administration, and the three valuation approaches: cost, sales comparison, and income. Additionally, possesses knowledge of assessment equalization methodology that may apply in certain states.

Handles appeals and monitors the appeals process.

Attends client status calls and meetings and provides supporting data and findings for the leadership team.

Works effectively with clients by taking an interest in the client’s industry and inquiring about trends and processes to gain a full understanding of their core business.

Participates in recruiting efforts.

Interacts and communicates effectively with team members.

Performs other duties as assigned.